This fund has to overcome a major hurdle with its expenses, but it has far exceeded expectations in a short time frame.
The health-care sector has a higher volume of moat firms compared with other industries, and companies' patent and brand power deliver very strong returns on capital.
Consumer savings rates are great leading indicators for future consumption, and the current savings rate has increased appreciably in the last few months.
Companies with fortified moats can stave off competition and tend to have better risk-adjusted returns than the broader market.
This week: Financial-services firms post lukewarm earnings, two tech giants strike a deal, Time Warner turns down a foxy offer, and more.
These large real estate firms aren't trading at discounts, but their favorable growth dynamics and strong competitive positions make them ideal for investors' watchlists.
In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.
Despite some weak headline numbers, this week's economic data show ongoing year-over-year improvement, but they still don't change Morningstar's Bob Johnson's GDP outlook.
In this special one-hour presentation, Morningstar experts share their takes on how investors can navigate a world with slightly overvalued stocks, an uncertain interest-rate environment, and a slow-growing economy.
Bank-loan funds have seen outflows in 2014 as investors have become less concerned about rising rates, but flows to such funds could increase when rates do eventually move higher.
With its record of high profitability and very strong shareholder returns, this banking firm stands out.
Despite equities' strong returns, investors remain unexcited about stocks and instead continue to put more money to work in bond funds.
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