morningstar.com
Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,165.82 |
115.98
|
1.15%
|
| US Mid Cap | Closed | 13,983.99 |
169.94
|
1.23%
|
| US Small Cap | Closed | 12,458.77 |
230.93
|
1.89%
|
| US Sustainability | Closed | 2,766.78 |
28.27
|
1.03%
|
| Women's Empowerment | Closed | 1,538.15 |
13.66
|
0.90%
|
| Societal Development | 1,277.91 |
4.65
|
0.37%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 12,824.25 |
121.11
|
0.95%
|
| US Sensitive | Closed | 16,959.00 |
263.36
|
1.58%
|
| US Defensive | Closed | 14,823.92 |
89.68
|
0.61%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,165.82 |
115.98
|
1.15%
|
| US Large Cap | Closed | 8,882.82 |
93.31
|
1.06%
|
| US Mid Cap | Closed | 13,983.99 |
169.94
|
1.23%
|
| US Small Cap | Closed | 12,458.77 |
230.93
|
1.89%
|
| DJIA | Closed | 34,092.96 |
6.92
|
0.02%
|
| S&P 500 | Closed | 4,119.21 |
42.61
|
1.05%
|
| Nasdaq | Closed | 11,816.32 |
231.77
|
2.00%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 27,402.05 |
55.17
|
0.20%
|
| Hang Seng | Closed | 21,958.36 |
113.82
|
−0.52%
|
| Shanghai Comp | Closed | 3,285.67 |
0.75
|
0.02%
|
| FTSE 100 | 7,803.98 |
42.87
|
0.55%
| |
| DAX | 15,355.91 |
175.17
|
1.15%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | 1,957.50 |
29.70
|
1.54%
| |
| Silver | 24.46 |
0.94
|
3.99%
| |
| Platinum | Closed | 1,017.00 |
0.00
|
0.00%
|
| Light Crude | 76.17 |
0.24
|
−0.31%
| |
| Natural Gas | 2.49 |
0.02
|
0.93%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Tesla |
8.19
|
4.73%
|
| Advanced Micro Devices |
9.49
|
12.63%
|
| Snap |
1.19
|
−10.29%
|
| Ambev SA |
0.07
|
−2.63%
|
| Carvana Co |
3.39
|
33.33%
|
| Amazon.com |
2.02
|
1.96%
|
| Peloton Interactive |
3.43
|
26.53%
|
| Apple |
1.14
|
0.79%
|
| SoFi Technologies |
0.45
|
6.49%
|
| Ford Motor Company |
0.28
|
2.07%
|
News
- BOE Raises Key Interest Rate by a Half-Percentage Point | Dow Jones
- ING Shares Fall After 2023 Growth Guidance Misses Consensus — Update | Dow Jones
- Becton Dickinson 1Q Profit, Sales Slip | Dow Jones
- Ferrari 4Q Profit Rose, Forecasts Revenue Increase in 2023 | Dow Jones
- BOE's Forecasts May Give a Better Guide on Future Policy | Dow Jones
- CNH Industrial to Delist From Euronext Milan, Retain Single Listing on New York Stock Exchange | Dow Jones
- Air Products & Chemicals Logs Higher 1Q Profit, Sales | Dow Jones
- BCE Inc. 4Q Profit Slides, Revenue Tops Views | Dow Jones
- Correction to Nordea Earnings Article and Flash Headline | Dow Jones
- North American Morning Briefing: Meta to Buoy -2- | Dow Jones
Features
Are We in a Low Return World? We Doubt It
Why Morningstar Investment Management expects positive real returns for long-term portfolios.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas before filing your taxes.
Geographic Risks of Rental Property Ownership
Investing directly in real estate can mean a broad range of potential return outcomes—and a range of risks.
Is Intel Stock a Buy After Awful Results?
The stock is undervalued but the company’s 2023 forecast is bleak.
Earnings
Investment Picks
3 Recession Stocks to Consider
Plus earnings season takeaways and previews, and an upgrade on Apple stock.
3 Great Funds for 2023 and Beyond
Get paid while you wait for the market to rebound.
3 Funds Leaning Into Struggling Growth Stocks
These managers did what Warren Buffett suggested: They were greedy when others were fearful.
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
The popular blogger and host of The Money with Katie Show talks about finding her audience, key financial decisions like whether to buy a home, and ‘the monetization of self.’
