Silver-rated AQR Managed Futures has performed well for investors over time and, unlike many of its peers, its fees are as advertised.
The regulated-utilities sector is significantly overvalued after 2014's monster gains, but investors looking for exposure should keep an eye on Southern Company and Duke Energy.
Even after a recent manager change, we still believe Bronze-rated Vanguard Convertible Securities is a solid, low-fee option for convertibles exposure.
Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.
As employers continue to deplete the pool of available workers, labor scarcity will likely result in better wage growth in the U.S.
Demographic trends could lead to a shortage of workers in the coming years, potentially boosting the wages of some skilled positions but hurting corporate earnings, says Morningstar's Bob Johnson.
A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees, says Morningstar's Christine Benz.
WisdomTree Europe Hedged Equity offers a high-quality portfolio of dividend-paying equities while hedging against currency risk.
Hear about Morningstar's latest take on energy stocks, the cost of equity, and real estate portals.
Subdued inflation complicates the Fed's path to normalization. Plus, a 'Grexit' forestalled, HP wobbles, and home-improvement retailers shine.
Constrained truckload capacity should continue to be a tailwind for the transportation industry, but generally lofty valuations mean little margin of safety for investors.
We serve up some solid ideas for taxable accounts among muni funds, tech stocks, MLPs, and core broad market ETFs.
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