ETF Specialist

The Evolution of the Chinese Market

As they open their doors to foreign investors, Chinese capital markets are entering the next stage of their evolution.

The Evolution of Emerging Markets

Fund Spy

A Painful 2018 So Far for Prominent Long-Short and Market-Neutral Funds

Some of our Morningstar Medalist alternative funds have struggled so far this year, but we remain confident in their long-term prospects.

Stock Analyst Update

Broadcom's Bid Is Puzzling, but Financially Reasonable

The deal to acquire CA Technologies doesn't have any clear synergies, but the premium Broadcom is paying is modest for a tech merger.

Broadcom Confirms $18.9 Billion acquisition of CA Inc.

Fund Spy

A Bold Choice Among Bond Funds

Bronze-rated AB Income scours the global fixed-income landscape for opportunities and employs leverage.

Video Report

A Quiet First Half for the High-Yield Market

Lower high-yield bond issuance has helped support prices recently, but that trend may not last.

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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

Benz's Retirement Planning Outlook at Midyear

Retirement account balances are up, but pre-retirees and retirees still face challenges ahead.

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

The 3-Fund Portfolio: Reader Follow-Up

The readers send their improvements to Taylor Larimore's three-fund portfolio.

Ben Johnson

2 New ETFs That Try to Buy Wonderful Companies at Fair Prices

These funds are yet another example of why it's important to look beyond the label to check what is in the tin.

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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Undervalued Pepsi Is a Compelling Opportunity
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Benz's Retirement Planning Outlook at Midyear
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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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A Midyear Bucket Portfolio Checkup

The Evolution of the Chinese Market

A Painful 2018 So Far for Prominent Long-Short and Market-Neutral Funds

T. Rowe Price Presses on With Multi-Asset Products

Broadcom's Bid Is Puzzling, but Financially Reasonable

A Bold Choice Among Bond Funds

A Quiet First Half for the High-Yield Market

Christine Benz's Midyear Portfolio Checkup

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Stocks

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Bonds

Morningstar Specialists

Benz's Retirement Planning Outlook at Midyear

Company Stock Ownership: The Risks Outweigh the Rewards

The 3-Fund Portfolio: Reader Follow-Up

2 New ETFs That Try to Buy Wonderful Companies at Fair Prices

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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