Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 13.

Video Report

The Week Ahead: Banks, Netflix Kick Off Earnings Season

We'll see reports from General Electric, Johnson & Johnson, and IBM. Plus, retail sales, industrial production, and housing starts.

Premium Exclusive

Christine Benz's Midyear Portfolio Checkup

Premium Members: Watch our online event with Christine Benz's five easy steps to a midyear checkup.

Stocks

Find undervalued stocks, firms with wide moats, and stock screeners.

Funds

See our list of medalist ratings, favorite funds, and articles from our fund experts.

ETFs

Get the latest news, insights, and analysis from the ETF world.

Bonds

Bonds are an important part of almost all investors' portfolios. See our favorite core bond funds.

Christine Benz

A Midyear Bucket Portfolio Checkup

As interest rates roil the bond market in 2018's first half, we assess the damage.

Mark Miller

Company Stock Ownership: The Risks Outweigh the Rewards

Don't let your company's stock weigh down your retirement plan, warns contributor Mark Miller.

John Rekenthaler

Diversification, Asset Allocation, and Rebalancing

Would the three-fund idea have worked 20 years ago?

Ben Johnson

A Look at the Menu of Chinese Equity ETFs

No two dishes on this expansive menu are alike.

Russ Kinnel

Kinnel: Do Large-Growth Outflows Matter?

Assets may still be flowing out of actively managed large-growth funds, but that doesn't provide investors with a strong buy or sell signal.

Karen Wallace

10 Cheap Companies That Share Profits With Investors

The Morningstar US Dividend and Buyback Index focuses on companies that are shareholder-friendly capital allocators.

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5-Star Stocks

Looking for bargains? These companies are all trading below what our analysts think they are worth.

Medalist ETFs

These exchange-traded funds have what it takes to win in the long run.

Medalist Upgrades

We recently raised our rating on these funds to Gold, Silver, or Bronze.

Medalist Funds

These funds receive our analysts' highest ratings: Gold, Silver, or Bronze.

Wide Moat + Undervalued

Start your stock-picking here: High-quality companies at a good price.

Wide Moat Stocks

These are the highest-quality companies we cover.

Sustainability Matters

5 Things About Sustainable Investing in the First Half of 2018

Fink's letter, Parkland, Labor Department guidance on retirement plans, new funds, and record flows.

Sustainability Matters

3 Ways to Follow Jeremy Grantham's Advice on Climate-Aware Investing

Grantham's 'race of our lives' speech outlined the dire consequences of climate change.

Sustainability Matters

Don't Get Thrown Off by Sustainable Fund Labels

Different terms like ESG, impact, or sustainable are unreliable guides to distinguishing among strategies.

Sustainability Matters

Watch Jeremy Grantham's 'Race of Our Lives' Speech

This video is part one of five from GMO's Jeremy Grantham's address at the 2018 Morningstar Investment Conference.

The Many Dimensions of Sustainable Investing

Download our white paper to learn more about the nuances of the sustainable investing landscape.

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Morningstar Portfolio Manager connects the securities you own to our proprietary tools and data points. Learn the number of wide moat stocks and Gold rated funds that are currently in your portfolio.

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16 Overpriced Stocks With Eroding Moats

Morningstar Runs the Numbers

Investing Insights: Vanguard, Pepsi, and a Midyear Outlook

The Week Ahead: Banks, Netflix Kick Off Earnings Season

Christine Benz's Midyear Portfolio Checkup

Investing Libraries

Stocks

Funds

ETFs

Bonds

Morningstar Specialists

A Midyear Bucket Portfolio Checkup

Company Stock Ownership: The Risks Outweigh the Rewards

Diversification, Asset Allocation, and Rebalancing

A Look at the Menu of Chinese Equity ETFs

Kinnel: Do Large-Growth Outflows Matter?

10 Cheap Companies That Share Profits With Investors

Morningstar Videos

Best Investments

The Morningstar Sustainability Rating for Funds

5 Things About Sustainable Investing in the First Half of 2018

3 Ways to Follow Jeremy Grantham's Advice on Climate-Aware Investing

Don't Get Thrown Off by Sustainable Fund Labels

Watch Jeremy Grantham's 'Race of Our Lives' Speech

The Many Dimensions of Sustainable Investing

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