Morningstar, Inc. - June 22, 2026
IRA Transfers vs. Rollovers: The Rules That Can Cost You
Learn when to use a transfer or a rollover and how to avoid the...
 Morning DigestDenise Appleby Learn when to use a transfer or a rollover and how to avoid the IRS’ strict 12‑month rule. 
ADVERTISEMENT  2026 Morningstar Investment Conference  Morningstar’s Christine Benz talks with Dana Anspach of Sensible Money and Michael Finke of The American College of Financial Services about safeguarding against shocks in retirement. Laura Lallos  After 35 years at the helm of Fidelity Contrafund, Danoff explains how caring about the details leads to success. Lauren Solberg Emerging markets look particularly attractive, top global bond fund managers say. Vikram Barhat  Portfolio managers highlight where the opportunities lie in a world of tariffs and shifting geopolitical alignments. Vikram Barhat Experts at the annual MIC dig beneath the headlines to help investors stay grounded. Laura Lallos Investing Insights Despite gains on mega-cap stocks, small-caps are holding their own in 2026. Lauren Solberg, Tom Lauricella The longtime managers of these three funds lack clear successors. Stephen Margaria This market leader isn’t exactly cheap, but its valuation looks more reasonable than it has in a while. Austin Taggart Creative Cloud remains the standout segment, while digital media and digital experience are fragile. Dan Romanoff Accelerating data center costs and high capital expenditures push Oracle’s balance sheet. Luke Yang We’ve raised our fair value estimate for Apple stock, and we now believe it looks fairly valued. William Kerwin New Stock Analyst Reports Short-seller Jehoshaphat Research issued a report that sent Gildan's GIL shares down 19% on June 16. Its main allegation is that the firm is offering generous payment terms to distributors to inflate sales. It also questioned the credibility of CEO Glenn Chamandy and whether Gildan can reach second-half sales expectations. Gildan responded by reiterating its guidance and the accuracy of its financial disclosures. We are not changing our view. There is nothing in the short report that suggests that Gildan's competitive edge has been lost or that its long-term outlook is poor. New Fund Analyst Reports Despite personnel changes, Harbor Small Cap Growth’s (HNSGX) consistent and sound approach earns an Above Average Process rating; the strategy’s People rating is Average. This strategy’s longtime subadvisor, Westfield Capital Management, has seen nine tenured investment team members leave since 2019. The team backfilled vacancies with both junior and experienced hires, including one who returned to the firm after a brief stint outside the industry. While such turnover isn’t ideal, the current 16 team members provide adequate depth, and the investment committee structure allows for collective decision-making, which draws on the committee’s considerable industry experience, about 30 years on average. The consistent presence of longtime CEO and CIO Will Muggia also aids continuity. The Tools You Need to Invest Like an Analyst Stay connected:
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