We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.
Correlations for the major factor profiles are relatively high, but they can still show different returns in different types of markets.
We take a close look at the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.
Three sectors saw the most fair value increases after the first-quarter earnings season.
Here are a few drugmakers we like that are undervalued.
There are other ways to play streaming media than Netflix and Disney
Depending on which broader infrastructure projects take shape, numerous companies could see increased demand.
The established website builder sees growth opportunities but faces stiff competition.
Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.
But while increased infrastructure spending will create opportunity, the market has already priced in most of these companies' potential.
Different styles all have high correlations with the overall market, but that doesn't translate into identical returns.
Stock holdings favored by 2021's top-performing active funds are dramatically different from last year's.
U.S. airlines turn a corner as travel demand picks up.
The proposed plan could be passed this summer, but related stock valuations remain uncertain.
The fund is a stalwart exemplar of patient, value-driven management.
Investors seek out alternative funds for a variety of reasons, but the diversification benefits might be smaller than you'd expect.
After digesting their earnings reports, here’s what we think Alphabet, Apple, Facebook, Microsoft, and Netflix are worth.
As investors increasingly treat commodities as financial assets, their value as portfolio diversifiers has diminished.
Where the market’s largest stock lands can affect your returns.
Correlations have trended up, but there's still a long-term argument for international diversification.
A long-term slump for international stocks means lower price tags.
The move may lend legitimacy to cryptocurrency, but volatility and competition are risks.
Funds with compelling stories don't always make sound investments.
Inflation hasn't been much of an issue lately, but it's still a long-term threat.
Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.
A look at how the trading app makes money, its competition, and its growth potential.
Backward-looking data can lead to distorted results.
With correlations trending up, REITs aren't as compelling as they used to be.
Is the 4% rule too high, too low, or just right?
We look at the industries for those most affected by social-distancing and stay-at-home orders.
The dating app operator has gotten a lot of buzz for its CEO, the youngest female leader of a public company in the U.S., yet it enters a potentially crowded market with its 'freemium' model.
Maybe, but keep it to minimum.
Morningstar indexes reveal the extent of U.S. technology dominance.
Investing can be complicated, but common portfolio guidelines can be a good starting point.
Risks and rewards in the 2021 corporate-bond market.
They won't excel in every down market, but the long-term investment case remains solid.
These areas stand to benefit from a global economic recovery.
Equity income is well-positioned, both short- and long-term.
Other U.S. small-cap indexes are worth considering.
Morningstar’s Global Risk Model reveals how the investment giant’s equity holdings stack up on 11 measures of risk.
Despite their complexity, buffer funds have generally performed according to plan.
Support may be rising but not for all firms.
Some funds’ fortunes shift as value revives and momentum fades.
But this one could really end differently.
How habits, fear, and sunk costs can reshape economic behavior.
There are good reasons behind the sector’s growing dominance, but it warrants some caution.
In a globalized world, many stock markets move in sync. Is that still true during the pandemic?
Those value funds you own that have annoyed you? Take a look now. Many are surging.
Morningstar’s Global Risk Model reveals how some of the app’s most popular stocks stack up on 11 different measures of equity-related risk.
Regardless of who wins, long-term investors should remain focused on the economic recovery.