4 Questions for Award-Winning Managers
Morningstar's 2022 Investing Excellence Award winners on what makes a great investor, what they've learned from prior market crises, and more.
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
Stock vs. Stock: Netflix and Disney
Where are entertainment and streaming services headed?
3 Top Stocks From Winning Managers
Several of our Ultimate Stock-Pickers own sizable positions in these stocks.
Your Financial To-Do List for March 2022
Funding IRAs and HSAs are among this month's tasks.
Russia Attack Roils European Markets, Oil Surges
Economically sensitive stocks take a hit, but renewable energy names are buoyant
Gloom or Boom? Two Wildly Different Perspectives on Equity
Rob Arnott and Catherine Wood shared thoughts at our annual conference.
3 Great Wide Moat Funds
These highly rated funds hold more than three fourths of their portfolio in high-quality names.
Words From Morningstar Investing Excellence Award Winners
These talents share their thoughts on the industry.
Morningstar Investment Conference: Keynote With Kunal Kapoor
Morningstar's CEO kicks off the 2021 hybrid event that brings together some of the financial industry’s top minds.
Is It Time for U.S. Investors to Look Abroad?
With a weak forecast for U.S. large-cap stocks, Research Affiliates' Rob Arnott sees opportunities elsewhere.
2 Stocks That Top Managers Are Buying
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
3 Bond Funds to Watch
These three bond funds added to Morningstar Prospects may someday come under full coverage.
3 Stock Funds to Watch
This trio of new stock funds added to Morningstar Prospects may someday come under full coverage.
2 Newly Rated--and Exceptional--Funds
Here's what we think of a bond fund from a well-respected shop and an intriguing mid-cap stock fund with a well-heeled manager.
2 Undervalued Streaming Stocks
We think they're better opportunities than Netflix.
How to Teach Kids About Money
Here are three simple tips to help kids understand important money lessons.
3 Upgrades for T. Rowe Price
These T. Rowe standouts are earning Gold and Silver medals.
Green Linings: A Conversation on Climate Change
Jeremy Grantham says the pandemic taught investors to think more long term, while speaking with Morningstar's CEO Kunal Kapoor.
Closing the Gap: Building Black Dollars
Learn about wealth gaps, pay gaps, social justice investing, and more.
Special Report: Advisor Cultural Competency
How to build diversity in your advisory business.
3 Great Stocks to Own
These brand-name companies are businesses to buy and hold for the long haul.
2 New Stocks to Watch
Morningstar has recently initiated coverage of DoorDash and SoFi.
3 Favorite Stocks of Top Managers
These names dominate the portfolios of our Ultimate Stock-Pickers.
One Stock That Top Managers Like
Several of our Ultimate Stock-Pickers put new money toward this name last quarter.
Morningstar Classroom: Apple, Tesla, Amazon--Overvalued?
Whether you’re new to investing in stocks, a seasoned stock picker looking to add new screens to your stock-picking process, or simply interested in discovering new stock ideas – this session is for you.
What Do Today's Investors Want? Choices
Investors have come to expect investing to fit their personal lives and values, rather than the other way around, says Morningstar's CEO Kunal Kapoor.
3 Utilities at Risk
Regulatory hurdles may prevent these companies from capitalizing on Biden's infrastructure push.
A Leader in Powersports--on Sale
We think Polaris' high-quality brand can overcome near-term headwinds.
The Pool of Investors is Growing Wider and Deeper
Morningstar's CEO addresses how barriers to entry are melting away for investors.
2 Wide-Moat Stocks to Buy on a Dip
Amazon.com and ServiceNow are looking increasingly attractive.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
2 Favorite Dividend Stocks Among Top Managers
Comcast and Bank of America possess wide economic moats.
3 Overlooked Dividend Stocks That Top Managers Like
These wide-moat firms are currently undervalued.
3 Unconventional Ways to Play Cloud Computing
We don't think the shift to the public cloud will kill networking demand. Here's why.
2 Overlooked Stocks
Our analysts think Wall Street has it wrong about these fundamentally sound names.
A New Favorite Stock From Top Managers
Several of our Ultimate Stock-Pickers put new money toward this name last quarter.
4 Stock Picks From Top Managers
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
3 New Stocks to Consider
Morningstar recently added a few companies to its coverage list. Here's what our analysts think of the newcomers.
A Top Stock in Telecom
We think this company is well-positioned to increase market share.
3 Promising Stocks in Early Cancer Detection
We see opportunities in the liquid biopsy market.
Are These Dividends at Risk?
We think independent refiners look attractive--and we think their payouts are safe.
3 Real Estate Stocks for Dividend Seekers
A pullback in the sector has led to opportunity for income investors.
3 Utilities Picks for Dividend Seekers
Prices for the highest-quality utilities remain rich, but there are pockets of value to be found.
3 Must-Own Stocks
These wide-moat names dominate the portfolios of our Ultimate Stock-Pickers.
3 Overlooked High-Quality Stocks
Our analysts are excited about these names.
The Best Stocks to Play Digital Advertising
How will the pandemic continue to affect this space?
The One Stock Top Managers Are Gushing Over
Five of our Ultimate Stock-Pickers made sizable investments in this name last quarter.
Corrections
Corrections to Morningstar content.
An Advisor's Edge: An Open Mind
Allan Boomer takes advantage of the industry’s inherent biases to uncover overlooked talent.
Should You Beef Up Your Exposure to Meat Processors?
Their shares have gotten hammered this year. Are they opportunities or value traps?