MORN : Analysis & Opinions

  1. ETFs: Exploring Expenses in 2016 (BLK, ITOT)

    May 4, 2016
    Take a good look at the latest trends in ETF costs. While passively managed funds have become less expensive, actively managed ...
  2. Active Management Case Study: Comparing Index to Actively Managed ...

    May 3, 2016
    Find out how actively managed funds compare with passively managed funds in terms of cost and whether higher cost funds outperform ...
  3. Merrill Edge vs. Edward Jones: Comparing Small Business 401(k) ...

    April 20, 2016
    Read about 401(k) plans for small businesses offered by two national providers, one delivering service online and the other ...
  4. Zacks vs. Morningstar: Comparing MF Research Providers

    April 19, 2016
    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  5. ARTIX: Overview of Artisan International Investor Fund

    March 23, 2016
    Learn about Artisan Partners, collective returns from Artisan funds in 2016 year to date, and an overview of the Artisan ...
  6. FBGRX: Overview of Fidelity Blue Chip Growth Fund

    March 20, 2016
    Learn about the Fidelity Blue Chip Growth Fund in this fund overview including information on its investment performance ...
  7. VGSTX: Overview of Vanguard STAR Fund

    March 19, 2016
    Take a closer look at one of Vanguard's more interestingly constructed mutual funds, the Vanguard STAR Fund, which is made ...
  8. Is Morningstar’s Star System An Effective Ranking Tool? (MORN)

    February 9, 2016
    Learn why Morningstar's star rating system is not always a great predictor of future performance, and why investors should ...
  9. Do These Things To Trim 401(k) Expenses

    November 16, 2015
    You might need to be vigilant and a bit creative to lower overall 401(k) expenses, but the payoff can be big. Here's a quick ...
  10. How Morningstar Rates and Ranks Mutual Funds

    October 21, 2015
    Find out how Morningstar ranks and rates investments, and why the Morningstar star system is so heavily influenced by modern ...
  11. Don’t Be Fooled Looking at Only Mutual Fund Rankings (MORN)

    October 19, 2015
    Examine the pitfalls of investing in mutual funds based solely on each fund's ranking from major sources such as Morningstar ...
  12. Analyzing Mutual Funds: Lipper Rating Vs. Morningstar

    September 25, 2015
    Read a comparison between the Morningstar and Lipper mutual fund rating systems and why it's important for investors to understand ...
  13. Top 5 Web-Based Platforms Used By Financial Advisors (MORN, ENV)

    August 14, 2015
    Read about some of the best online software for financial advisers, and learn what these tools can do to make a financial ...
  14. One Year After: PIMCO Total Return Fund (PTTRX)

    August 11, 2015
    A look at the PIMCO Total Return fund almost a year after Bill Gross' departure.
  15. Value or Growth Stocks: Which is Best?

    July 24, 2015
    The answer to the age-old growth versus value debate depends on a number of factors. Here's what to consider.
  16. Essential Software for Financial Advisors

    July 1, 2015
    A comparison of top software solutions for advisors in an industry that’s becoming increasingly driven by technology.
  17. Few Target-Date Managers Invest in Their Own Funds (MORN)

    June 10, 2015
    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  18. Why the Government Favors Index Funds

    June 3, 2015
    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  19. How Financial Advisors Pick Client Investments

    May 21, 2015
    How advisors choose investment portfolios is varied, and investors are wise to check with theirs to find out how he or she ...
  20. 5 Signs That You Have a Lousy 401(k) Plan

    May 20, 2015
    Knowing whether a 401(k) plan is good or not so good is important. This will help participants decide how much to invest ...
  21. Who are Morningstar's (MORN) main competitors?

    May 19, 2015
    Research Morningstar's largest competitors in order to better understand the company's position in the financial information ...
  22. Mutual Funds: How Many is Too Many? (VTSMX, VBMFX)

    April 13, 2015
    How many mutual funds are too many when it comes to a well diversified portfolio?
  23. Impact of SEC's New Money Market Fund Rules

    April 10, 2015
    A look at how new rules introduced by the SEC will impact money market funds.
  24. Top Tips for Retiring in a Bear Market

    April 3, 2015
    What you need to know if you have the unfortunate timing of retiring in a bear market.
  25. Should Investors Nix Actively Managed Funds?

