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  1. How to Use Morningstar's Retirement Portfolios

    Video Reports

    Fri, 30 Jan 2015

    has created a series of retirement saver and in-retirement bucket portfolios for investors. They're quite popular on Morningstar . com . But how should you apply these portfolios to your own? Here to offer some tips is Christine Benz. Christine, thanks

    Morningstar.com found at 0:13

    retirement saver and in-retirement bucket portfolios for investors. They're quite popular on Morningstar.com . But how should you apply these portfolios to your own? Here to offer some tips is Christine Benz. Christine, thanks for joining
  2. A Quick Guide to Reviewing Your Holdings

    Headlines

    Thu, 29 Jan 2015

    indication of whether it is growing and to what degree. You can find Revenue under the Key Ratios tab on stock pages on Morningstar . com . Operating Margin: A measure of company profitability. The wider the operating margin, the more the company makes on

  3. 3 Risks That Might Be Lurking in Your Portfolio

    Video Reports

    Wed, 28 Jan 2015

    2015 5-Point Retirement Portfolio Checkup special report. Jason Stipp: I'm Jason Stipp for Morningstar. As part of Morningstar . com 's [5-Point] Retirement Portfolio Checkup week, we're helping investors assess their asset allocations, their individual

    Morningstar.com found at 0:06

    special report. Jason Stipp: I'm Jason Stipp for Morningstar. As part of Morningstar.com's [5-Point] Retirement Portfolio Checkup week, we're helping investors assess their asset allocations, their individual positions, and also size up some of the
  4. A Roadmap for Assessing Retirement Portfolio Performance

    Headlines

    Wed, 28 Jan 2015

    information for target-date funds from various providers on Morningstar . com . The Vanguard Target Retirement series funds are particularly ..... relevant time period, and even if it wasn't saved to Morningstar . com for that complete time period, you can still enter it retroactively

  5. Rebalancing Moves You May Need to Make

    Headlines

    Tue, 27 Jan 2015

    of information you'll get in a brokerage or 401(k) statement, usually in the form of a pie chart. You can also use Morningstar . com 's Premium Portfolio X-Ray or Instant X-Ray tool to see your true asset allocation based on the underlying holdings

  6. Accumulators: Is Your Retirement Plan on Track?

    Headlines

    Sun, 25 Jan 2015

    Bogleheads site provides a helpful overview --with links--to both free and paid retirement-planning calculators, and Morningstar . com readers shared some of their favorite retirement-planning resources in this article . Because all of these calculators

  7. 4 High-Conviction Foreign-Stock Funds

    Video Reports

    Fri, 23 Jan 2015

    Christine Benz: Hi, I'm Christine Benz for Morningstar . com . With some prominent foreign-stock funds shutting ..... Thanks for watching. I'm Christine Benz for Morningstar . com . FundInvestor Newsletter Want to hear more from

    Morningstar.com found at 0:05, 9:38

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com . With some prominent foreign-stock funds shutting their doors, some investors interested in globalizing their portfolios may be on the hunt for new
    picks. Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com . FundInvestor Newsletter Want to hear more from the mutual fund experts? Subscribe to Morningstar Fundnvestor for exclusive research, coveted analysis and proprietary
  8. HELP! I can not search 10Ks from Morningstar.com . Ther'e no find option. I've tried various browsers...

    Commentary

    Thu, 22 Jan 2015

    and nothing worked. I can search them from other sites on the web, but would prefer the conveience of being able to search 10Ks from morningstar. Thanks.

  9. Scotiabank

    Commentary

    Thu, 22 Jan 2015

    BNS, anyone? http://www.reuters.com/finance/stocks/overview?symbol=BNS http://quotes. morningstar . com /stock/bns/s?pgid=hetopquote&t=BNS

  10. Is My Target-Date Fund Layering On Extra Fees?

    Headlines

    Tue, 20 Jan 2015

    both of which can be found under the Expense tab on fund pages on Morningstar . com . Target-date funds that don't charge an overlay fee generally ..... finance question you'd like answered? Send it to TheShortAnswer@ morningstar . com .

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