Designed for retirees in tax-deferred accounts, these portfolios blend index and active funds.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Our most popular articles and videos for the week ended June 26.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
Readers say diversification and exposure to good companies call for looking beyond the U.S.
Investors flocked to these funds in the wake of the bear market and have made good money ever since.
In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson, John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.
Shining the light on medalist funds that have little in common with their benchmarks.
While these two funds pursue similar strategies, the active fund may have an edge over its index-based counterpart.