Raise a glass: Morningstar turns 35 today. Let's celebrate with some of our favorite mutual fund, ETF, and stock ideas.
T. Rowe Price's David Giroux and Wellington Management's Jean Hynes talk value investing, innovation in healthcare, and where they're finding opportunity.
These wide-moat, low-uncertainty names are reliable.
AQR's Cliff Asness digs into why some multifactor quantitative strategies have been struggling.
Managers from Oakmark, Diamond Hill, and BBH have taken new positions in a beer business, a telecom, and one of the world’s largest consumer product companies.
One stock achieved wide-moat status last month, while three others earned narrow moat ratings.
Here's Morningstar's take on the behemoth's common stock holdings.
Plus, the 10 cheapest names in the index today.
These are the most undervalued stocks we cover with positive moat trends.
A dozen names in the sector earn positive moat trends—and two of the bunch are on sale.
We also upgraded two stocks to narrow-moat status last month. And the icing on the cake: Most of these names are undervalued by our metrics.
Here are some of our analysts' best ideas across sectors.
We’ve cut our fair value estimates on these stocks by more than 10%, but we still like the fundamentals of these companies--at the right price.
These Gold-rated intermediate-term bond funds can provide ballast to a portfolio no matter your life stage.
In a nod to March Madness, here’s our list of elite stocks--and they’re on sale, too.
We expect these high-yielders to sustain their dividends in the future. Plus, they’re cheap.
These narrow- and wide-moat names are beating the market this year yet remain undervalued according to our metrics.
These Gold-rated mutual funds and ETFs provide exposure to the strongest-performing part of the equity market this year.
These wide-moat, low uncertainty names may be slightly overpriced today, but they should be on quality seekers’ watchlists.
These wide- and narrow-moat international stocks are trading well below our fair value estimates.
We like these short- and intermediate-term bond funds as a place to stash your money for the near future.
These stocks enjoyed fair value increases in February. But are they worth buying today?
These names stand to significantly benefit from transformative technologies.
In his annual letter to Berkshire Hathaway shareholders, Warren Buffett argues why the whole is much greater than the sum of its parts--and comments on that sizable cash stake.
These companies may have what it takes to thrive in the future.
These stocks are among the top-10 holdings in several of our favorite dividend-growth funds.
Learn what brought about these Morningstar Analyst Ratings changes.
These undervalued names may not have moats today, but they're maintaining or growing their competitive positions.
These Morningstar Medalists from domestic- and foreign-equity fund categories have started accepting new money.
Several cases can be made for buying what seem to be fairly valued high-quality stocks.
Managers from Dodge & Cox, Diamond Hill, Oakmark, and BBH bought energy companies, an online retailer, and a premium spirits producer--among others--last quarter.
One new stock under coverage earned a narrow moat in January, while four other firms experienced fair value increases of more than 10%.
Here's an update on the cheapest stocks in the Morningstar US Dividend Growth Index and what stocks are in and out as of the latest reconstitution.
These low- and medium-uncertainty stocks are trading at the largest discounts to our fair value estimates.
We review the adds and drops from the latest reconstitution as well as the index's cheapest names today.
These firms all have wide and narrow economic moats but earn poor stewardship ratings.
These wide-moat, low uncertainty names are trading in 4- and 5-star range.
Equities are starting to look attractive. Here are some of our analysts' best ideas across sectors.
One company was awarded a moat last month while a few others experienced fair value increases of 10% of more.
At the end of the year, we review some of our best ideas in dividends.
More than 50 stocks derive their wide moats from just one source. Is that a problem?
Our analysts offer their picks among large-cap value, foreign, and high-quality stock funds.
These wide- and narrow-moat stocks are each up more than 20% this year and are undervalued by our metrics.
These dividend payers all carry wide moats, yield more than 5%, and trade in 4- and 5-star range.
These wide- and narrow-moat companies have all undergone fair value cuts of 10% or more, yet we think they're attractively priced.
Here are some defensive investments to consider in this volatile market.
We raised the economic moat ratings of two stocks last month and significantly increased our fair value estimates on 10 others.
These wide- and narrow-moat stocks moved into 4-star territory after Tuesday's market rout.
Companies with moats derived from these two sources have delivered the highest returns on invested capital.
Despite the sector's pullback, these narrow- and wide-moat names look overvalued to us.