The Morningstar Rating for Funds: What to Know
Sometimes past performance is indeed predictive, and then so is the star rating.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 10,036.66 |
22.54
|
−0.22%
| |
| U.S. Mid Cap | 13,582.68 |
85.38
|
−0.62%
| |
| U.S. Small Cap | 13,352.52 |
132.98
|
−0.99%
| |
| DJIA | 32,691.50 |
39.70
|
−0.12%
| |
| S&P 500 | 3,934.47 |
6.12
|
−0.16%
| |
| NASDAQ | 13,382.75 |
5.21
|
0.04%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Apple Inc |
3.40
|
2.83%
|
| RLX Technology Inc ADR |
9.29
|
−47.79%
|
| AMC Entertainment Holdings Inc Class A |
1.41
|
−10.14%
|
| Ford Motor Co |
0.03
|
0.19%
|
| NIO Inc ADR |
0.40
|
−0.92%
|
| Zomedica Corp Ordinary Shares |
0.09
|
−4.29%
|
| Bank of America Corp |
0.89
|
−2.31%
|
| General Electric Co |
0.10
|
−0.76%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
0.09
|
−0.37%
|
| Itau Unibanco Holding SA ADR |
0.02
|
0.39%
|
News
- Hospitals Stung Financially by Covid-19 Pandemic Seek Remainder of Relief Fund Payouts | Dow Jones
- Compass Sets IPO at 36 Million Shares; Sees Pricing at $23-$26 Each | Dow Jones
- Bilibili Prices Hong Kong Offering at HK$808/Share | Dow Jones
- Stock Futures Slip Ahead of Powell's Testimony | Dow Jones
- U.S. Stock Futures Pull Back Ahead of Data | Dow Jones
- Biden Administration Officials Put Together $3 Trillion Economic Plan — 2nd Update | Dow Jones
- Baidu Rises 1.5% in Hong Kong Trading Debut | Dow Jones
- CapitaLand Shares Climb After Unveiling Restructuring Plan | Dow Jones
- Recursion Pharmaceuticals Files for IPO; Backers Include Bayer, Lux Ventures | Dow Jones
- Biden Administration Officials Put Together $3 Trillion Economic Plan — Update | Dow Jones
Features
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
A majority of the top 10 dividend-yielding names are undervalued.
Munis in the Year of COVID
A recap of 2020’s roller-coaster ride in the muni markets and questions about what comes next.
INFLATION
Target-Date Landscape
INVESTING IN STRANGE TIMES
In Long History of Market Crashes, Coronavirus Crash Was the Shortest
The year may have been unprecedented, but the best course for navigating a market dip stayed the same.
One Year Since the Coronavirus Crash: U.S. Market Volatility and Performance in 7 Charts
Investors who stood firm were rewarded as the markets recovered, and then some.
We Need to Talk About Risk in Your Short-Term Portfolio
We explore the perils of holding too much in stocks for goals that are within reach.
The Demise of the Stretch IRA
Other solutions to keeping it all in the family.
Sustainalytics: 10 Investing Themes for 2021
Investing with global sustainability in mind.
Why Is U.S. Midstream Still Undervalued?
It's been left behind in the runup in energy prices, and here's why.
4 Utilities With an Edge After Texas Power Outages
We look at which utility companies stand to benefit as the Lone Star state recovers from last month's blackouts.
Astra Posts Solid U.S. Phase 3 Data for Vaccine
The wide-moat firm's vaccine showed a solid 79% efficacy level in preventing symptomatic COVID-19, which was better than we had expected.
Ben Johnson
No Room on the ARK?
Susan Dziubinski
3 Warren Buffett Stocks to Buy
Amy C. Arnott
Why I'm Lukewarm on Real Estate
John Rekenthaler
4 Ways Today's Stock Market Resembles That of the Late 1990s
Christine Benz
5 Steps Women Can Take to Improve Their Retirement Readiness
Russel Kinnel
3 Important Manager Changes This Year
Karen Wallace
Roth or Traditional IRA: Which Should You Choose?
Looking Past the Pandemic: Stocks That Will Benefit From Economic Recovery
A few undervalued stocks remain, but many have already surged past fair value.
33 Undervalued Stocks for 2021
Here are our analysts' top ideas in each sector for the new year.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
We Need to Talk About Risk in Your Short-Term Portfolio
We explore the perils of holding too much in stocks for goals that are within reach.
What Rising Bond Yields Mean for Your Portfolio
Now is a good time to check in on your asset mix.
Special Report: Women and Investing
We take a look at the challenges women face as investors and the steps they can take to improve their retirement outcomes.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
These Sectors Performed Best and Worst in the Pandemic
We look at the industries for those most affected by social-distancing and stay-at-home orders.
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.
What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
What to Do When the Market is Manic
Why doing a whole lot of nothing might be the ultimate contrarian approach.
The Best Target-Date Funds for 2021 and Beyond
Pimco joins our list of top target-date funds, and T. Rowe Price gets an upgrade.
What Opportunities Remain in Fixed Income?
Not many, but commercial mortgage-backed securities may have more room to run.
3 Income Alternatives to Consider
There are risks and rewards for income seekers who turn to preferred stocks, REITs, and core-plus bond funds.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
How Advisors Can Help LGBTQ Clients With Planning
Here are some tips to consider and mishaps to avoid when working with the LGBTQ community.
Can a Trust Transfer an IRA to a Trust Beneficiary?
The answer is yes, but there are caveats.
A New Manager Selection Process for Increased Diversity
The current asset-manager evaluation process only exacerbates existing inequities in financial services.
Student Loans: A Road Map for Advisors
If you don't have clients with student loan debt already, you surely soon will.
How Advisors Can Bridge the Money and Culture Gap
Cultural competency has major implications for business.
The Demise of the Stretch IRA
Other solutions to keeping it all in the family.
Do Annuities Belong in Your Retirement Tool Kit?
These vehicles can be bewildering.
5 Steps Women Can Take to Improve Their Retirement Readiness
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Sustainalytics: 10 Investing Themes for 2021
Investing with global sustainability in mind.
Biden Administration Will Improve Regulatory Climate for Sustainable Investing
The rule from the Trump administration will not be enforced by the DOL.
Navigating an Ocean of ESG Strategies
Here's a simple framework to make sense of what's available.
U.S. Sustainable Funds Continued to Break Records in 2020
More funds, more flows, and impressive returns define the U.S. sustainable landscape.
What Will it Take to Close the Gender Pay Gap for Good?
The numbers are improving slightly, but it won’t be possible without mandatory disclosure.