    March 20, 2015
    Index fund returns are on a tear but does this mean investors should nix actively managed funds?
  26. Are Alternative Mutual Funds, ETFs Right for You? (MORN)

    March 2, 2015
    Alternative mutual fund and ETFs are gaining popularity but are they a good idea for your regular Joe investor?
  27. What You Should Know About Smart Beta ETFs

    February 11, 2015
    Smart Beta funds get a lot of hype and are a relatively cheap way to get exposure to an asset class. But they are not foolproof. ...
  28. A Portfolio For Savers Nearing Retirement

    December 12, 2014
    Portfolio strategists are pushing more stocks on near-retirees ... but maybe not enough. Here are some 2020 target-date funds ...
  29. 10 Equity Mutual Fund Bargains

    December 1, 2014
    10 equity mutual funds bargains for any investor or financial advisor.
  30. What's At Stake As Google Takes On Amazon?

    May 30, 2014
    Google's decision to go head-to-head with Amazon with a new same-day shopping service isn't just about cheap Cheerios, coffeemakers, ...
  31. Invest Like Warren Buffett With This ETF

    May 30, 2014
    For traders who want to invest like the Oracle of Omaha without all the tedious research, this fund is a good place to start.
  32. Are Utilities A Value Play Right Now?

    February 3, 2014
    Shaken by the Fed’s taper announcements, the boring word of utility stocks seem to have been turned upside down. However, ...
  33. The Convertible Way To Play This Market

    November 8, 2013
    Investors are certainly facing a quandary. The broad market has gone up by leaps and bounds since the end of the recession. ...
  34. Dividend Stocks Still Matter

    October 24, 2013
    For those investors looking at the long term, ignore the taper talk and focus on dividends. The pay-outs from equities have ...
  35. When To Buy A Mutual Fund

    June 4, 2013
    There is money to be made in mutual funds, but investors fall into several pitfalls that keep them from maximizing their ...
  36. Mutual Fund Ratings: Crucial or Insignificant?

    April 15, 2013
    Mutual fund ratings can help investors, but they have their drawbacks as well.
  37. Find Income and Growth In Emerging Market Bonds

    April 10, 2013
    Offering both growth and income potential, emerging market debt could be one of the best plays for your portfolio.
  38. Battle The Fiscal Cliff With ETFs

    November 19, 2012
    Going over the pending fiscal cliff could be a scary proposition for American citizens and investors. The automatic spending ...
  39. 3 Reasons To Own Morningstar

    July 4, 2012
    Morningstar went public in May 2005 at $18. Since then, its annualized total return has been 18%. While that's good, I think ...
  40. AllianceBernstein Could Be Looking At A Long Turnaround

    June 21, 2012
    Poor fund performance has led clients to pull assets from AllianceBernstein and the fact that unit holders have minimal say ...
  41. REITs Still Looking Good

    April 5, 2012
    While the commercial real estate sector has seen a huge increase in investor attention due to its dividend yields, it still ...
  42. Ruling Or Not, Healthcare Still Wins

    March 29, 2012
    The Affordable Care Act finally goes in front of the Supreme Court. However, the Justice’s ruling may not matter. Healthcare ...
  43. Strength In Steel

    February 6, 2012
    The steel sector suffered in 2011, due to fears about the slowing global economy and lower Chinese demand. That said, many ...
  44. Bond Superstar Says Skip The Dollar And Euro

    February 3, 2012
    With all the problems facing the developed world, Michael Hasenstab recommends looking towards Asia for gains in the New ...
  45. A Focus On Dividend Growth

    January 16, 2012
    With interest rates continuing to hold at super-low levels, now could be great time to institute a dividend growth strategy.
  46. The Long-Term Play In Lab Work

    January 16, 2012
    As drugmakers beef up their pipelines in this world of rising costs, the contract research sector should profit.
  47. Lululemon Vs. Morningstar: Which Is The Better Stock?

    November 18, 2010
    Lululemon and Morningstar have similar revenues and operating margins. Through a head-to-head comparison, we'll find out ...
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