These three wide-moat firms are trading at reasonable prices in a market with little breathing room in valuations.
These stocks, mutual funds, and exchange-traded funds would be worthy core options for buy-and-hold investors.
Investors might be surprised by the low-quality profiles of some sizable funds.
Gold-mining stocks look cheap, but investors should move in with care.
We search for sturdy core funds to provide fixed-income and equity exposure.
Is a plain-vanilla 60/40 index fund that hard to beat? Apparently so.
These funds look good from a number of angles.
Picks for globalizing a portfolio without adding a lot of volatility.
For long-term investors only: two intrepid world-bond funds and two emerging-markets bond offerings.
Emerging markets look relatively inexpensive right now. Here are Morningstar analysts' best ideas.
Despite their rosy returns during the recent rally, these bull-market stars posted big losses in 2008.
Although these conservatively positioned equity, balanced, and bond funds have lagged recently, they should serve investors well in more-volatile markets.
Standout offerings provide diversification, good management, and quality underlying holdings.
Bargains are hard to find in a market hovering just above fairly valued levels, but new data may provide some clues.
A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
When stocks have dropped, these funds tend to outperform most equity funds.
Investors who want to keep costs down while still enjoying active management can choose from these analyst-approved offerings.
Morningstar experts discuss how they're taking on one of the biggest financial challenges families face today.
In part three of our series, we examine how some of the biggest overseas large-cap funds stack up on the 'active share' measure.
How do performance and fund size factor into the equation? We ran the numbers.
We put to the test the most asset-heavy actively managed large-cap funds and found a few surprises.
These medalists have produced peer-beating performance while keeping downside volatility in check.
A handful of intermediate-bond funds are among the best in their category while having lower sensitivity to rate movements.
Some of our analysts' favorites pay below-average dividends but otherwise impress.
These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.
They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.
A handful of foreign large-cap names, many of them medalist funds, have outperformed in both up and down markets.
These mid- and small-cap funds have fared well in a variety of market conditions during the past decade.
These intermediate-term offerings have consistently outperformed the Barclays Index, in some cases by taking a different approach.
During the past decade they've outperformed the S&P 500 whether the index has gained or lost value.
On the fifth anniversary of the current bull market, we look at large-cap funds that have outperformed and that have P/E ratios lower than the market average.
More than a dozen analyst-approved foreign large-cap funds own these names.
Investors seeking tax-free bond income have several good options.
Even with the recent runup in stocks, these quality offerings have been tax-efficient.
Among the thousands of small-company stocks, these are the most popular among analyst-recommended small-cap funds.
We crunch the numbers to see which stocks are most widely held among analyst-recommended large-cap funds.
With equity exposure and low initial-contribution limits, these analyst-vetted names could be a better choice.
Inclusion in an index can boost a stock's market valuation, but whether this presents an opportunity for active investors is far less certain.
Correlation to stocks and bonds varies depending on the strategy used.
They're not yet 5 years old, but these offerings are off to promising starts.
Even Gold- and Silver-rated funds can have an off year.
ETFs, open-end funds, and individual stocks provide exposure to the undervalued basic materials and energy sectors.
Don't look abroad for fixed-income exposure without first considering these analyst-recommended offerings.
Diversified foreign-stock funds with ample emerging-markets exposure offer a great entry point into developing regions.
Morningstar experts give their outlooks for this beaten-down segment of the market.
Several analyst-approved names stand poised to take advantage if the market heads south.
Funds that held up better than their peers in 2008 soon may not compare as favorably, as five-year returns move forward.
These one-stop investment options provide convenience and quality at an attractive price.
Low turnover is among the factors that help these funds keep the tax bite in check for shareholders.
The calendar will be some fund managers' best friend in the coming months.