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Jensen J

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  1. Did You Notice These New Sector Bets?

    Three funds that have seen big shifts in sector allocations in the past three years.

  2. Did You Notice These New Sector Bets?

    Three funds that have seen big shifts in sector allocations in the past three years.

  3. Quarter Ends With a Whimper for Stock Funds

    Large-cap funds fared far better than small-cap in the U.S., while emerging markets held up better among overseas offerings, says Morningstar's Russ Kinnel.

  4. When Will Quality Bounce Back?

    These funds' lackluster recent performance doesn't tell the whole story.

  5. When Will Quality Bounce Back?

    These funds' lackluster recent performance doesn't tell the whole story.

  6. Top 10 Buys and Sells by the Ultimate Stock-Pickers

    A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.

  7. Top 10 Purchases and Sales from Our Ultimate Stock-Pickers

    A group of top managers remains cautious and commits more capital to traditional defensive sectors, while taking advantage of a rising (and potentially overvalued) market to book some gains.

  8. Using ETFs to Piggyback Fund Managers' Broader Ideas

    Cost-conscious investors can use ETFs to implement themes similar to those of smart, well-respected active mutual fund managers.

  9. Big Plans for New EU President Juncker

    Our model portfolio continues to outpace the market.

  10. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.

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