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 and Silver 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.
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.
These active and index funds/ETFs offer decent yields and don't take crazy risks.
We highlight the cheapest stocks among the 14 new entrants to the Morningstar Dividend Yield Focus Index.
While their yields aren't especially high, these funds look good from the bottom up.
Cash-rich businesses with sustainable and growing yields don't often go on sale, but we found 10 bargain stocks in the Morningstar US Dividend Growth Index.
Currently trading in 4- or 5-star range, these companies all carry positive moat trends.
We examined the 500-plus holdings in the Morningstar US Growth Index and found some stocks with good growth prospects selling at reasonable valuations.
We examined the nearly 500 holdings in the Morningstar US Value Index and found some appealing bargains.
Our new quantitative rating identifies these small companies as having sustainable long-term competitive advantages.
If you're considering adding an inflation hedge to your portfolio, check out this list of Medalist funds in the inflation-protected bond category.
Though investors continue their shift toward passive products and target-date funds, outflows from active funds were calmer than they've been in recent years.
Investors continue to flock to index funds in droves, but they've kept the faith in some actively managed bond funds and a few strong-performing active international-stock strategies.
We take a look at the newest high-quality dividend payers in the index, and we take a closer look at an undervalued name.
The Morningstar US Dividend Growth Index homes in on cash-rich businesses with sustainable and growing yields.