- Hancock Funds CEO To Step Down Morningstar - 15 hours ago
A search for a successor should be completed by July.
- Investors Appear to Have Pushed the Pause Button in April Morningstar - 21 hours ago
Taxable bond flows eased last month as investors pared their long-term commitments.
- Go Global With Low-Volatility Equities Morningstar - 21 hours ago
IShares' global low-volatility ETF comes of age.
- Pioneer Drops Cullen as Subadvisor Morningstar - Thu, May 24, 2012 2:45 PM EDT
Vanguard closes a high-yield fund, Oppenheimer merges away lackluster offerings, and more.
- Do You Know What Your Dividend-Focused Fund Owns? Morningstar - Thu, May 24, 2012 7:00 AM EDT
Once a rarity, tech stocks are more common in funds with above-average yields.
- The Moral of J.P. Morgan's Derivative Debacle Morningstar - Wed, May 23, 2012 1:00 PM EDT
We should not blame derivatives for the J.P. Morgan loss any more than one would blame an insurance policy when a reckless driver has an accident.
- ConocoPhillips and Phillips 66 Stand Apart From Peers Morningstar - Wed, May 23, 2012 7:00 AM EDT
The newly independent firms have enticing dividend yields, but upside potential for their share prices is questionable.
- The Not-So-Secret Sauce in Equal Weighting Morningstar - Wed, May 23, 2012 7:00 AM EDT
Equal-weighting strategies can hold appeal, but only if you understand the risk you are taking.
- Noteworthy Players in the Foreign Small/Mid-Cap Blend Group Morningstar - Tue, May 22, 2012 7:00 AM EDT
The new category's roster contains many intriguing options.
- Is Your Fund Loaning Out Its Shares? Morningstar - Tue, May 22, 2012 7:00 AM EDT
Securities lending to short sellers and others can help mutual funds lower expenses, but it's not without risk.
- Why U.S. Auto Sales Are Still Too Low Morningstar - Mon, May 21, 2012 7:00 AM EDT
Natural disasters delayed the recovery in 2011, but we do not see many impediments in 2012.
- Letter to SEC: Retirement-Fund Investors Need More Details Morningstar - Mon, May 21, 2012 7:00 AM EDT
Target-date funds should use graphics and data to better explain their investments.
- Window to Keep Greece in Euro Closing Morningstar - Sun, May 20, 2012 7:00 AM EDT
Greece's exit from the euro is not a done deal, but the chances of it staying in the common currency are getting slimmer by the day.
- Facebook Poised for Massive Growth Morningstar - Fri, May 18, 2012 7:00 AM EDT
The social-networking giant's trove of data on its users is its ace in the hole as the firm races to develop new revenue streams.
- How Facebook Dug Its Wide Moat Morningstar - Fri, May 18, 2012 7:00 AM EDT
Facebook has a wide economic moat based on its 'social graph,' communications layer, and competitively advantaged platform for brands, application developers, and advertisers.
- A 'Sandwich Generation' Couple Checks Their Retirement Readiness Morningstar - Fri, May 18, 2012 7:00 AM EDT
With retirement 10 years away, streamlining and adding to bonds are key priorities.
- A Least-Bad Option for Foreign Developed Equity Exposure Morningstar - Fri, May 18, 2012 7:00 AM EDT
Large-cap U.K. stocks have good exposure to faster-growing emerging markets, have a defensive tilt, and are trading at attractive valuations.
- Leuthold Manager Dies Morningstar - Thu, May 17, 2012 1:35 PM EDT
Plus, DWS talks break down and more.
- Lifting the Curtain on Changes at American Funds Bond Fund of America Morningstar - Thu, May 17, 2012 7:00 AM EDT
Recent changes to this fund's portfolio manager structure shows much tinkering going on.
- Frugal Couple Plots Their In-Retirement Portfolio Withdrawals Morningstar - Thu, May 17, 2012 7:00 AM EDT
On the to-do list: getting ready for RMDs and taking steps to deploy a huge cash stake.
- A Young Couple Kicks Their Financial Plan Into High Gear Morningstar - Wed, May 16, 2012 7:00 AM EDT
A stock-heavy mix makes sense, but too much company stock can spell trouble.
- How Facebook Will Sneak Into Your ETFs Morningstar - Wed, May 16, 2012 7:00 AM EDT
Facebook will be added to the holdings of several of these ETFs soon. Other funds, however, won't be graced with the presence of the social-networking giant for weeks--or months--to come.
- Well-Managed Con-way Is on the Right Road Morningstar - Wed, May 16, 2012 7:00 AM EDT
Rate growth will slow, but should remain a tailwind.
- Mind If I Borrow Your Shares? Morningstar - Tue, May 15, 2012 11:00 AM EDT
Under margin account rules, brokerages may loan out customer shares to cover other customers' short sales.
- Creating a Portfolio That Will Weather the Storms Morningstar - Tue, May 15, 2012 7:00 AM EDT
A couple seeks guidance on their retirement portfolio's longevity and asset allocation.
