Our screens reveal a select list of taxable-bond funds that have achieved long-term excess returns.
Large-growth funds smashed large-value funds last year.
These companies supported remote working, mobility, and e-commerce throughout the pandemic.
We are also watching for several names in the financials sector, including BlackRock, JPMorgan Chase, Citigroup, and Wells Fargo.
Though the situation is still fluid, recent developments have clarified the implications for investors.
We take a closer look at the stock and bond markets in Q4 and more.
There have been quite a few flip-flops in this turbulent year.
Morningstar experts share the lessons they learned in an unprecedented year.
Introducing a new metric for Premium Members for gauging the funds that investors are most interested in.
Thinking like an endowment manager has its advantages.
They collect a record $97 billion and lift U.S. equity funds.
These stock launches took on the pandemic, raised billions--and generated a lot of hype.
Vanguard has the biggest fund.
Christine Benz shares her key takeaways from Portfolio Makeover Week 2020.
The U.S. food delivery service made quite a market debut.
What's poised for a comeback when consumer behavior normalizes?
Ant Group and WeWork are recent high-profile examples of floats that didn't make it over the line. Should investors be worried if a company changes its mind?
Corrections to Morningstar content.
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With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
Like any other investment, you need to know what you own and why.
Factors like freedom and career flexibility can offer intangible financial benefits--in exchange for a home equity opportunity cost.
Proxy voting reveals disagreement between the influential majority and smaller shareholders on diversity, equity and inclusion issues.
We screened our coverage universe for standout companies with diverse boards of directors.
The business serves a rapidly expanding market that's relatively underpenetrated.
Taxable-bond funds are still getting inflows; U.S. equity funds aren't.
We also expect reports from NVIDIA and Target.
As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.
The pandemic has made students and families reconsider the true value of a college education.
Cisco’s earnings report is also on our radar for the week ahead.
Morningstar’s third-quarter 2020 market commentary covers U.S. economic recovery, reducing ties with China, and more.
These tools hold enormous promise, but there are some implementation challenges.
The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.
Here are some key things to consider when thinking through investment decisions.
How to keep your (investment) cool when the future remains unclear.
What's electrifying the romance between SPACs and cleantech?
The data on financial knowledge, job opportunities, and cultural changes in companies paints a different picture from what marketing campaigns show. And the coronavirus is taking us backwards.
We looked at companies who spent the most money in political contributions.
We also anticipate an earnings report from Uber.
Investors often equate momentum markets with growth and tech stocks--and this year's rally met those qualifications. But that's not always the case.
We look forward to a week jam-packed with earnings reports from big companies.
Budgeting and thinking about your future self definitely could make you rich.
How can private equity be benchmarked?
The idea isn't new, but it's gaining traction as a way to narrow the racial wealth gap.
As part of our evaluation of the trends that will shape these areas of the economy, we took these factors into account.
Open-end funds headed for worst year ever as exchange-traded funds get inflows.
We also anticipate reports from Procter & Gamble, AT&T, and more big industry names.
If retirement savings don't excite you just yet, prioritize saving for goals that do.
We are on the lookout for a week stacked with reports from names in the financials, healthcare, and industrials sectors.
Do investors have sustainable fund options in defined-contribution plans?