The calendar will be some fund managers' best friend in the coming months.
Sometimes seen as a tool for day-traders, exchange-traded funds are well-suited to the needs of the buy-and-hold set, as well.
Women typically have fewer years in the workforce and live longer than men, so it's critical for them to be educated about saving for retirement as well as family finances, says TIAA-CREF's Sheila Gugliuzza.
Despite their shortcomings, these Neutral-rated funds have seen net inflows in recent years.
We're setting the record straight on the TR, PR, and NR designations.
Despite net outflows during the past half decade, these equity funds are still worthy of your consideration.
Oct. 21-22: Get your college-planning finances in check with our practical tips and takeaways. Plus, tune in for Morningstar's annual 529 plan ratings report.
Improvements across the 529 spectrum helped increased the medal count in our annual plan ratings, says Morningstar's Laura Lutton.
Not all 529 plans are created equal, which is why it pays to examine a plan's portfolio construction, management style, pricing, and stewardship before investing.
With age-based and fixed-allocation options, and direct-sold and advisor-sold plans, college savers have a lot of choices, but it's often a gut-check decision as to what's right for them.
Many states offer tax credits or deductions based on 529 contributions, but savers should also consider whether the tax advantages are worth going with a specific state's plan.
Although several states have favorable options, savers should check the tax advantages of their own state's plans before putting money into an out-of-state vehicle.
We tackle some common misconceptions about the popular college-savings vehicle.
Having multiple children entering college at the same time doesn't mean each shouldn't have his or her own 529 account.
Options include cash gifts and funding a 529, but beware the financial aid impact.
Knowing financial aid rules is key given the rising cost of higher education.
UGMA/UTMA accounts offer tax advantages, but beware of pitfalls.
Portfolio diversification has become more challenging during the past five years, as our matrixes show.
Alternative indexing strategies--seen as a way to boost returns and manage risk--are generating lots of buzz.
Fidelity's target-date fund series shifts more into equities. Plus, the persistent gender gap in investing, and why wealthier retirees feel poorer.
Sector and region ETFs are particularly prone to relying heavily on a handful of stocks.
In rare cases a fund's name and its category will be mismatched.
For investors looking to build a portfolio based on rock-bottom fees, here's a list of funds and ETFs that can serve as building blocks.
Here's why commodities investors need to know this term and its counterpart, backwardation.
Morningstar experts give their outlooks for this beaten-down segment of the market.
We answer 529-related questions about college loans, study-abroad programs, and what happens to the money if you declare bankruptcy.
Morningstar.com readers sound off on what types of investments they will not buy--and the list is long.
These quality funds with smaller asset bases have portfolios built around solid companies.
Using target-date funds as a benchmark can help you gauge your retirement portfolio's performance versus that of the pros.
The anniversary of the Lehman bankruptcy gave Morningstar.com readers a chance to look back at how the financial crisis changed them as investors.
Since the Lehman Brothers bankruptcy five years ago, we've seen several notable shifts in how investors have been allocating their investment dollars.
Unhappy with your plan's age-based portfolio choices? Consider using pure-equity, pure-bond, or pure-cash offerings to supplement them.
These domestic-stock funds have portfolios with low P/E ratios.
Self-directed IRAs can hold real estate, private equity, precious metals, and other nonsecuritized investments, but transparency and fraud can be problems.
A handful of analyst-recommended moderate-allocation funds have proved their mettle in good times and bad.
Coordinating financial assistance with government benefits and anticipating the need for flexibility are central to crafting a sensible plan for special-needs kids.
Student-lending rates this fall will be lower than they were previously, thanks to a deal recently struck on Capitol Hill, but millions remain in default.
Morningstar.com's X-Ray tools can help investors determine which stocks make up the largest portion of their portfolios, and identify potential trouble spots.
We take a look at foreign large-blend funds that bear little resemblance to the benchmark MSCI EAFE index.
The answer is more complicated than you might think.
Past returns can be useful in assessing the effectiveness of a fund manager or strategy, but they must be put in context, according to Morningstar experts.
We answer reader questions on maxing out Roth retirement accounts, the rules regarding aftertax contributions, and more.
With the category one of the few losers so far this year, now might be just the time to consider one of these highly rated offerings.
Despite a recent rise, lending rates remain near historic lows, says real estate expert Ilyce Glink, who also offers guidance on credit scores and encourages homesellers to be realistic in their expectations.
Many states allow account holders to withdraw contributions shortly after making them, meaning you could get a tax break for adding money you plan to spend on college this fall.
Investor returns have outpaced total returns for a handful of analyst favorites.
Hugging the benchmark tends to be less common in the small-cap arena, as these funds demonstrate.
They're not quite stocks, bonds, or cash, so our X-ray tools classify them as 'Other.'
Interest-rate fears and potential tapering of the Fed's bond buys could put these diversifying offerings on investors' radars.
Get answers about annual contribution limits, why company contributions can't be added to a Roth 401(k), and how your company's match compares with others.