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Research & Insights

  1. Investment Insights

    A Least-Bad Option for Foreign Developed Equity Exposure

    Large-cap U.K. stocks have good exposure to faster-growing emerging markets, have a defensive tilt, and are trading at attractive valuations.

  1. Investment Insights

    How Facebook Will Sneak Into Your ETFs

    Facebook will be added to the holdings of several of these ETFs soon. Other funds, however, won't be graced with the presence of the social-networking giant for weeks--or months--to come.

  1. Leuthold Manager Dies

    Plus, DWS talks break down and more. 

  2. Morningstar's Take on the Facebook IPO

    We take a deep dive into one of the most anticipated offerings in years.

  3. Introducing Changes to Morningstar's Equity Valuation Methodology

    We've enhanced our methodology, which could result in modest fair value changes.

  4. Lifting the Curtain on Changes at American Funds Bond Fund of America

    Recent changes to this fund's portfolio manager structure shows much tinkering going on.

  5. A Fund Makeover With Positive Results

    A former real-estate-focused fund morphed into a globally invested hybrid fund over the course of a few years. 

  6. Two Equity-Focused Inflation Fighters

    Here are two favorite natural-resources funds from opposite sides of the oil patch.

Recent Articles

TitleCollectionAuthorDate
A Least-Bad Option for Foreign Developed Equity ExposureInvestment InsightsPatricia Oey05/18/2012
How Facebook Will Sneak Into Your ETFsInvestment InsightsRobert Goldsborough05/18/2012
Leuthold Manager DiesFund TimesMorningstar Fund Analysts05/18/2012
Morningstar's Take on the Facebook IPOInvestment InsightsMorningstar.com05/18/2012
Introducing Changes to Morningstar's Equity Valuation MethodologyInvestment InsightsMatthew Coffina, CFA05/17/2012
Lifting the Curtain on Changes at American Funds Bond Fund of AmericaInvestment InsightsJanet Yang, CFA05/17/2012
Recency Bias Often Has CompanyPractice BuilderMichael M. Pompian05/17/2012
Client Personalities and Behavioral BiasPractice BuilderJustin A. Reckers and Robert A. Simon05/17/2012
Looking to Reduce Your Market Footprint?Alternatives InvestingJosh Charney05/17/2012
Using Currency Mutual Funds to Build a Better PortfolioAlternatives InvestingTerry Tian05/17/2012
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