Wed, 30 Oct 2013
Hedge funds benefited from September’s stock and bond market rally.
Muni-bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
StockInvestor editor Paul Larson details recent changes to Morningstar's Wide Moat Focus Index, noting how the rally in wide-moat names could have them more fairly priced than lower-quality stocks.
Near-term headwinds pose no long-term setback for the company's low-cost advantages, says Morningstar's Elizabeth Collins.
Recent rebalancing of Morningstar's Wide Moat Focus Index shows that quality stocks aren't nearly as cheap as they were this time last year.
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
Although Jobs is irreplaceable, Apple has built an ecosystem that will continue to be successful years into the future, says Morningstar's Michael Holt.
Morningstar's Heather Brilliant details our 10-year track record for stocks, particularly the strong outperformance of 5-star names with competitive advantages.
Investors should keep their expectations in check with few asset classes looking particularly attractive and complacency in the marketplace, says Allocation Fund Manager of the Year David Giroux of T. Rowe Price Capital Appreciation.
Dollar-cost-averaging and avoiding overheated areas are key focus points for safe stock allocation.
Find the right yardstick before judging your performance results.
Morningstar.com posters like holdings that show them the money, while others are taking a contrarian tack.
Ask yourself these questions to find a dividend-focused winner for your portfolio.
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