Gabe Alpert

1 week ago | morningstar.com | Gabe Alpert

Value investing is a time-tested strategy, while mid-cap stocks can help add diversification to a stock portfolio. For investors looking to combine these two qualities, we’ve highlighted funds with proven track records. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. Both names that passed the screen were actively managed.

2 weeks ago | morningstar.com | Gabe Alpert

Energy stocks have underperformed in 2025 as oil prices have fallen and the economy has slowed. Some fund managers say rising demand for natural gas, thanks in part to AI and data centers, will drive these stocks higher over the next decade. Peak shale oil and gas production could put upward pressure on the price of oil, benefitting the likes of ExxonMobil. Energy stocks have taken a hit on falling oil prices, but a pair of top-performing fund managers see reasons to be bullish.

2 weeks ago | morningstar.com | Gabe Alpert

Mid-cap stock funds can offer earlier access to growing companies than large-cap funds while adding less volatility to a portfolio than small-cap funds. All four of these funds offer a solid track record of returns. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. Offerings from Vanguard stood out, taking up two of the four funds.

2 weeks ago | morningstar.ca | Gabe Alpert

For this story, we highlight the best four emerging market stock ETFs as evaluated by Morningstar analysts:BMO MSCI Emerging Markets ETF ZEMVanguard FTSE Emerging Markets All Cap Index ETF VEEiShares Core MSCI Emerging Markets IMI ETF XECiShares ESG Aware MSCI Emerging Markets ETF XSEMScreening for the Best Canadian Stock ETFsWe screened for ETFs with Gold, Silver, or Bronze Medalist Ratings that are 100% assigned by Morningstar analysts, rather than indirectly or quantitatively assigned.

2 weeks ago | morningstar.ca | Gabe Alpert

Pour cet article, nous mettons en avant les quatre meilleurs FNB d’actions des marchés émergents, tels qu’ils ont été évalués par les analystes de Morningstar : BMO MSCI Emerging Markets ETF ZEM Vanguard FTSE Emerging Markets All Cap Index ETF VEE iShares Core MSCI Emerging Markets IMI ETF XEC iShares ESG Aware MSCI Emerging Markets ETF XSEM Sélection des meilleurs FNB d’actions canadiennes Nous avons recherché des FNB ayant une Cote de médaillé Or, Argent ou Bronze attribuée à 100 % par les...