Investment Factors

These funds target stable, proven companies that provide ballast during market drawdowns.

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

Plus, other highlights from the latest issue of Morningstar magazine.

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

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

Plus, a continued HVAC boom, and the SEC’s move to end its oversight of shareholder proposals.

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.

The biggest threat to stocks may not be valuations, but the macro forces shaping AI spending and market sentiment.

Scott Bessent’s Treasury gambit is about more than interest rates.

The bond market selloff has rattled Wall Street, but falling bond prices mean more income for investors and a cushion against price declines.

Companies spending on dividends and buybacks are winning this year.

Excluding just seven stocks from our valuation, the remaining market is trading at fair value.

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

Going once, going twice, sold! The first interval fund auction is set to kick off on Aug. 28.