Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 10,623.63 |
90.27
|
−0.84%
| |
| U.S. Mid Cap | 14,288.94 |
154.62
|
−1.07%
| |
| U.S. Small Cap | 13,868.67 |
172.55
|
−1.23%
| |
| DJIA | 33,840.35 |
220.01
|
−0.65%
| |
| S&P 500 | 4,178.60 |
32.87
|
−0.78%
| |
| NASDAQ | 13,949.65 |
132.90
|
−0.94%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ocugen Inc |
0.28
|
2.30%
|
| NIO Inc ADR |
1.17
|
3.00%
|
| Vaxart Inc |
1.72
|
18.68%
|
| Apple Inc |
1.95
|
−1.46%
|
| Twitter Inc |
9.16
|
−14.08%
|
| Ford Motor Co |
0.22
|
1.95%
|
| Microvision Inc |
3.50
|
−19.44%
|
| Nokia Oyj ADR |
0.01
|
0.11%
|
| Brooklyn ImmunoTherapeutics Inc Ordinary Shares |
16.78
|
49.04%
|
| Advanced Micro Devices Inc |
2.23
|
−2.66%
|
News
- Trade Deficit Seen Widening — Data Week Ahead | Dow Jones
- Shares of Oxford-AstraZeneca Covid-19 Vaccine Startup Trade Down in Debut | Dow Jones
- S&P 500 on Track for Biggest Monthly Gain Since November | Dow Jones
- Oil Giants Recover as Prices Rebound — Update | Dow Jones
- Stocks Fall to End Strong Month | Dow Jones
- Amazon Up Sixth Consecutive Day, on Track for Longest Winning Streak Since June 2020 — Data Talk | Dow Jones
- U.S. Personal Income Rose 21.1% in March — 2nd Update | Dow Jones
- BioNTech Up; Seeks to Expand EU CMA of Covid-19 Vaccine to Adolescents | Dow Jones
- Reliance Industries 4Q Net Profit Rose | Dow Jones
- U.S. Consumer Sentiment Continues on Its Upward Trend in the Second Half of April | Dow Jones
Features
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.
Why Wall Street Issues So Many Buy Recommendations
The reasons are not entirely nefarious.
Where and When to Take Income From Your Retirement Portfolio
Taking money from your retirement fund is just as important as adding investments.
Introducing the New Alternative Morningstar Categories
We've split, retired, and merged the old alternative categories into new and existing categories.
In the News
AbbVie Posts Solid Q1
We continue to view AbbVie as fairly valued with a good appreciation of new drugs partially offsetting the likely U.S. generic pressure to Humira.
Exxon Mobil's Earnings Bounce Back
Our fair value estimate and moat rating remain.
Downstream Weakness Mutes Chevron's Recovery
With strong cash flows and a healthy balance sheet, narrow-moat company announced a 4% dividend increase.
9 Value Funds Whose Performance Has Flip-Flopped
These reversals highlight the spectrum of value strategies.
The Best Value Funds
These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better.
Sustainable Fund Flows Reach New Heights in 2021’s First Quarter
Green funds are blossoming this spring.
ORACLE OF OMAHA
With Biden Tax Proposals, Charitable Strategies Rise in Importance
Charitable giving might become the best way for wealthy investors to lower their taxes.
How to Diversify Your Portfolio in 2021
Diversification strategies that worked in the past may not work in the future.
An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
Financial literacy month
Amy C. Arnott
Why the Best Values Are Still Abroad
John Rekenthaler
With Specialty Funds, Bigger Has Been Better
Susan Dziubinski
11 Undervalued Climate-Friendly Stocks
Karen Wallace
What Is Greenwashing (And What You Can Do About It)
Christine Benz
How to Build an ESG Portfolio
Russel Kinnel
How We Think About Manager Changes
10 Stocks Buffett Might Buy, if He Could
The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough.
Are These 5 Tech Stocks Undervalued?
After digesting their earnings reports, here’s what we think Alphabet, Apple, Facebook, Microsoft, and Netflix are worth.
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.
How to Diversify Your Portfolio in 2021
Diversification strategies that worked in the past may not work in the future.
How to Build an ESG Portfolio
Consider your ESG focus, goals and asset allocation, for starters.
Are Credit Card Companies Using Your Biases Against You?
How to make smart financial decisions, when offers are designed to know you better than you know yourself.
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.
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.
What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
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.
Special Report: Investing in Strange Times
We reflect on lessons learned--and reaffirmed--over the past year of investing amid market uncertainty.
Introducing the New Alternative Morningstar Categories
We've split, retired, and merged the old alternative categories into new and existing categories.
Funds That Buy Like Buffett, 2021
These funds hold the same stocks that the Oracle of Omaha does.
The Best Value Funds
These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better.
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.
The Case for Real DEI in Your Advisory Business
It takes more than just checking the boxes to see the benefits.
For a Tax Season Unlike Any Other, Check These Items Before Your Clients File
The American Rescue Plan includes some significant changes that can affect 2020 tax returns and planning for future years.
How Advisors Can Educate Themselves on the African-American Experience
A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.
How Advisors Can Make Better Use of Their Time
Dedicate office hours, a time for "brain-picking."
Advisors Should Be Talking About Student Loan Debt
Just because someone is wealthy enough to need an advisor does not mean that student loans aren't an issue.
ESG ETF Portfolios for Retirement Savers
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
Is it the Right Time for Annuities?
Why investors should consider guaranteed income as part of their retirement strategy.
The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.
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.
Sustainable Fund Flows Reach New Heights in 2021’s First Quarter
Green funds are blossoming this spring.
Let’s Not Leave Behind the S & G in ESG
Investors--and policymakers--should consider sustainability issues holistically.
How to Find the Right ESG Fund
How to find a sustainable fund that addresses the issues you care about and works well in your portfolio.
How Can Climate-Aware Funds Fit Into Your Portfolio?
Our analysis shows how these funds stack up on specific climate-related metrics.
Not All Sustainable Funds Are Equally Sustainable
Morningstar’s ESG metrics reveal the standout funds in the space.




















