Financial Literacy
What is a 'Fund'?
Funds are suitable for investors who do not have the time or expertise to construct and monitor a portfolio themselves. We go back to basics and explain
Investing basics
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What Makes a Great Company?
Let’s look at what makes a company ‘great’ from a financial standpoint.
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What is Factor Investing?
Looking beyond value and growth.
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Understanding Investment Styles
It’s important to know the difference between ‘value’, and ‘growth’ – and in the case of funds, ‘blends’.
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Understanding Stock Prices
A stock’s price level could indicate nothing about its intrinsic value
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Morningstar Money Challenge
Take the month-long Morningstar Money Challenge and start getting your financial life organized!
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What is a Bubble?
What happens when the stock market turns into a casino – and what to do when it does
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4 Money Tips for Students
Before you start classes, and after the summer we’ve had, take a minute to prepare for what you can
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Money Anxiety? Financial Therapy Could Help
Financial therapy combines therapeutic and financial proficiencies where specialists help people improve their relationship with money
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How to Paydown Debt
Tackle the fire fastest with a debt ‘avalanche’ – or get psychological wins sooner with the ‘snowball’ method
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My #1 Money Lessons
Morningstar experts reflect on the money lessons they would have wanted their younger selves to know
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How to be a Better Investor
We have some tips to build wealth, and help you spot the pitfalls to avoid as you make money
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The Basics of Investing
Our guest hosts ask the questions that all of us once asked - what are stocks? What is income? What are dividends? Why does any of this matter?
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What is a Stock Split?
Companies like to play with the price of their stocks sometimes…here’s why and what you should know
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Back to Basics: What are Mutual Funds?
Why people buy them and why fees are key
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How to invest according to your age
No matter where you are in life, we've got you covered
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The Morningstar Dictionary
A glossary of useful terms to help you understand your investments
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The Road to Retirement
And maps to get you there for each stage of the investment journey
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Morningstar Money MythBuster
Join Mr. Morningstar Money Man on Money Mythbuster, where we'll knock down the obstacles in the way of your investment success!
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Back to School: What is an RESP?
A smart way anyone can invest and get support for a child’s education – here’s how they help make those dreams a reality
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What Is Proxy Voting and Why You Should Care
You are a shareholder of the companies in your portfolio, and proxy voting is the way for you to have a say
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Bear Market, Economic Recession: Where Are We Now?
Answers to questions you might be asking about where the market stands.
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The Morningstar Quantitative Rating for funds
The Morningstar Quantitative Rating for funds is powered by a machine-learning model that leverages the same decision-making processes and data our analyst staff uses to create their ratings. See this data in action on the Analyst tab of the Fund report pages.
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The Morningstar Fair Value estimate
The Morningstar Fair Value Estimate tells investors what the long-term intrinsic value of a stock is, helping them see beyond the present market price.
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The Morningstar Economic Moat rating
The Morningstar Economic Moat Rating represents a company's sustainable competitive advantage. A company with an economic moat can fend off competition and earn high returns on capital for many years to come.
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The Morningstar Rating for stocks
The Morningstar Rating for stocks can help investors uncover stocks that are truly undervalued, cutting through the market noise.
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The Morningstar Rating for funds
The Morningstar Rating for Funds, often called the Star Rating, is a data-driven rating that measures how well a fund has performed compared to similar funds.
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The Morningstar Sustainability Rating for funds
More than 34,000 funds currently have a Morningstar Sustainability Rating globally and that number is growing. This new rating was developed in cooperation with data supplier Sustainalytics.
