Investment Factors

More on Investment Factors

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.

2 Top-Performing Mid-Cap Growth Funds

Offerings from Invesco and PrimeCap stand out.

The Case for Avoiding Riskier Funds

More-volatile funds succeed less, die more, and get on our nerves.

How the Iran War Is Shaping Markets

And what it means for your money.

Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy

The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.

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.

5 Ways to Benefit From a Volatile Stock Market

Both hands-off and hands-on investors can turn volatility into opportunity.

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.

Risk, Not Volatility, Is the Real Enemy for Investors

Understanding the difference between the two is a key step toward reaching your financial goals.

Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market

We expect volatility to persist in 2026 and recommend balancing undervalued growth stocks with high-quality value stocks.

Has the Stock Market Really Been More Volatile Than Usual This Year?

For most investors, stock market volatility is something to endure, not act upon.

5 Stocks to Buy Before Growth Stocks Come Back

Plus, a preview of earnings season.

Stocks Rallied After the US–Iran Ceasefire. Is Your Portfolio Positioned for the Volatility?

How a barbell portfolio helps investors navigate market swings, where we see sector and small‑cap leadership, and risks that could shape 2026.

These 4 Small-Cap Value Funds Take Different Paths to Solid Long-Term Results

Here’s how they have performed since receiving their current Morningstar Medalist Ratings.

5 Costly Mistakes to Avoid in Today’s Unpredictable Market

Don’t let volatile markets sabotage your investment portfolio.

3 Defensive ETFs for Today’s Market Volatility

These ETFs can stabilize a portfolio when markets get choppy.

The Gold Trade Collapsed in March, and ETF Investors Flowed Into Bonds at a Record Pace

Investors pulled back from riskier ETFs in March, although part of the market bet on the oil trade.

33 Undervalued Stocks to Buy in a Volatile Market

Investors can capitalize on market volatility with this new list of Morningstar’s top analyst picks for the second quarter of 2026.

5 Winners and Losers From Another Rough First Quarter for Investors

Good news: Bad first quarters don’t necessarily portend bad years.

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