Saturday, June 6, 2020

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.

Asset allocation-based approach is one of the key determinants of portfolio performance.

Such decisions must take numerous factors into account.

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

The overlap is not only in stocks but also in investing styles and strengths of the fund manager.

Diversification has many layers. Going global is one of them.

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