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  1. 2014 Morningstar ETF Conference

    Headlines

    Mon, 22 Sep 2014

    Get investable ideas and engaging strategies from Morningstar analysts and other ETF experts.

  2. Carving Out a Moat in the Insurance Industry

    Video Reports

    Fri, 19 Sep 2014

    Morningstar analysts recently upgraded AIG's moat trend rating as the insurer improves its underwriting.

  3. 3 Funds for a Fairly Valued Market

    Headlines

    Wed, 17 Sep 2014

    and the large-blend category average, and management has a sizable overweighting in the energy sector, which Morningstar analysts think is the cheapest major industry currently. While many of its holdings also take up big positions in the S

  4. The Still-Sorry State of Bond-Fund Disclosure

    Headlines

    Thu, 11 Sep 2014

    version of this column originally appeared on Morningstar.com in August 2009. On any given day, you might find Morningstar analysts sifting through pages of bond-fund reports and factless "fact sheets" trying to grasp a manager's strategy

  5. Top 10 Buys and Sells by the Ultimate Stock-Pickers

    Headlines

    Wed, 3 Sep 2014

    value at the end of August, a case can still be made for stock market gains from this point forward. Source: Morningstar Analysts Looking back over the past decade, we've seen our universe of covered stocks continue to increase in two separate

  6. 11 Ways to Play Emerging Markets

    Headlines

    Wed, 27 Aug 2014

    emerging-markets question--giving their managers the latitude to emphasize or downplay emerging markets as they see fit-- Morningstar analysts have a few favorites that fit the bill. Among these, the Gold-rated Dodge & Cox International is easy to recommend

  7. 10 High-Conviction Purchases by the Ultimate Stock-Pickers

    Headlines

    Tue, 19 Aug 2014

    multiple managers. Market Fair Value Based on Morningstar's Fair Value Estimates for Individual Stocks Source: Morningstar Analysts When looking at the buying activity of our Ultimate Stock-Pickers, we tend to focus on both high-conviction

  8. Looking at Duration Doesn't Tell the Whole Story

    Headlines

    Thu, 14 Aug 2014

    flatten and steepen on a daily basis, which affects the prices of varying maturity bonds differently. - Source: Morningstar Analysts Though two fund managers may target the same duration, the underlying portfolios may vary widely in their makeup

  9. IGM iShares North American Tech ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Tue, 12 Aug 2014

    iPhone and iPad launches in China. Still and all, Morningstar analysts ' long-term view of Apple's fundamentals remains unchanged. Morningstar analysts view Apple as a firm that stands to benefit from

  10. Buy Stock-Pickers, Avoid Sector-Pickers

    Headlines

    Thu, 7 Aug 2014

    copy of FundInvestor here . Morningstar analysts often turn to attribution ..... three-year results. Source: Morningstar Analysts . Funds ranking in the top ..... 119 basis points. Source: Morningstar Analysts . Screening the Morningstar

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