Buckle up and take these recommendations for a spin before deciding on a school.
Portfolio diversification has become more challenging during the past five years, as our matrixes show.
Alternative indexing strategies--seen as a way to boost returns and manage risk--are generating lots of buzz.
Fidelity's target-date fund series shifts more into equities. Plus, the persistent gender gap in investing, and why wealthier retirees feel poorer.
Sector and region ETFs are particularly prone to relying heavily on a handful of stocks.
In rare cases a fund's name and its category will be mismatched.
For investors looking to build a portfolio based on rock-bottom fees, here's a list of funds and ETFs that can serve as building blocks.
Here's why commodities investors need to know this term and its counterpart, backwardation.
Morningstar experts give their outlooks for this beaten-down segment of the market.
We answer 529-related questions about college loans, study-abroad programs, and what happens to the money if you declare bankruptcy.
Morningstar.com readers sound off on what types of investments they will not buy--and the list is long.
These quality funds with smaller asset bases have portfolios built around solid companies.
Using target-date funds as a benchmark can help you gauge your retirement portfolio's performance versus that of the pros.
The anniversary of the Lehman bankruptcy gave Morningstar.com readers a chance to look back at how the financial crisis changed them as investors.
Since the Lehman Brothers bankruptcy five years ago, we've seen several notable shifts in how investors have been allocating their investment dollars.
Unhappy with your plan's age-based portfolio choices? Consider using pure-equity, pure-bond, or pure-cash offerings to supplement them.
These domestic-stock funds have portfolios with low P/E ratios.
Self-directed IRAs can hold real estate, private equity, precious metals, and other nonsecuritized investments, but transparency and fraud can be problems.
A handful of analyst-recommended moderate-allocation funds have proved their mettle in good times and bad.
Coordinating financial assistance with government benefits and anticipating the need for flexibility are central to crafting a sensible plan for special-needs kids.
Student-lending rates this fall will be lower than they were previously, thanks to a deal recently struck on Capitol Hill, but millions remain in default.
Estimating your life expectancy is a key part of retirement planning, and though no one knows for sure what age they'll live to, these statistics and expert tips can help.
Morningstar.com's X-Ray tools can help investors determine which stocks make up the largest portion of their portfolios, and identify potential trouble spots.
We take a look at foreign large-blend funds that bear little resemblance to the benchmark MSCI EAFE index.
The answer is more complicated than you might think.
Past returns can be useful in assessing the effectiveness of a fund manager or strategy, but they must be put in context, according to Morningstar experts.
We answer reader questions on maxing out Roth retirement accounts, the rules regarding aftertax contributions, and more.
Despite a recent rise, lending rates remain near historic lows, says real estate expert Ilyce Glink, who also offers guidance on credit scores and encourages homesellers to be realistic in their expectations.
With the category one of the few losers so far this year, now might be just the time to consider one of these highly rated offerings.
Many states allow account holders to withdraw contributions shortly after making them, meaning you could get a tax break for adding money you plan to spend on college this fall.
Investor returns have outpaced total returns for a handful of analyst favorites.
A study finds that workers without employer-sponsored retiree health benefits often retire when they become Medicare-eligible, even if they haven't reached full retirement age for Social Security.
Hugging the benchmark tends to be less common in the small-cap arena, as these funds demonstrate.
They're not quite stocks, bonds, or cash, so our X-ray tools classify them as 'Other.'
Interest-rate fears and potential tapering of the Fed's bond buys could put these diversifying offerings on investors' radars.
Get answers about annual contribution limits, why company contributions can't be added to a Roth 401(k), and how your company's match compares with others.
Morningstar.com readers are all over the map on the question of how much of their equity allocation comes from the United States.
Investors have been pulling money out of the large- and mid-growth categories, which may mean it's a good time to consider these quality funds.
Rolling-returns data provide a more comprehensive view of a fund's track record than other measures can.
Despite their smaller asset bases, these highly rated funds have kept fees in check.
The use of derivatives allows some funds to turn a key measure of interest-rate sensitivity on its head.
Recent studies have found retirees' health-care expenses have decreased while their account balances have moved higher, but there's still a generational divide in terms of savings.
These funds are run by skilled managers who invest in small companies they can hang on to for the long haul.
In most cases, a cheaper direct-sold plan will do the job, but there are exceptions.
A handful of diversified equity funds are positioned to benefit from companies in two sectors that are trading at discounts.
Insider-transaction data can signal optimism or pessimism among company leadership, but investors must use the numbers wisely.
Some equity funds' heavy allocations to pricier areas of the market could spell trouble for shareholders.
Make sure you know what all those credentials mean before seeking help with your finances.
Using the active share metric, we examine the degree to which these funds' portfolios differ from the benchmark.
The focus on annuities can inflate plan costs and complicate planning for participants.