Saturday, August 15, 2020

A reader requested our take on his investments. We noted how sound he was in his selection.

Arbitrage funds subject investors to lower credit risk than liquid funds.

This is one aspect of diversification that many investors ignore.

Yes, but there are guidelines to follow.

Here is how to move ahead if your portfolio is heavy on debt.

Sector funds must never be core holdings, and never corner the bulk of your portfolio.

The value fund category on the whole has underperformed since 2018.

You may not need a thematic fund, but you do need a large-cap holding.

Both these individuals have around 12 to 13 years to retirement. Here's what they can do.

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries ONLY related to mutual funds and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

Mutual Fund Tools