A long-tenured manager and a disciplined all-cap growth approach make this unusual fund worth a closer look.
Investors should avoid over-engineering an income-only portfolio and consider a total return approach to generating the income they need, says Vanguard's Fran Kinniry.
Valuations are high, but Morningstar's quantitative equity ratings uncover two key areas to consider.
Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.
Facebook makes the most of mobile, focus pivots to Apple's pipeline, Chipotle may be moat-worthy, and more.
These two Australian energy companies should see strong returns over the next decade.
Although inflation has ticked up from 2013 levels, it remains below its historical average and a long way from a worrisome level, says Morningstar's Bob Johnson.
Regulation, rates, and real estate all made headlines in the financial-services sector in recent months and could create ongoing headwinds for several firms.
With its size-meets-value approach, this large-cap fund could be a suitable core holding.
Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.
This company regularly considers an additional fifth special dividend per year, which can turn into a nice payout for shareholders.
©2014 Morningstar Advisor. All right reserved.