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Morningstar World-Stock Categories Get Some Style

We recently broke up the world large-stock Morningstar Category into three style-specific categories to better capture the range of investment approaches used across this broad group of funds. The Morningstar Rating for funds and category performance rankings as of April 30, 2021, reflect the new groups world large-stock value, world large-stock blend, and world large-stock growth. Here s where some prominent funds landed. World Large-Stock Value There were some obvious moves. Strategies with clear value roots moved into the world large-stock value category, including Dodge & Cox Global Stock (DODWX), known for its contrarian style of investing and long-term mindset. It had about a third of its assets in financials and energy recently, on the high end of all world large-stock funds; indeed, some former peers didn t even crack double-digits in those sectors.

New to the Stock Market? 3 Investments You Can t Go Wrong With

Author Bio Barbara has written about personal finance and investing for over 24 years for E Trade, SoFi, Discover Banking, HouseLogic, Schwab, Merrill Lynch, and many others. She s the former Managing Editor of Mortgageloan.com and Credit-land.com, and has been with the Motley Fool since its early days. If you re just starting to invest, you may be feeling overwhelmed. There are thousands of stocks to choose from, and it may feel impossible to know which ones are best for you. In order to guide you on your journey to investing success, three experienced Motley Fool contributors suggest three options that are bound to be winners. You can t go wrong with any of them, as long as you hold them for the long term. 

New to the Stock Market? 3 Investments You Can t Go Wrong With

New to the Stock Market? 3 Investments You Can t Go Wrong With
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What s the Best Way to Start Investing?

Editor s note: A version of this article first appeared in June 2020. Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. I once created quite when a stir when I wrote the following on Twitter: I ll say it: Individual stocks are TERRIBLE investments for people just starting out. I know that many people learned about investing through their Disney shares yadda yadda but I think we need to be clearer about this when we discuss financial education. So much ink has been spilled discussing the failings of active managers. But we haven t talked enough about how poorly many small investors are apt to do with individual-stock purchases, especially if they re just learning. Now seems like a good time to drive home this point.

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