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.
Their exposure to smaller, value-oriented stocks brings different risks.
A surge in new coronavirus cases has sent stocks on a downward spiral.
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
Their yields might look tempting, but they come with a few drawbacks.
A flexible approach to international allocation sounds good in theory, but it doesn't always pay off in practice.
As Election Day nears and the coronavirus vaccine trials continue, headlines may lead to volatility, but we expect economic rebound to keep on.
The order in which returns unfold over time can either help or hurt.
The tech-focused index has hit record highs this year before a rough patch in September. How are its biggest companies valued after recent volatility?
U.S. stock funds leading the rebound share a common trait: Morningstar Risk ratings of High.
A more disciplined investment approach can help investors avoid bad outcomes.
A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
A more disciplined approach should lead to better results.
After adjusting our fair value estimates, both stocks still look rich.