4 Ways Portfolio Diversification Has Paid Off in 2026
Diversification remains a winning portfolio strategy—if your last name isn’t Lynch or Buffett.
Investing Styles
More on Investing Styles
The Best Small-Cap Funds to Buy in 2026
These mutual funds and ETFs earn Morningstar’s top rating today.
10 Best Value Stocks to Buy for the Long Term
The stocks of these high-quality companies look cheap today.
How Index Funds Are Adapting to Mega-IPOs
Trillion-dollar startups force index providers into tough choices.
How to Use Small-Cap Stocks in Your Portfolio
What you need to know about the advantages and risks of investing in small-cap stocks.
The Best Small-Cap Stocks to Buy Today
Small caps had a great first half—and we think these stocks still have gas left in the tank.
Winners and Losers Among Stock Funds During Q2 2026
Semiconductors, emerging markets, and small-caps led the rebound, while software and energy struggled to keep pace.
Q3 Stock Market Outlook: What’s In and What’s Out
Morningstar Wealth strategist Dominic Pappalardo says to stick with small caps and Latin America stocks.
How Micron Became 25% of a Value ETF
Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.
Markets Brief: Which Utilities Stocks Are the Best Data Center Plays?
Plus, inside the Q2 mid-cap stock surge, jobs data ahead, and are refinery stocks a buy after a dip?
Dividend Investing: How to Find the Right Balance Between Income and Growth
Plus, two highly-rated dividend kings and three Gold-rated funds.
The Best Dividend Funds to Buy Now
These highly rated dividend ETFs and mutual funds are excellent choices for long-term income investors.
Markets Brief: Where Top Managers Are Finding Opportunity in a Concentrated Small-Cap Market
Despite gains on mega-cap stocks, small-caps are holding their own in 2026.
3 Stocks to Invest In to Rebalance Your Portfolio
These value stocks can balance portfolios heavy in growth stocks—and they’re undervalued, too.
Brace Your Portfolio for Mega-IPOs
How SpaceX, Anthropic, and OpenAI will affect the public market.
The Best Value Funds
These value mutual funds and ETFs invest in large-cap value stocks and earn top ratings from Morningstar.
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
American Funds Capital Income Builder Plies a Highly Appealing Approach
The fund generates both capital appreciation and income.
How Will Mega-IPOs Change the Face of the US Stock Market?
The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.
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