ETF Flows Hold Steady as Markets Rebound in January
Investors piled $55 billion into U.S. ETFs as global stocks and bonds rallied.
Sustainability
How Did the Top U.S. Asset Managers Vote on ESG Shareholder Resolutions?
Morningstar’s analysis reveals solid but varying support by managers.
Oil and Gas Are Here for the Long Run. So Are Related ESG Risks.
Equitrans and Energy Transfer are two cheap stocks worth a look.
Is It Time to Pick Up the Pieces After Last Year’s Bond Market Storm?
Reflections on a grueling year, and two funds to consider should bonds bounce back.
Gold Set a Low Bar in 2022
The disappointing year highlights the risks of investing in gold-equity funds.
How the World’s Largest ETF Changed Financial Markets
5 charts showing SPY’s web of influence.
John Rekenthaler
Are Dividend Funds All That?
David Sekera
What to Expect From Stocks in 2023
Susan Dziubinski
10 Stocks for a Recession
Russel Kinnel
20 Funds for Investors to Consider in 2023
Christine Benz
How to Build a Portfolio You Don’t Have to Babysit
Sarah Newcomb
What to Do If You Lose Your Job
Amy C. Arnott
What Your Net Worth Statement Is Telling You
Morningstar Stock Analyst Reports
See what Morningstar experts are saying about these key stocks. Limited time only.
Exchange
|
Name
|
Rating
|
|---|---|---|
| MRNA | Moderna Inc | |
| PFE | Pfizer Inc | |
| DIS | The Walt Disney Co | |
| WMT | Walmart Inc |
3 Top Growth Stocks to Buy and Hold in 2023
The long-term outlooks for these companies solid—and their stocks are cheap.
10 Undervalued Dividend Stocks for 2023
These dividend stocks have attractive yields and are cheap, to boot.
11 Undervalued Defensive Stocks for 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
5 Most Overvalued Stocks Right Now
You may want to check your portfolio for these overpriced names.
Can the Travel Industry’s Recovery Continue?
Even with inflation and economic uncertainty, people still want to take trips.
Can the 60/40 Portfolio Bounce Back in 2023?
Performance probably can’t get much worse than it was in 2022.
The Best Funds for Rebalancing in 2023
These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
Your 2023 Portfolio Checkup
How to position your investments in the new year after a challenging 2022.
How Did the Retirement Saver Portfolios Perform in 2022?
Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.
How Did the Bucket Portfolios Perform in 2022?
A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.
The Best Companies to Own: 2023 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2023 Edition
These companies from various corners of the globe are well positioned for the future.
Best Innovative Companies to Own: 2023 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial-Services Companies to Own: 2023 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2023 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
The Best Dividend Funds
These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023.
U.S. Fund Flows: Investors Bail in 2022
Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.
The Best Funds for Rebalancing in 2023
These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
Investing in REITs vs. Direct Real Estate
We navigate the pros and cons of real estate investment options.
3 Great Global Funds
What kind of fund is a mainstay in the rest of the world, but not the United States? Global funds.
Practice Made Perfect: How Advisors Can Solve the Capacity Problem
Here’s how to grow your practice without sacrificing excellent service to clients.
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
A look at how Notice 2022-53 has affected the tax code.
Why Advisors Should Bother With Tax Alpha
A simple way to boost investment performance without adding risk.
10 Questions With RBC Portfolio Manager Philippe Langham
Where he sees opportunities and risks today.
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
How Did the Retirement Saver Portfolios Perform in 2022?
Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
Can I Take a Loan From My 401(k)?
Before you take a loan from your retirement savings plan, consider an emergency fund.
How Much Should I Have in My 401(k)?
If you’re enrolled in a 401(k) plan, here is what you need to know about this retirement savings vehicle.
Get a Tax-Smart Plan for In-Retirement Withdrawals
Consider these strategies to stretch out your tax savings during your retirement years.
10 Cheap Stocks With Wide Moats and Low ESG Risk
For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.
5 Tips for Managing Your Portfolio and Sustainability in 2023
Recommit to diversification with ESG funds and start thinking about your retirement plan.
ESG Investing Keeps Pace With Conventional Investing in 2022
A look at Morningstar’s sustainability indexes and which funds outperformed.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
What to Make of Reports that Assets Invested Sustainably Are Down
Cutting through the noise around a new report from US SIF.