Investing Styles

These highly rated dividend ETFs and mutual funds are excellent choices for long-term income investors.

These exchange-traded funds that invest in stocks earn Morningstar’s top rating.

How to find opportunities in a shifting landscape.

Evidence suggests investors targeting size and value premiums may achieve stronger long-term results by using one small-value fund instead of managing separate factor sleeves.

Companies growing their dividends have posted strong returns this year. Why is that?

The stocks of these high-quality companies look cheap today.

We wrap up our coverage of the markets and the week.

Plus, nine bond ETFs that Morningstar analysts like.

Micron and Western Digital were value stocks until the AI buildout. Morningstar’s Active Score reveals which growth managers had the leeway to scoop them up before their growth accelerated—and which didn’t.

Index investing can be risky—take it from me, I’m an indexer.

The rise of stock buybacks makes it easier for investors to create a tax-efficient income stream.

The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.

Short-term changes in active fund success rates are noise, not signal.

A top-heavy benchmark creates a daunting challenge. These active fund managers have responded in a variety of ways.

The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.