We highlight a few of the cheapest stocks in the Morningstar Dividend Yield Focus Index.
While faster-trading funds' sustainability scores could prove ephemeral, these offerings are likely to retain high marks.
Even though they're 65-plus, these funds still make the short list for Morningstar's analysts.
These active and index funds/ETFs offer decent yields and don't take crazy risks.
Active and index dividend-growth options for investors who are on the outside looking in.
Although they've been around for less than five years, many of these funds benefit from a wealth of experience.
We'd love to own these stocks--if only they were cheaper.
These counterpunching funds deliver the income, but it's apt to come with a big dose of volatility.
When markets sell off indiscriminately, we look for the highest-quality bargains.
With some bond experts arguing emerging-markets credits are cheap, we highlight two targeted and two more diffuse options.
These stocks are undervalued based on a half-dozen valuation metrics.
Small companies have been on a roll, but these stocks still look undervalued.
These wide-moat stocks are all trading at least 25% below their fair value estimates.
These sturdy bond funds ply cautious strategies designed to minimize risk.
These international funds have solid records of downside protection and competitive long-term returns, too.
These funds won't keep you up at night if you're squeamish about exposing the bulk of your assets to the market.
These stocks are all expensive based on their prices relative to Morningstar’s fair value estimates.
Their near-term performance may not compel, but a reopening can be a good buying opportunity.
These four firms have wide moats, strong profitability, and reasonable valuations today.
Morningstar's Russ Kinnel, Ben Johnson, and Elizabeth Collins discuss their favorite investment ideas among mutual funds, ETFs, and stocks.
These high-conviction funds also have high-conviction portfolios.
They've had the wind at their backs over the short term, and their long-term prospects look bright, too.
These narrow-moat companies with positive moat trends are all trading in 4- and 5-star range.
Whether your goal is lower costs, better tax efficiency, or style purity, these ETFs get the job done.
Surveying direct and indirect hedges, both traditional mutual funds and exchange-traded funds.
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.
These three Morningstar Medalists proactively limit the tax collector's cut and generate solid risk-adjusted returns.
On the hunt for bond funds that have gained when the equity market has tumbled.
We screen for quality-conscious, defensive-minded funds that have earned their keep in weak markets.
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.
Surveying the medalists for exposure to hard-hit--but potentially lucrative--emerging-markets stocks and bonds.
Recent selling in the U.S. equity market has driven a handful of wide-moat stocks into 5-star territory.
These no-moat, high-uncertainty stocks are overpriced today.
Recent sell-off has driven several wide-moat stocks into 5-star territory.
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.
Not all stocks charged back into fairly valued territory after October's rally.
Social Security isn't giving you a raise next year, so make sure you're protecting the purchasing power of your portfolio.
Recent market tumult has created some high-conviction opportunities for long-term investors.
Recent market tumult illustrates the risks of several noncore bond-fund types.
Leaders and laggards among Morningstar Medalist funds.
A convergence of strong market performance and redemptions has spelled tax headaches at some otherwise-worthy funds.
These funds are off-limits for now, but prospective investors may yet get their shot at them.
Owning no-moat, high-uncertainty stocks requires a different set of expectations than owning higher-quality names.
Defensible reasons to go active, along with some picks if you do.
These funds have played good defense in the past, and may do so going forward, too.
Market volatility has an underappreciated silver lining--the chance to buy some of the best companies in the world at a discount.
Recent performance is lackluster, but many of these funds share an emphasis on quality and limiting downside losses.
Performance has been phenomenal, but these medalists could mean-revert in a 'risk-off' market.
Wide-moat stocks aren't just for investors in individual equities.