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.
Investing Styles
More on Investing Styles
3 Stocks to Invest In to Rebalance Your Portfolio
These value stocks can balance portfolios heavy in growth stocks—and they’re undervalued, too.
Brace Your Portfolio for Mega-IPOs
How SpaceX, Anthropic, and OpenAI will affect the public market.
The Best Value Funds
These value mutual funds and ETFs invest in large-cap value stocks and earn top ratings from Morningstar.
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
American Funds Capital Income Builder Plies a Highly Appealing Approach
The fund generates both capital appreciation and income.
How Will Mega-IPOs Change the Face of the US Stock Market?
The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.
Where to Find Income in Today’s Market
There’s no “right” income-generating investment. Here’s a look at the pros and cons of some common income sources.
US Stock Market Outlook: It’s Time to Reallocate from Growth to Value
The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.
Not All Value ETFs Are the Same. Here’s What Performance Can Tell Us
Exploring the differences between the CRSP and S&P value indexes.
US Stock Market Outlook: Where to Find Value After April’s Rally
Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps.
How to Pick a Total Market Fund
Not all are created equal.
2 Top-Performing Mid-Cap Growth Funds
Offerings from Invesco and PrimeCap stand out.
What’s Happening in the Markets This Week
Earnings reports from mega-cap software, credit card, and automotive companies. Plus the March Personal Income and Outlays report.
4 Top-Performing Large-Blend Funds
Vanguard and S&P 500 funds dominate the list of the best-performing large-blend strategies.
This Vanguard ETF Effectively Captures the Large Value Segment of the US Stock Market
A portfolio full of stable earners and low fees gives this fund an advantage.
Smart Investor: Best Dividend Stocks, Utilities as a Growth Play, and a Revival for SPACs
Wrapping up our coverage of markets and the week.
6 Top-Performing Large-Growth Funds
Fidelity dominates the list of the best-performing large-growth funds.
Looking for Growth ETFs? These 7 Stand Out Right Now
These growth-focused ETFs earn Morningstar’s top rating. Here’s what sets them apart.
5 Stocks to Buy Before Growth Stocks Come Back
Plus, a preview of earnings season.
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