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A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio’s health and that of your whole plan as the year winds down.

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Federal-reserve
Fidelity-investments
Bonds
Social-security
Retirement-income-calculator
Retirement-nest-egg-calculator
Assess-your-asset
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The Best Funds for Rebalancing for 2024

These top-rated ETFs and mutual funds can bring balance to portfolios with out-of-whack asset allocations.

Italy
United-states
Netherlands
Spain
France
United-kingdom
Germany
Switzerland
American
International-funds-for
American-funds-bond-fund-of-america

5 Ultracheap Stocks Undervalued by More Than 50% to Buy

These stocks may appeal to investors with long time horizons and an appetite for risk.

China
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Alex-chriss
Credit-services
Google
Group-asia
Very-high-morningstar-uncertainty
Fair-value
Uncertainty-rating
Economic-moat-rating
Style-box
Internet-content

An Investing Guide for Every Life Stage

Here are the key investing steps for all of life’s stages and some portfolios to get you started.

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Priorities-when-you-re-first-starting
Portfolio-examples
Get-you
Social-security
Examples-that-show-how
Morningstar-investor

The Best Value Funds

These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar in 2023.

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Morningstar-categories
Morningstar-medalist-rating
Mutual-funds
Morningstar-medalist-ratings
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Medalist-ratings
Find-value-funds
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