Brimming with large-cap dividend payers, these funds make fine core holdings.
Premium Exclusive: Our analysts have lowered their fair value estimates on these stocks by more than 10%.
Premium Exclusive: Our analysts have increased their fair value estimates on these stocks by more than 10%.
Premium Exclusive: The market was unimpressed with the results from these moaty companies this week, but we think their long-term stories remain intact.
Premium Exclusive: These stocks have momentum on their side yet still look undervalued by our metrics.
These no-moat, very high and extremely high uncertainty stocks are richly priced according to our price/fair value ratio.
These wide- and narrow-moat stocks shifted into 4-star territory this week.
Premium Exclusive: Several high-quality names are trading below our estimates of their fair values.
Here are some of Morningstar's favorite muni funds across various maturities and quality ranges.
Here are some of Morningstar's favorite taxable-bond funds across high- and low-quality, U.S. and foreign.
Currently trading in 4- or 5-star range, these companies all carry positive moat trends.
Managers from Oakmark, American Century and Diamond Hill picked up airlines, health-care companies, and an industrial distributor in the fourth quarter.
These stocks are all in the red this year yet continue to trade above our estimates of their fair value.
These stocks have gained twice as much as the S&P 500 in 2017 yet remain undervalued according to our metrics.
Managers from Aberdeen, Matthews, and Oakmark have bought shares of Chinese Internet companies, a global ad agency, and a cable giant.
Managers from American Century, ClearBridge, and Blackrock have picked up energy stocks, IT plays, and an underappreciated retailer.
Managers from BBH, Dodge & Cox, and Oakmark picked up a grocer, healthcare companies, and--somewhat surprisingly--Netflix last quarter.
Our equity analysts share their favorite picks at the end of the third quarter.
These high-quality names are on sale.
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?