Raise a glass: Morningstar turns 35 today. Let's celebrate with some of our favorite mutual fund, ETF, and stock ideas.
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough.
Plus, the 10 cheapest names in the index today.
These fine options balance yield-seeking with sensible risk controls.
Here are some of our analysts' best ideas across sectors.
These Gold-rated intermediate-term bond funds can provide ballast to a portfolio no matter your life stage.
We expect these high-yielders to sustain their dividends in the future. Plus, they’re cheap.
These Gold-rated mutual funds and ETFs provide exposure to the strongest-performing part of the equity market this year.
These wide- and narrow-moat international stocks are trading well below our fair value estimates.
These names stand to significantly benefit from transformative technologies.
These stocks are among the top-10 holdings in several of our favorite dividend-growth funds.
These Morningstar Medalists from domestic- and foreign-equity fund categories have started accepting new money.
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.
We review the adds and drops from the latest reconstitution as well as the index's cheapest names today.
Experts think bonds and foreign stocks, especially emerging markets, are attractive. Here are Morningstar's best picks for those themes.
Equities are starting to look attractive. Here are some of our analysts' best ideas across sectors.
These dividend payers all carry wide moats, yield more than 5%, and trade in 4- and 5-star range.
Here are some defensive investments to consider in this volatile market.
Despite the sector's pullback, these narrow- and wide-moat names look overvalued to us.
The yields on these names from the Morningstar Dividend Yield Focus Index are both sizable and sustainable.
The Morningstar Wide Moat Focus Index has added several semiconductor stocks and asset managers, among others, to its roster.
Though the market is slightly overvalued, our analysts are finding pockets of opportunity.
These wide-moat names are beating the rollicking Morningstar Technology Index this year, yet they’re still undervalued by our metrics.
These Morningstar Medalists earn the highest average moat ratings among U.S. equity-focused mutual funds.
These large companies have sustainable competitive advantages, but their stocks are too pricey for our taste.
These constituents of the Morningstar Global ex-US Moat Focus Index are trading at steep discounts to our fair value estimates.
These stocks are in buying range according to our metrics.
These 10 undervalued Morningstar US Dividend Growth Index constituents are cash-rich businesses with sustainable and growing payouts.
These high-quality consumer defensive stocks are trading below our fair value estimates.
Though these index funds and ETFs aren't free from a cost perspective, they are not tethered to one brokerage platform.
We think investors are underestimating these companies, which are well-positioned to benefit from Morningstar analysts' nine 'exponential technology' themes.
Mid-caps offer good risk/reward potential, but check your existing exposure before buying a dedicated fund.
Short-term bonds currently offer attractive yields with modest interest-rate risk.
The Morningstar US Dividend and Buyback Index focuses on companies that are shareholder-friendly capital allocators.
As we wrap up the second quarter, our equity analysts name their best ideas in every sector.
We take a look at the new entrants to the Morningstar Dividend Yield Focus Index, and we explore how to use Morningstar metrics to find high-quality companies with safe dividends.
The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in June.
These daring intermediate-term bond funds have rewarded investors over time.
These stocks could offer higher reward with lower risk.
These Gold medalists are good options for your first fund.
These funds' portfolios face lower economic risk from exposure to fossil fuels.
With $116 billion in cash on Berkshire's balance sheet you'd think nothing was beyond its reach, but asset size precludes meaningful investment in small and mid-caps.
We think these companies' share prices are pricing in overly optimistic expectations.
Passive bond funds such as these 15 Silver medalists have increasingly captured investors' attention.
These 21 highly rated index funds and ETFs offer diversified low-cost exposure to foreign stocks.
If you're in the market for a passive core holding, these low-cost large-cap index funds are a great place to start.
A low-cost passive fund can be a great way to get smaller-cap exposure.
Take a look at Morningstar analysts' nine 'exponential technology' themes and some undervalued stocks poised to benefit from them.
After a turbulent first quarter, our equity analysts name their best ideas in every sector.
The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in March.