Advisor Works to Bring Low Fees to 403(b)s
Tony Isola is finding a way to provide educators with a simple mix of low-cost, indexed mutual funds.
Morningstar
Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
Latest
Q&A: ESG Builds a Sustainable Business
According to Aurelio Bustilho, the CFO of Enel Americas, focusing on ESG helps the company avoid risks and stay competitive.
Q&A: Pushing Companies to Be ESG Aware
Courtney Ranstrom, MBA, CFP, the co-founder of Trailhead Planners, encourages active ownership when it comes to ESG issues.
Q&A: Staying Relevant With ESG Analysis
Todd Ahlsten, the chief investment officer and a portfolio manager at Parnassus Investments, discusses ESG in risk management.
Q&A: Seeing the Risks, a Firm Transitions to ESG
Advisors Sam Ogrizovich and Cristine Marik share how they integrated ESG into their practice.
Q&A: Illinois Raises the Bar on Sustainable Investing
Michael Frerichs, the state treasurer of Illinois, weighs ESG risks in his assessment of long-term value.
Q&A: A New, ESG View of Bond Risks
Fixed-income portfolio manager Steve Liberatore says ESG risks are tied to the long-term viability of issuers.
Q&A: Identifying Opportunities Through ESG Analysis
Masja Zandbergen, the head of sustainability integration at Robeco, discusses how ESG fits into the firm’s strategy.
Dodge & Cox’s Success and Diversifying Your Bond Portfolio
Funds that favor wide moats, fixed-income performance, and an undervalued biotech name.
What Advisors Want to Achieve
New survey delves into advisors’ business goals and challenges.
On a Mission to Educate
Randy Bruns wants to boost financial knowledge among average Americans.
Return on Time
One of Artisan’s newest managers makes his mark.
Take Our Advisor Insights Survey
We’re gathering data to answer advisors’ biggest practice-management questions and benchmark their practices against the industry.
A Different Beat
Lisa Kirchenbauer finds a niche coaching clients through complex transitions.
Are Brokers Acting in Their Clients' Best Interest?
Research says fiduciary rule lessened conflict-of-interest effects on investors.
Heeding Advice
Investors are considering their nonfinancial risks, the way we say they should.
Bogle's Preview of His MIC 2017 Keynote Speech
Vanguard founder Jack Bogle speaks ahead of the 2017 Morningstar Investment Conference.
What Investors Can Do as Brexit Remains a Question Mark
With the range of outcomes from Brexit remaining broad, stay focused on the big picture.
Default Investments: Made to Stick?
Plan participants stay with some types of vehicles longer than others.
Racing Ahead
Whether it’s cycling or building her practice, Tara Unverzagt pushes her limits.
Managed Accounts 2.0
The future lies in customization and automation.
Real Estate: Fundamentals Still Show Solid Growth
Amid rising interest rates and slowing construction starts, underlying commercial real estate performance is healthy.
Feeding a Need to Help
Boutique buys businesses run by managers who have skin in the game.
Sun Shines on Agricultural Firms in 2nd Quarter
Potash producers Nutrien and Mosaic look cheap today, while Compass Minerals and SQM are both trading in 4-star territory.
Morningstar's Take on the 2nd Quarter
Morningstar's analysts have provided in-depth reviews and outlooks across equity sector, fund categories, and private markets. Plus, fund category and index return data.
Contrarian Investing the Right Way
Searching in unpopular areas of the market certainly doesn’t guarantee success, but we believe it is a good way to find opportunities.
Better Than an Algorithm
Advisors should focus on the human side of investing.
Investors and Innovators
These entrepreneurs are making the potential of blockchain technology a reality.
Why Traditional Economics Is Precisely Wrong
We're more Homer Simpson than Spock, says Nobel winner Richard Thaler.
Avoid These Pitfalls in a Lofty Market
Take these steps today to check your expectations and reposition your portfolio.
10 Questions With David Herro
Oakmark's David Herro looks at the past decade and what lies ahead.
The Downside of Managing Downside Risk
Products that promise to reduce risk are tempting, but it's better to focus on valuations and long-term fundamentals than short-term price movements.
What Regulatory Rollback Could Mean for Financials
For now, fair value estimates and moat ratings are unchanged.
The Impact of Brexit on the Stocks We Cover
There's much to consider, but it's not all bad news.
How Should Investors React to Brexit Result?
Investors need to keep cool calm heads amid political and financial uncertainty following the Brexit vote, says Dan Kemp of Morningstar Investment Management.
Low-Cost Exposure to U.S. Healthcare Firms
This ETF holds a swath of large- and mid-cap U.S. healthcare companies.
Active Share for Medalist-Rated U.S. Equity Funds
See active share ratings for all Medalist-rated U.S. equity funds as of April 2015.
Morningstar Medalists: What Makes the Best Funds Shine
Learn how Morningstar's independent analyst team rates and continuously monitors mutual funds, so you can find the best investments for your portfolio.
Netflix Has a Robust Growth Profile, but Upside Is Priced In
The video content provider's investments in marketing and original series should deliver solid returns, but shares are already at overvalued levels.
Perks and Problems With the New myRA
These accounts have benefits for savers who are just getting going, but most will need a bigger toolkit for retirement, says Morningstar's Christine Benz.
Arnott: Why Cap-Weighted Indexing Is Flawed
A capitalization-weighted index explicitly links the weight of a holding to its price, so the more expensive a stock gets, the bigger its weight in your portfolio, says Research Affiliates' Rob Arnott.