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Morningstar Advisor Magazine

  1. Three Promising Diversified Emerging-Markets Funds

    These young funds have a lot going for them. 

  2. Eight Closed-End Funds That Currently Look Extremely Undervalued

    These CEFs are currently trading at significant, attractive relative discounts.

  3. Growth Gets Better With Size

    This mega-cap growth ETF offers a heavy dose of the market's most profitable companies. 

  4. Lower Fees for 4 Vanguard Mutual Funds, 1 ETF

    Fairholme takes a big stake in Fannie and Freddie preferreds, a manager of a Bronze-rated Oppenheimer fund departs, Templeton Frontier Markets closes to new investors, a slew of manager changes at Bridgeway, and some high-profile Janus fund managers resurface at a hedge fund.

  5. Should You Ditch These Funds for Their Cousins?

    Investors might want to consider using another fund vehicle for access to these three strategies.

  6. Our Pick for Emerging-Markets Small-Cap Exposure

    This dividend-weighted strategy has resulted in a relatively less volatile fund.

Back Issues

Looking for an article to print and read later, or send to a colleague? All issues of Morningstar Advisor magazine are available online in a fully searchable, digital format.

  1. April/May 2013

    Once investors accept that risk is part of the equation, they can take steps to manage it. Plus, consumer defensive stocks, market-liquidity levels, investing trade-offs, and assessing a portfolio’s bond risk.

  2. February/March 2013

    The value of active management is called into question as assets flood into passive investments. Plus, commodities that bypass the futures market, a management team who openly discusses their firm's successes and failures, and a market timing study in making asset-class decisions.

  3. December/January 2013

    Why advisors are moving toward funds of funds and their more-dynamic investing paths. Plus, performance gaps in alternatives funds, an Undiscovered Manager who welcomes good deals, and using "Gamma" to measure the importance of intelligent financial-planning decisions.

  4. October/November 2012

    What you can learn from academics and quants who are constructing mechanical factor strategies and redefining outperformance. Plus, quantifying retirement-withdrawal strategies, an Undiscovered Manager focused on relationships rather than marketing, and talking factor investing with Cliff Asness ...

  5. August/September 2012

    Technical factors more than fundamentals are keeping the municipal-bond rally aloft. Can it last? Plus, how major market crashes can be quantitatively explained, an Undiscovered Manager with a successful micro- and small-cap investing approach, and debating money with Chicago professors John ...

  6. June/July 2012

    Investing side by side with exemplary stewards of capital leads to successful results. Plus, the dangers that lurk in ETNs, an Undiscovered Manager who doesn't flinch to do right by shareholders, and talking bonds with Dan Fuss and Michael Hasenstab.

  7. April/May 2012

    As sophisticated strategies become more accessible to everyday investors, advisors should redefine the role they play in a portfolio. Plus, Morningstar Conversation with Nobel-winner Thomas Sargent and how central bank drive gold rush.

  8. February/March 2012

    European economies are headed for deep recessions, and austerity isn't the solution. Plus, the math that matters, by Don Phillips; why investors should avoid nonlisted REITS; and how tactical funds missed their big chance.

  9. December 2011/January 2012

    Welcome to China's Universe: How to invest in what will become the world's dominant economy. Plus, Morningstar Conversation with Yale professor Zhiwu Chen, how Wedgewood uses ideas from indexers and value investors, where indexing fails, and is it rational for investors to flood into passive ...

  10. October/November2011

    Thirsty for Yield: Real yields are drying up, but opportunities for income are still out there. Plus, Morningstar Conversation with Don Yacktman, how BM&O built a winning culture, what questions to ask before buying a closed-end fund, and the muddled proposition of "to" and "through" target-date ...

  11. August/September 2011

    The Passive Invasion: ETFs are disrupting fund-distribution models, and asset management will never be the same. Plus, Morningstar Conversation with Bill McNabb and Marty Flanagan, Baron exiles create own slate of funds, better ways to analyze ETFs, and the pitfalls of peer groups.

  12. June/July 2011

    529 Plans Grow Up: New tools and transparency make it easier than ever to find right 529. Plus, 10 Questions about the college-savings challenge with TIAA-CREF's Douglas Chittenden, the inefficient pricing of moats, and utilities after Japan's crisis.

  13. April/May 2011

    State of the Fund Industry: U.S. investors are well served, but Europe's fund industry has its sights on bigger things. Plus, Morningstar Conversation with John Gunn and Greg Johnson, why bond funds are cheaper than stock funds, the lingering effects of reform on the health-care sector, and 10 ...

  14. February/March 2011

    This issue's Spotlight section looks at how active and passive investment strategies should coexist. There's also 10 Questions with Bob Olstein, a Gray Matters article on credit risk, screens, picks, and more.

  15. December 2010/January 2011

    In today's chaotic environment, a one-size-fits-all approach won't cut it.

  16. October/November 2010

    Federal estate-planning rules are still up in the air, and only careful planning can keep assets moving toward their intended recipients.

  17. August/September 2010

    Investor's have the chance to take advantage of the sector's long-term prospects.

  18. June/July 2010

    Ignoring the dangers, investors rush to fixed-income funds.

  19. April/May 2010

    Inflation. Deflation. High interest rates. Boom times. How to invest in these economic environments and more.

  20. February/March 2010

    Higher growth rates are available outside the United States - as are many of the world's best companies.

  21. December 2009/January 2010

    Skillfully applied, an allocation of alternative investments can lower a portfolio's overal risk profile.

  22. October/November 2009

    October/November 2009

  23. August/September 2009

    August/September 2009

  24. June/July 2009

    June/July 2009

  25. April/May 2009

    April/May 2009

  26. February/March 2009

    February/March 2009

  27. Fall 2008

    Fall 2008

  28. Summer 2008

    Summer 2008

  29. Spring 2008

    Spring 2008

  30. Winter 2008

    Winter 2008

  31. Fall 2007

    Fall 2007

  32. Summer 2007

    Summer 2007

  33. Spring 2007

    Spring 2007

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