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  1. 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

  2. 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

  3. 27 Contrarian Investment Ideas for 2015 and Beyond

    Headlines

    Wed, 14 Jan 2015

    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

  4. 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

  5. Fund Costs: The Good and Bad News

    Headlines

    Fri, 9 Jan 2015

    dominated the industry--meaning both load funds and retail no-load shares--are bleeding assets. - source: Morningstar Analysts The marketplace has spoken. In aggregate, fund companies have not delivered enough benefit via above-market returns

  6. Nominees for 2014 Domestic-Stock Fund Manager of the Year

    Headlines

    Mon, 5 Jan 2015

    during his tenure. As a result, the fund has been an easy one for investors to own, with good investor returns. Morningstar analysts Gretchen Rupp, Jeff Holt, Laura Lallos, David Kathman, and Katie Reichart contributed to this column.

  7. Our Take on the Fourth Quarter

    Headlines

    Thu, 1 Jan 2015

    valuations haven't changed much due to rising earnings. The median price/fair value ratio of all stocks covered by Morningstar analysts started the quarter at 1.00 and ended at 1.04. Morningstar StockInvestor editor Matt Coffina wrote in his

  8. A Russian Reminder

    Headlines

    Mon, 29 Dec 2014

    performer for the period. Morningstar analysts rate six funds in the emerging ..... results are as follows: Morningstar analysts rate 15 world-bond funds ..... markets debt investors. Morningstar analysts review such performance shocks

  9. Putting Fair Value Estimates in Context

    Headlines

    Tue, 23 Dec 2014

    also are computed for exchange-traded funds, ETFs, based on the underlying holdings that are under coverage by Morningstar analysts . (Stocks in the portfolio that are not covered are assumed to be fairly valued.) ETFs are given a valuation

  10. T. Rowe Price Remains on Top

    Headlines

    Thu, 18 Dec 2014

    five- and 10-year periods through November were 40 and 35, respectively. Five of the eight funds covered by Morningstar analysts are Morningstar Medalists. The international funds still lag T. Rowe's domestic-equity funds in terms of

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