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.
Five considerations for those investing in fixed-income funds.
A dozen domestic small-cap funds earn Morningstar Fund Analyst Ratings of Gold.
Five considerations when globalizing a portfolio.
Most investors can find a good match for their portfolios among these Gold-rated funds.
Morningstar FundInvestor editors, past and present, offer some of their top fund picks for today.
Morningstar's John Rekenthaler, Russ Kinnel, and Christine Benz say investors should look past any uncertainties ahead of the presidential election and focus on the underlying fundamentals of their holdings.
In this special 50-minute panel discussion, Morningstar's Christine Benz, Russ Kinnel, and John Rekenthaler chart fund investing's course over the last two decades, discuss investors' biggest challenges today, and reveal some of their favorite longtime picks.