Morningstar

Investing Styles

More on Investing Styles

Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio

The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.
Christine Benz and Amy C. Arnott, CFA

3 Cheap Stocks Offering Attractive Income

Buy these undervalued dividend stocks that have healthy yields to generate dependable income.
Susan Dziubinski

2 Ways to Power Your Income Portfolio

Why we think this energy MLP and utilities stock are top dividend picks today.
David Sekera, CFA, Susan Dziubinski, and Jess Bebel

4 Ways to Generate Income Beyond Core Bonds

Here’s where to look for yield today.
Dan Lefkovitz, Susan Dziubinski, and Jess Bebel

4 Undervalued Stocks to Buy for Income

Plus, what August’s market moves mean for investors.
David Sekera, CFA, Dan Lefkovitz, and Susan Dziubinski

How to Pick a Mid-Cap Index ETF

Not all mid-cap index ETFs are created equal.
Brendan McCann, CFA

Why This Growth Stock Manager Likes Both the AI Trade and Eli Lilly

Despite the cash burn at hyperscalers, the AI boom is only in its early stages, and the benefits are spreading, says Jennison’s Boyer.
Leslie P. Norton

4 Ways Portfolio Diversification Has Paid Off in 2026

Diversification remains a winning portfolio strategy—if your last name isn’t Lynch or Buffett.
Dan Lefkovitz

The Best Small-Cap Funds to Buy in 2026

These mutual funds and ETFs earn Morningstar’s top rating today.
Susan Dziubinski

10 Best Value Stocks to Buy for the Long Term

The stocks of these high-quality companies look cheap today.
Tori Brovet

How Index Funds Are Adapting to Mega-IPOs

Trillion-dollar startups force index providers into tough choices.
Zachary Evens

How to Use Small-Cap Stocks in Your Portfolio

What you need to know about the advantages and risks of investing in small-cap stocks.
Amy C. Arnott, CFA

The Best Small-Cap Stocks to Buy Today

Small caps had a great first half—and we think these stocks still have gas left in the tank.
Susan Dziubinski

Winners and Losers Among Stock Funds During Q2 2026

Semiconductors, emerging markets, and small-caps led the rebound, while software and energy struggled to keep pace.
Sbidag Demerjian

Q3 Stock Market Outlook: What’s In and What’s Out

Morningstar Wealth strategist Dominic Pappalardo says to stick with small caps and Latin America stocks.
Leslie P. Norton

How Micron Became 25% of a Value ETF

Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Brendan McCann, CFA

Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’

The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.
Amy C. Arnott, CFA

Markets Brief: Which Utilities Stocks Are the Best Data Center Plays?

Plus, inside the Q2 mid-cap stock surge, jobs data ahead, and are refinery stocks a buy after a dip?
Tom Lauricella and Irza Waraich

Dividend Investing: How to Find the Right Balance Between Income and Growth

Plus, two highly-rated dividend kings and three Gold-rated funds.
Jerry Kerns and Ivanna Hampton

Markets Brief: Where Top Managers Are Finding Opportunity in a Concentrated Small-Cap Market

Despite gains on mega-cap stocks, small-caps are holding their own in 2026.
Lauren Solberg and Tom Lauricella

Sponsor Center