Morningstar CEO Kunal Kapoor highlights the tools available to the next generation of investors in his keynote address for the 2022 Morningstar Investment Conference.
Welcome to our digital 2020 event.
Morningstar’s mission is to empower investor success, and we are committed to weathering this storm with all investors.
Morningstar CEO Kunal Kapoor sees a need to combine the flexibility of a 401(k) with the best elements of traditional pensions.
This year's list features longtime Morningstar favorites.
It's time for our semiannual look at some revealing numbers.
Recommendations for investors looking to exit Clipper.
We take exception with a long-accepted principle in the fund industry.
A look at where conventional wisdom fails.
Category analysis can minimize your tax bill.
Mutual funds to avoid in a taxable account.
We discuss a trio of choices for taxable accounts.
Prominent managers buy shares of the world's biggest retailer.
A look at recent portfolio moves by Morningstar analysts.
Fair-value pricing continues to bedevil mutual funds.
How investors can decide between mutual funds run by the same manager.
More precious tips mined from the Morningstar Investment Conference.
Things aren't always what they seem in the fund world.
Get the scoop on what top managers will be talking about next week.
We separate the pretenders from the contenders.
How you can hang with the institutional set.
How to keep your portfolio humming with little fuss.
In a sparse category, we unearth a few options.
It's probably more than you think.
We evaluate mutual funds that offer inflation protection.
Upcoming changes bode well for some offerings, but not others.
Blue chip's accounting scandal catches Fidelity, others off guard.
News from a fund industry turned upside down.
Clipper, Weitz, Longleaf, and FPA remain cautious.
Conventional wisdom says so; we take a closer look.
Practical advice never made so much sense.
We examine whether these costs actually benefit shareholders.
We'd avoid these weak spots.
Why Vanguard and T. Rowe Price enjoy an edge.
These numbers will make you stop and think.
Use our new ownership zone tool to build better portfolios.
These recent underperformers might surprise in 2005.
Too much attention has left these funds bloated.
Are they pretenders or contenders?
Fund Spy's hits and misses from 2004.
Two contenders remain as 2004 draws to a close.
What investors should know about style-box shifts.
Only funds with the right recipe make it to our most exclusive list.
Who's up? Who's down? And should you care?
A look back at the manager departures that turned heads this year.
Great funds that could benefit from the next market shift.
Five things we think the firm must do to stay on top.
Some familiar names top the list of our leading candidates.
What strategies from the gridiron can teach you about investing.
A look inside the firm's business.