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  1. 12 Contrarian Fund Picks for Your IRA

    Video Reports

    Tue, 3 Mar 2015

    actually land in the blend column, but we think of it as one of our favorite value-oriented funds. Stipp: And Morningstar analysts also have opinions about areas of the market to look over- or undervalued. If you're looking at our research

    Morningstar Analysts found at 2:37, 10:02

    think of it as one of our favorite value-oriented funds. Stipp: And Morningstar analysts also have opinions about areas of the market to look over- or undervalued. If you're looking at our research, what might that
    finances by uncovering strategies for building better portfolios from a variety of Morningstar's analysts and noted outside experts. The day's agenda includes: 1. Today's Market 2. Making Money Last in Retirement 3. Model Portfolios for Retirement
  2. Morningstar ratings

    Commentary

    Thu, 26 Feb 2015

    based on the analyst's conviction in the fund's ability to outperform ... over the long term." I have seen Morningstar Analysts Ratings (Gold, Silver, ...) for some funds, but not for any of the TIAA-CREF stuff or for ETFs. Has anyone

  3. Morningstar's Guide to College Planning

    Video Reports

    Mon, 16 Feb 2015

    tools, including a screener tool, that can help you research 529 college-savings plans and find those that Morningstar analysts say are the best of breed. So, let's turn now to the subject of financial aid, which I like to consider the

    Morningstar Analysts found at 23:54

    that can help you research 529 college-savings plans and find those that Morningstar analysts say are the best of breed. So, let's turn now to the subject of financial aid, which I like to consider the
  4. A Checklist for Foreign-Stock Fund Investors

    Headlines

    Thu, 12 Feb 2015

    expected to outperform their categories and their benchmarks over a full market cycle. When assigning ratings, Morningstar analysts focus on factors that give funds long-term competitive advantages, such as repeatable and consistent investment

  5. High Market Valuations May Signal Low Future Returns

    Headlines

    Wed, 11 Feb 2015

    attractive opportunities. Although, in the aggregate, Morningstar analysts consider the market somewhat overvalued, there are individual stocks that are attractively priced. Morningstar analysts currently assign 5-star ratings to a couple dozen

  6. The Impact of Energy Prices on High-Yield Bond Funds

    Headlines

    Tue, 10 Feb 2015

    The fund's primary energy exposure comes from a 2.6% position in preferred stock of Chesapeake Energy. Morningstar analysts are paying close attention to the approach that portfolio managers take toward the high-yield energy market

  7. Rebalancing Moves You May Need to Make

    Headlines

    Tue, 27 Jan 2015

    mind. First, even as the market isn't egregiously overvalued currently, it's not especially cheap based on Morningstar analysts ' price/fair value estimates for all of the companies in their coverage universe. The typical company we cover

  8. Is Your Retirement Portfolio's Asset Allocation on Track?

    Headlines

    Tue, 27 Jan 2015

    from target-date funds geared toward investors in your same age band can help get you in the right ballpark; Morningstar analysts ' favorite series are those from T. Rowe Price and Vanguard . Morningstar's Lifetime Allocation Indexes , informed

  9. 27 Contrarian Investment Ideas for 2015 and Beyond

    Headlines

    Wed, 14 Jan 2015

    Stock-Picker: A broad swath of industries under the energy umbrella are currently trading at sizable discounts to Morningstar analysts ' estimates of fair values, according to Morningstar's Market Fair Value graph . (Click on "Industry" in

  10. Nominees for 2014 Allocation Fund Manager of the Year

    Headlines

    Tue, 13 Jan 2015

    long-term record and enjoy a Morningstar Analyst Rating of Gold, Silver, or Bronze, which mark the funds that Morningstar analysts believe are likely to outperform their category peer groups and appropriate benchmarks on a risk-adjusted basis

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