Specialists discuss what low-volatility strategies can and can't contribute to a portfolio.
A trio of investors at the Morningstar ETF Conference debate the future of value investing, the most effective metrics to use, and where a value approach works best.
When it comes to factor- or style-based investing, valuations matter.
Medalist managers from Blackrock, JPMorgan, and T. Rowe Price have scooped up shares of Mattel, General Electric, and UPS.
These names all gained more than 10% during the past three months yet remain undervalued by our metrics.
These medalist managers from Artisan, Dodge & Cox, and Vontobel picked up Internet giants, depressed energy stocks, and a European telecom last quarter.
Here's where Gold-rated investors from Diamond Hill, Dodge & Cox, and Oakmark have found opportunity.
Three outstanding managers share their outlooks for inflation, interest rates, and the fixed-income market in general.
Value investing can be uncomfortable. Here's how to make it less so.
Diversifying beyond bonds and focusing on income-paying stocks with sustainable dividends remains the best recipe for today's retirees, say these managers.
It sure does--but don't disregard valuation.
Where we are today, where we're going, and what it means for investors.
Smaller companies, value stocks, and emerging-markets are among the best ideas from a trio of panelists at the Morningstar ETF Conference.
ETFs can help investors effectively manage their assets for their most significant goal, said panelists at the Morningstar ETF Conference.
Panelists at the Morningstar ETF Conference discuss what sector-based investing brings to the table, what the pitfalls are, and what sectors are attractive today.
Experts at the Morningstar ETF Conference define liquidity and discuss how bond-focused ETFs have managed during market duress.
A trio of Morningstar analysts share their outlooks for and opportunities in the healthcare, consumer, and basic materials sectors.
Bond market experts discussed their expectations of the Fed this year, risks inherent in the bond market today, and how investors can manage those risks going forward.
Three money managers share their favorite stocks, what they’ve purchased and sold recently, and what role macroeconomic issues play in their investment decisions.
These stocks are undervalued based on a half-dozen valuation metrics.
These wide-moat stocks are all trading at least 25% below their fair value estimates.
These stocks are all expensive based on their prices relative to Morningstar’s fair value estimates.
Favoring equities, buying TIPs, and owning real estate are among the inflation-hedging strategies used by Morningstar.com readers.
These narrow-moat companies with positive moat trends are all trading in 4- and 5-star range.
Morningstar.com readers fear these Vanguard, Fidelity, and other funds are getting too big to continue their winning ways.
Morningstar.com's readers discuss which closed funds they'd like to own--and offer tips and tricks for getting into limited-access funds.
Morningstar.com readers share what they own in their IRAs and why.
The market was unimpressed with the results of these wide-moat companies during earnings season, but we think their positive long-term stories remain intact.
Morningstar.com readers share their strategies for lightening the tax load in retirement.
These three Morningstar Medalists proactively limit the tax collector's cut and generate solid risk-adjusted returns.
Morningstar.com readers weigh in: Is this year's downdraft a buying opportunity, signal of a coming recession, or noise to tune out?
Morningstar.com readers discuss whether and how they're investing in developing markets.
Impregnable competitive advantages don't necessarily guarantee predictable cash flows.
Morningstar.com readers share their contrarian strategies and discuss what they're buying today.
Morningstar.com readers share which of their investments are allowing them to sleep at night these days.
Don't let these five behaviors sabotage your financial health this year.
Recent selling in the U.S. equity market has driven a handful of wide-moat stocks into 5-star territory.
These no-moat, high-uncertainty stocks are overpriced today.
Recent sell-off has driven several wide-moat stocks into 5-star territory.
Daring investors can round out their income portfolios with small--very small--dashes of real estate, energy, and utilities.
Here are some of Morningstar's favorite funds across high- and low-quality, U.S. and foreign, and taxable and tax-free categories.
The interplay of several elements--economic moats, strong finances, and balanced payout ratios--creates a reliable stream of dividends, says Morningstar's Josh Peters.
At the Morningstar ETF Conference, a trio of experts debated whether these strategies can work--and whether they can work for investors.
At the Morningstar ETF Conference, fixed-income specialists from PIMCO, BlackRock/iShares, and Research Affiliates talked about where it makes sense to index in the bond market, how to benchmark a fixed-income portfolio, and more.
Owning no-moat, high-uncertainty stocks requires a different set of expectations than owning higher-quality names.
Market volatility has an underappreciated silver lining--the chance to buy some of the best companies in the world at a discount.
The importance of stewardship, total wealth, investor returns, and strategic beta for today's investors.
Store closings and head-count reductions should drive margin expansion in coming years, says Morningstar.
What they are, where they came from, where they're going--and how to evaluate them.
These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold.