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 June 22.

Video Report

Investing Insights: Dividends, TIPS, and Tax Deductions

We discuss asset growth at PIMCO Income, dividend stock picks in healthcare, and more on this week's episode.

Subscribe to Investing Insights

Premium Exclusive

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

Where's the Best Place to Park Your Cash?

Yields are going up, but be sure to mind liquidity, safety, and tax issues.

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

Investment Truths Aren't Always Bite-Size

Often, things aren't as simple as they are presented.

Karen Wallace

10 Newest Stocks in the Wide-Moat Focus Index

The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in June.

Russ Kinnel

Why Investors Are Making Better Use of Their Funds

The gap between the official total returns and those actually experienced by investors across all mutual funds continues to shrink.

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.

2 Gold-Rated Artisan Funds, but Only 1 Open Door

| Transcript

Now Playing
How to Find Safe Dividends
| Transcript
Now Playing
Why P&G Is Attractive
| Transcript
Now Playing
2 Gold-Rated Artisan Funds, but Only 1 Open Door
| Transcript

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

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

How Passive and Sustainable Investing Can Intersect

Jon Hale says it's more possible today to create an index based on ESG factors than ever before.

Sustainability Matters

Screening for Low-Carbon Medalist Funds

The number of choices varies across Morningstar Categories.

The Many Dimensions of Sustainable Investing

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

Don't just track your investments, improve them.

Name your portfolio

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.

Add an investment

Save your portfolio to add more investments

7 Cheap Small-Cap Stocks With Moats

Morningstar Runs the Numbers

BT's Fundamental Value Is Overlooked

Investing Insights: Dividends, TIPS, and Tax Deductions

Premium Exclusive

5 of the Best Businesses to Own for the Long Haul

Investing Libraries

Stocks

Funds

ETFs

Bonds

Morningstar Specialists

Where's the Best Place to Park Your Cash?

Company Stock Ownership: The Risks Outweigh the Rewards

Investment Truths Aren't Always Bite-Size

10 Newest Stocks in the Wide-Moat Focus Index

Why Investors Are Making Better Use of Their Funds

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

Morningstar Videos

How to Find Safe Dividends

Why P&G Is Attractive

2 Gold-Rated Artisan Funds, but Only 1 Open Door

How to Find Safe Dividends

Why P&G Is Attractive

2 Gold-Rated Artisan Funds, but Only 1 Open Door

Best Investments

The Morningstar Sustainability Rating for Funds

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

Don't Get Thrown Off by Sustainable Fund Labels

How Passive and Sustainable Investing Can Intersect

Screening for Low-Carbon Medalist Funds

The Many Dimensions of Sustainable Investing

Your Portfolio

Don't just track your investments, improve them.

Contact Us

About Us

International Sites

Products

sponsored

Premium Exclusive

Investing Libraries

Morningstar Specialists

Morningstar Videos

How to Find Safe Dividends

Why P&G Is Attractive

2 Gold-Rated Artisan Funds, but Only 1 Open Door

Best Investments

The Morningstar Sustainability Rating for Funds

Your Portfolio

Don't just track your investments, improve them.