The firm's six funds all earn Gold fund analyst ratings.
Russ Kinnel examines some worthwhile risk-averse funds that look underwhelming based on their 10-year records.
Charter and Altice USA are both narrow-moat cable companies we'd be interested in owning at lower prices.
Vanguard's Target-Date Retirement Series derisks over time, diversifies, and features low fees.
Retirement expert Ed Slott discusses the wrinkles caused by changes in conversions from traditional to Roth IRAs.
AT&T is one of our favorite stocks today -- here's why.
A new book offers straightforward advice from start to finish.
Morningstar founder and executive chairman Joe Mansueto, managing director Don Phillips, and CEO Kunal Kapoor discuss everything from the name and the logo to sustainable investing and data privacy.
Alex Bryan discusses how to de-risk a portfolio, and he shares two fund ideas.
The list of potential partners among the large- and midsize regionals is becoming pretty sparse.
This fund uses a steady hand to reduce exposure and volatility while managing momentum.
Both DaVita and Fresenius are well positioned among dialysis service providers, but only one of those stocks is undervalued today.
Risk knocks some good funds off this year's list of top future performers.
Three of the industry's finest discuss where they're finding value and what risks to consider.
Morningstar's Ben Johnson talks to BlackRock's Holly Framsted about the future of value investing.
A trio of managers positions JPMorgan Core Bond for success.
The iconic Royce manager offers a panoramic view of what might be ahead.
Christine Benz talks with J.P. Morgan's Anne Lester about sequence risk, spending volatility during retirement and how to adjust withdrawals over time.
Christine Benz discusses how investors should handle the turmoil, whatever the life stage.
Franklin Templeton's Sonal Desai on the lack of recession signs, trade skirmishes, and where the dollar is going.
Morningstar's Eric Jacobson speaks with PIMCO's Manny Roman at the Morningstar Investment Conference.
We discuss value in the fixed-income markets and risks to be aware of during the Morningstar Investment Conference.
Christine Benz suggests that retirees keep a portion of their longer-term assets tucked in solid, diversified equity funds such as these ETFs.
Manager David Giroux shares a few stock picks and what he thinks of the bond market today.
Wellington Management's Jean Hynes discusses key innovations in the sector today.
The wide-moat firm remains one of our top picks in the energy sector despite uncertainty associated with future mainline utilization.
Russ Kinnel recaps day 3 with thoughts on healthcare and GE.
Kinnel gives his take on a theme emerging at the Morningstar Investment Conference: indebtedness.
Jeff Ptak speaks with the firm's Tim Buckley about stewardship and the Vanguard of the future.
Miriam Sjoblom talks with Dan Fuss of Loomis Sayles about a memorable investment opportunity and his advice for successful portfolio managers.
AB Small Cap Growth and Invesco Small Cap Growth are strong options in their own rights, and we expect both to outperform over the long haul.
Wide-moat ServiceNow is the fastest organic growth story among the large-cap software firms we cover.
Alex Bryan shares his research on the link between portfolio concentration and performance.
These are the topics Russ is most eager to hear about at Morningstar's annual event, which kicks off today.
Morningstar director of policy research Aron Szapiro digs into the numbers.
PIMCO StocksPLUS Small takes an unusual approach.
Berkshire has traditionally benefited from being able to sniff out companies with moats, including for these holdings.
Two recent studies show that U.S. interest in sustainable investing is widespread.
This is Kinder Morgan's second big dividend increase in two years, and we think it's a good indication of management's commitment to shareholders.
Senior equity analyst Gregg Warren asked Buffett and Munger questions during the annual meeting.
On this week's podcast, a promising international fund, semiconductor earnings, and Morningstar's latest fund fee research.
Equity analyst Josh Aguilar gives his take on the first half of the Berkshire Hathaway shareholders' meeting.
Morningstar analyst Gregg Warren comments on its fair value estimate and economic moat.
We expect things to get better for GM as the year unfolds.
We expect Warren Buffett and Charlie Munger to comment on succession planning, Kraft Heinz, and what they plan to do with all that cash.
Davis International features low-turnover, a high-conviction process, and a promising manager.
We look at earnings data so far in the industry and think Intel is compelling.
Ben Johnson discusses new research from our annual U.S. fund fee study.
Equity value could be unlocked if the firm was to split in two.
Closed for more than a decade, Bronze-rated Columbia Small Cap Value II has successfully dodged value traps over time.