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  1. 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
  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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
  8. 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

  9. 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
  10. 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

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