Morningstar

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

How can advisors best use the investment research firm's data to help clients?

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.

Although their products have won on returns, nearly all the new jobs have gone to men since 2015.

It pays to review the differences between traditional and Roth IRAs.

Combating these misconceptions may help taxpayers maximize benefits.

While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

The firm reported $33.9 billion in redemptions from active funds over the last year.

Growth funds have performed best over the past decade, outpacing value funds.

Both long and short investments focused on volatility were mostly crushed lately.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

After stellar performance in a hectic decade, advisors home in on these funds.

Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

Claiming above-the-line tax write-offs doubles the standard deduction.

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.