We examined the nearly 500 holdings in the Morningstar US Value Index and found some solid stocks at great prices, and others that look too expensive.
Panelists from Dodge & Cox, Capital Group, and Moerus Capital Management discuss where they are finding the best opportunities around the globe.
While it's true that most funds won't beat market indexes over long stretches after accounting for fees, here's a closer look at a handful of Morningstar Medalists that did.
We look at the least expensive companies in the Morningstar US Dividend Growth Index, which looks for cash-rich businesses with sustainable and growing yields.
The Fed raised rates last month, then bond prices rose. What gives?
These high-quality small-cap firms may deserve a place on your watchlist.
Many of these tax benefits phase out at higher income levels, but it could pay to check eligibility.
These high-quality dividend payers are the newest entrants to the index, and we take a closer look at three that are undervalued today.
If paying for day care is breaking the bank, these tips and tax strategies might help.
We take an in-depth look at the new constituents of Morningstar's Wide Moat Focus Index and highlight the stocks that are most attractive today.
We take a close look at TIPS and I Bonds, investment products that can help preserve your long-term purchasing power.
Despite the dour headlines, we see buying opportunities in these real estate investment trusts.
Uncertainties regarding healthcare loom large, but we think these profitable stocks are being punished too harshly.
As stocks of traditional retailers continue to founder, investors are underappreciating these versatile brands.
These are some of our favorite exchange-traded funds for investors seeking to add or augment their portfolio's international-stock exposure.
We explain some of the main reasons Morningstar equity analysts may adjust their assessment of a stock's intrinsic value.
Tax-managed funds don't guarantee tax efficiency, but they can be a good choice for taxable investors.
Apple may be fairly valued after hitting record highs, but we think these technology stocks are undervalued.
We'd love to own these stocks if they were cheaper, but they are overvalued relative to our fair value estimates.
Helping kids invest for themselves can be a great idea--just be aware of the tax rules associated with it.
We take a closer look at valuations among stocks in the Morningstar Dividend Yield Focus Index and highlight a few of the most undervalued stocks.
In this reader mailbag, we explore how grandparents can ensure they are doing more good than harm when putting money in 529 plans.
Price, Performance during different market environments, and Process are among the elements fund investors should consider.
Finding the right share class for you depends on a mix of factors, including your time horizon and investable assets.
We take an in-depth look at the new constituents of Morningstar’s Wide Moat Focus Index and highlight the stocks that are most attractive today.
We've cut or boosted the economic moat ratings and trends for more than a dozen companies, and these four firms look undervalued.
Though not the perfect fit for every situation, ABLE accounts represent important progress for people with disabilities.
A high payout ratio could be a red flag, but it doesn't always portend a dividend cut.
We don't share investors' convictions in these widely held mutual funds.
PIMCO's Mihir Worah shares his thoughts on inflation expectations and current valuations in the TIPS market.
A look at some of the pros and cons of these increasingly popular investment vehicles.
Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher in the past week.
Tax-loss selling and Roth conversions are among the top ways readers plan to lessen their tax bite.
We've adjusted our take on the competitive advantages of these undervalued firms.
We highlight three exchange-traded funds that are best-of-breed, and one that falls short relative to peers.
Many banks reported good third-quarter earnings and upbeat outlooks. We check them against Morningstar analysts' expectations.
Morningstar's Leo Acheson discusses what's behind our decisions to boost some state plans and to lower our rating on others.
Morningstar readers share their best advice for taming college costs.
Don't disregard the FAFSA when planning how to pay for college.
We take an in-depth look at the new constituents of Morningstar's index of competitively advantaged firms trading at favorable prices.
Morningstar readers will pony up extra money for good insurance, high-quality pet care, and flavorful dining.
Six foreign stocks that are selling at compelling valuations.
Many Morningstar readers think of Social Security as income, not as an asset.
The mechanics are different post-financial crisis.
These stocks have sold off as they face various headwinds, but we think they're trading at attractive valuations.
For many readers, concerns about health and happiness outweigh money fears.
Be aware of the two components of alpha: cyclical and persistent, says Rayliant Global Advisors' Jason Hsu.
Panelists at the Morningstar ETF Conference offer explanations for why the low-volatility premium exists, and whether it can persist.
Drug pricing concerns have indiscriminately weighed on healthcare stocks; these names look undervalued.
Let's put a number on how much it could cost, and how much you might need to save.