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  1. Active, Passive, and In-Between

    Headlines

    Fri, 24 Apr 2015

    so clear cut in other areas of the market. There is more digging to do before closing this case. This week, Morningstar analysts , researchers, and strategists--including our director of personal finance, Christine Benz--weighed in

  2. Giving Global Macro Funds a Second Glance

    Headlines

    Thu, 16 Apr 2015

    strategic portfolio allocation. Morningstar Analyst Coverage Of the 18 multialternative funds currently covered by Morningstar analysts , we'd characterize five as running global-macro strategies. Among those five, however, two pairs of funds

  3. Our Take on the First Quarter

    Headlines

    Wed, 1 Apr 2015

    little changed in the quarter. At the start of the year, the median price/fair value ratio for firms covered by Morningstar analysts stood at 1.04 and ended the quarter at 1.03. Morningstar StockInvestor editor Matt Coffina, in his quarterly

  4. Answering Your Unanswered Questions

    Headlines

    Tue, 31 Mar 2015

    adjustment to a fair value estimate or uncertainty rating by the analyst, or a combination of both. For more on how Morningstar analysts set fair value estimates and fair value uncertainty ratings, see this Short Answer . What is the difference between

  5. Moaty Oil Stocks Worth a Second Look

    Video Reports

    Tue, 24 Mar 2015

    a big topic, very popular subject. You just gave your talk at the Morningstar Investment Conference Europe. Morningstar analysts have recently downgraded the oil price forecast. What price are we looking at now? Good : Previously we were

    Morningstar Analysts found at 0:26

    subject. You just gave your talk at the Morningstar Investment Conference Europe. Morningstar analysts have recently downgraded the oil price forecast. What price are we looking at now? Good : Previously we were using $100 per
  6. FAQs About Morningstar's Model Retirement 'Bucket' Portfolios

    Headlines

    Sun, 22 Mar 2015

    despite positioning that should have served it well. The T. Rowe fund is unlikely to be a poor performer, but Morningstar analysts think short-term bond investors have better options. Fidelity Short-Term Bond is one such fund: Despite terrible

  7. A Checklist for Taxable-Bond-Fund Investors

    Headlines

    Tue, 17 Mar 2015

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

  8. Think Twice Before Throwing Low-Risk Stock-Fund Laggards Overboard

    Headlines

    Wed, 11 Mar 2015

    companies with strong sustainable competitive advantages: The portfolio features a 71% stake in companies that earn Morningstar analysts ' wide moat designation, whereas the large-growth category average is just 48%. Senior analyst Greg Carlson

  9. How Some Funds Give More Than 100% When It Comes to Asset Allocation

    Headlines

    Tue, 10 Mar 2015

    130/30 strategy. (The same chart type is available on all fund pages, under the Portfolio tab.) Source: Morningstar Analysts As you can see, the fund has a long exposure to U.S. stocks of 124.04% and a long exposure to foreign stocks

  10. Downgrade Prompts Change in Bucket Portfolios

    Headlines

    Sun, 8 Mar 2015

    remain on the fund and are backed by a deep team of analysts, the fund retains its Silver rating. Here, too, Morningstar analysts ' bigger concern is whether outflows have the potential to derail performance. In addition to Real Return's

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