- Two Equity-Focused Inflation Fighters Morningstar - Tue, May 15, 2012 7:00 AM EDT
Here are two favorite natural-resources funds from opposite sides of the oil patch.
- Is Your Target-Date Fund's Glide Path Unstable? Morningstar - Mon, May 14, 2012 7:00 AM EDT
Morningstar Ibbotson research identifies which target-date series have the most- and least-stable glide paths.
- Making Retirement Work Without a Huge Nest Egg Morningstar - Mon, May 14, 2012 7:00 AM EDT
With a carefully calibrated withdrawal rate and a well-constructed portfolio, this couple proves you don't need millions to retire.
- Financial Distress May Visit Central Appalachian Miners Morningstar - Mon, May 14, 2012 7:00 AM EDT
We're increasingly concerned about their vulnerable balance sheets.
- Top Picks for Income: Readers Name Names Morningstar - Sun, May 13, 2012 7:00 AM EDT
High-yield bonds, REITs, and plain-vanilla dividend payers rank at the top of many lists.
- Finding Stability Amid Europe Woes Morningstar - Sun, May 13, 2012 7:00 AM EDT
These cheap firms with competitive advantages should help investors ride out the latest shock of volatility from Europe.
- As Europe Slows, the U.S. Economy Continues to Progress Morningstar - Sat, May 12, 2012 7:00 AM EDT
Gas prices are falling, credit use is on the rise, and the trade deficit is looking more normal.
- Build Your Own Bond Ladder With ETFs Morningstar - Fri, May 11, 2012 7:00 AM EDT
Target-maturity bond ETFs are an interesting option for fixed-income investors.
- Buy One, Get One Free at Charles River Laboratories Morningstar - Fri, May 11, 2012 7:00 AM EDT
The current stock price assigns almost no value to this top-tier CRO's preclinical services segment.
- The New Self-Regulator for Advisors: A Taxing Affair for Small Businesses and Small Investors Morningstar - Thu, May 10, 2012 7:00 AM EDT
Inadequate examinations of advisors is a real problem, but it is hard to imagine a less efficient or less fair way to solve it than the proposal in a recent House bill.
- A Changing Municipal Landscape Morningstar - Thu, May 10, 2012 7:00 AM EDT
The muni market may again be entering a new phase.
- Oakmark Select Comanager to Retire Morningstar - Thu, May 10, 2012 1:15 AM EDT
College savings just got a lot cheaper and more.
- Dry-Bulk Shippers Still in Troubled Waters Morningstar - Wed, May 9, 2012 7:00 AM EDT
Companies likely to restructure in 2012 as they navigate dire straits.
- PIMCO Total Return ETF Is Off to a Fast Start Morningstar - Wed, May 9, 2012 7:00 AM EDT
When PIMCO first announced the launch of an exchange-traded fund version of the largest U.S. mutual fund, PIMCO Total Return Instl(PTTRX), the general consensus was that it would be a successful ETF. Today, ...
- Don't Discount Value of Low Fees Over the Long Term Morningstar - Tue, May 8, 2012 7:00 AM EDT
Small differences in expense ratios can mean big bucks down the road.
- A Look at Our Two New International Categories Morningstar - Tue, May 8, 2012 7:00 AM EDT
The aim is to make evaluations easier, not to flash a buy signal.
- Wide-Moat Intel's Opportunities Outweigh Its Threats Morningstar - Mon, May 7, 2012 7:00 AM EDT
Despite some uncertainties, we think the semiconductor giant can still thrive.
- Will These Former Highfliers Be Reborn? Morningstar - Mon, May 7, 2012 7:00 AM EDT
Keep an open mind and a closed wallet.
- Need Bonds Now? 4 Tips to Keep from Getting Pinched Morningstar - Mon, May 7, 2012 7:00 AM EDT
Don't delay derisking, but proceed with caution when enlarging your bond stake.
- What Have You Learned from Buffett? Morningstar - Sun, May 6, 2012 7:00 AM EDT
Readers discuss the virtues of strong brand names, swimming against the tide, and holding stocks 'forever.'
- Industrials Seeking to Energize Margin Growth Morningstar - Fri, May 4, 2012 7:00 AM EDT
Several companies in the sector, with their constant portfolio pruning and operations improvements, are apt to withstand oncoming headwinds.
- This ETF Offers a Bastion of Stability in an Uncertain Market Morningstar - Fri, May 4, 2012 7:00 AM EDT
Despite the limited upside, utilities are often looked to for stability during periods of heightened market uncertainty.
- Manager Steps Down at Restructuring Fund Morningstar - Thu, May 3, 2012 1:00 PM EDT
Matthews makes a manager change and more.
- Funds That (Still) Buy Like Buffett Morningstar - Thu, May 3, 2012 7:00 AM EDT
Funds with similar stock holdings to Warren Buffett have great long-term records.
- Express Scripts' Merger With Medco Is the Right Prescription Morningstar - Wed, May 2, 2012 7:00 AM EDT
Scale gives the company a wide economic moat.
