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Sector Funds

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  1. Funds That (Still) Buy Like Buffett, 2013

    Funds with similar stock holdings to Warren Buffett have excelled over time.

  2. Spring Clean Your Portfolio

    Morningstar's director of personal finance offers tips for tidying up old 401(k)s, sweeping out stray investments, and taking stock of company stock.

  3. Why Investors Lag the Returns of Their Funds

    Volatility proves challenging for many shareholders.

  4. Fidelity to Create New Sector Fund Board, Advisor

    Rabobank finally settles on a buyer for most of Robeco, Fidelity to close Fidelity Small Cap Value, Matthews Asia to launch 2 new funds, and Victory Capital gains independence.

  5. Finding Undervalued ETFs

    We uncover some equity ETFs that look cheap based on the value of their underlying portfolio holdings.

  6. Three Up, Three Down

    We look at three recent Morningstar Analyst Rating upgrades and three downgrades.

  7. Apple Turns Sour for Some Big Funds

    Here's a look at how Apple's fourth-quarter retreat has affected some widely held, actively managed stock funds.

  8. How to Pick a Solid Sector Fund

    A seven-point checklist for making money in a treacherous arena.

  9. Despite a Rocky Market, Fund Investors Go for Growth

    Though performance has been volatile this year, investors have thus far been willing to bet on growthier areas of the stock and bond markets, says Morningstar associate director of fund analysis Shannon Zimmerman.

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