2013/05/05
We bring Berkshire to you with our on-the-spot meeting coverage.
Sign-up for 2013 Berkshire Hathaway Annual Meeting investment picks
2013/04/15
Analyst Reports are a benefit of Premium Membership.
Sign-up for Morningstar's New Closed-End Fund Analyst Reports investment picks
2012/09/04
Understanding the differences and similarities between these two popular indexing strategies can affect your portfolio planning.
Sign-up for S&P 500 vs. Total Stock Market: Which Is Right for You? investment picks
2012/08/09
Arm yourself with the facts on how frequently people need long-term care, how much it costs, and how long it's needed.
Sign-up for 40 Must-Know Statistics About Long-Term Care investment picks
2012/08/05
Dental care, as well as skyrocketing health-insurance premiums and property taxes, top readers' lists of unwelcome in-retirement costs.
Sign-up for What Unexpected Expenses Crop Up in Retirement? investment picks
2012/07/16
Investing in emerging markets doesn't have to involve high risk.
Sign-up for Emerging-Markets Funds for the Cautious or Aggressive Investor investment picks
2012/05/18
We take a deep dive into one of the most anticipated offerings in years.
Sign-up for Morningstar's Take on the Facebook IPO investment picks
2012/05/01
Morningstar analysts take into account multiple factors in determining a company's intrinsic worth.
Sign-up for Estimating Stocks' Fair Values a Complex Process investment picks
2012/03/20
Understand how to go global without going out on a limb.
Sign-up for What's the Right Foreign Allocation? investment picks
2012/02/02
Plus, Thornburg loses Growth manager and more.
Sign-up for Huge Facebook IPO, Small Impact on Funds investment picks
2012/01/08
Morningstar.com posters like holdings that show them the money, while others are taking a contrarian tack.
Sign-up for Dividend Payers, Vanguard Wellington Top Readers' Lists of High-Conviction Holdings investment picks
2011/11/14
I-Bonds boast tax advantages, but purchase limits damp appeal.
Sign-up for TIPS Versus I-Bonds investment picks
2011/04/12
See what we recommend for risk-averse ETF investors.
Sign-up for A Conservative ETF Portfolio for Retirees investment picks
2011/04/12
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
Sign-up for A Moderate ETF Portfolio for Retirees investment picks
2011/03/20
Readers opine about rising premiums and the pros and cons of self-insuring.
Sign-up for Is Long-Term Care Insurance Right for You? investment picks
2011/03/18
An estate-planning expert shares insights on who needs to take action--and who doesn't.
Sign-up for Is Your Wealth Safe Under New Estate Tax Laws? investment picks
2011/03/17
We offer some tips for tax-conscious yield-seekers along with some traps to avoid.
Sign-up for Dividends and Taxes: Dos and Don'ts investment picks
2011/02/16
Conduct a quick portfolio checkup using our handy tool.
Sign-up for X-Ray Your Retirement Accounts--and Interpret the Results investment picks
2011/01/28
These noteworthy funds show investors the money.
Sign-up for Dividend-Paying Funds That Are Top Picks for Retirees investment picks
2010/11/04
This tried-and-true investment method helps investors navigate volatile markets.
Sign-up for How Dollar-Cost Averaging Can Smooth Your Returns investment picks
2010/08/31
The Combine feature in Morningstar.com's Portfolio Manager tool allows investors to create a streamlined view of their assets to help accomplish specific goals.
Sign-up for Optimize Your Portfolios by 'Combining' Them investment picks
2010/02/15
A few basic metrics can guide you.
Sign-up for How Tax-Efficient Is Your Mutual Fund? investment picks
2010/02/15
The last decade was a bucking bronco that threw off many investors.
Sign-up for Bad Timing Eats Away at Investor Returns investment picks
2010/01/07
If you've determined your portfolio needs more bonds now, here are some thoughtful ways to structure your allocation to the hot asset class.
Sign-up for Don't Get Burned by Your Bonds investment picks
2009/09/17
This mild portfolio is geared toward conservative investors with 10-year time horizons.
Sign-up for A Conservative Model Portfolio for Retirees investment picks
2009/07/02
A couple retires early, but they're not worry-free.
Sign-up for Leaving a Legacy for a Special-Needs Child investment picks
2008/12/11
Tax-loss selling in these accounts is not the slam-dunk that it is for taxable holdings.
Sign-up for Should You Take a Loss in Your IRA? investment picks
2008/11/06
This vehicle can lessen the impact of tax increases.
Sign-up for Is the Roth 401(k) Right for You? investment picks
2013/4/30
NEW YORK (MarketWatch) - U.S. stocks on Tuesday chalked up tepid gains, with the S&P 500 index SPX advancing for a sixth month, its longest such stretch since September 2009.
Sign-up for PULSE: U.S. stock indexes end with April gains investment picks
2013/4/30
Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on Bank of America common stock of $0.01 per share, payable on June 28, 2013 to shareholders of record as of June 7, 2013.
Sign-up for Bank of America Declares Quarterly Dividends investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Which Is Right for You?, A Conservative ETF Portfolio for Retirees
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity