ESG Mutual Fund Bucket Portfolios for Retirees
These portfolios are composed of mutual funds with strong ESG and investing track records.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| MORN U.S. | 7,823.80 |
26.24
|
−0.33%
| |
| MORN Sm Cap | 10,247.98 |
46.09
|
−0.45%
| |
| DJIA | 27,909.60 |
105.46
|
−0.38%
| |
| S&P 500 | 3,135.96 |
9.95
|
−0.32%
| |
| NASDAQ | 8,621.83 |
34.70
|
−0.40%
|
Updated
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Arqule Inc |
10.04
|
103.88%
|
| PG&E Corp |
1.53
|
15.85%
|
| Vale SA ADR |
0.01
|
−0.08%
|
| Aurora Cannabis Inc |
0.19
|
7.82%
|
| Danaher Corp |
0.69
|
−0.47%
|
| Bank of America Corp |
0.16
|
−0.48%
|
| Macy's Inc |
0.33
|
2.18%
|
| Apple Inc |
3.79
|
−1.40%
|
| Freeport-McMoRan Inc |
0.46
|
3.95%
|
| NIO Inc ADR |
0.04
|
−1.77%
|
News
- Comcast To Spend Heavily on Streaming — WSJ | Dow Jones
- What's News: World-Wide — WSJ | Dow Jones
- Industrial Stocks Pause, Await Trade Developments — WSJ | Dow Jones
- Brands Find Store Shelves Still Matter — WSJ | Dow Jones
- What's News: Business & Finance — WSJ | Dow Jones
- China Consumer Inflation Hit a Near Eight-Year High in November | Dow Jones
- Postal Savings Bank of China Shares Tick Up in Shanghai Debut | Dow Jones
- McAfee Considering a Combination With NortonLifeLock — Sources | Dow Jones
- Big Brands, Online Startups Find Success Rests on Store Shelves — Update | Dow Jones
- Junk Bonds Set for Pain if Economic Pessimists Are Right — Update | Dow Jones
Reassuring Data Boosts Our Biogen Valuation
Details on Alzheimer's drug candidate are encouraging, but uncertainty remains.
Expanded Ratings Activity in November
With the advent of our new ratings methodology, November saw far more upgrades and downgrades than in previous months.
Good Dividend Potential for AbbVie in a Tough Landscape
The narrow-moat firm is undervalued and well-positioned with its dividend.
Smart Shortcuts With Sarah Newcomb
The Market Is No Benchmark. Here's Why.
A long-term investment strategy can’t be properly assessed using a short-term metric.
How Mutual Fund Characteristics Relate to Fund-Capacity Constraints
Morningstar research digs into the factors that can contribute to alpha.
A New Addition to the Wide-Moat Club
Plus three stocks that enjoyed significant fair value increases last month.
3 Bargains in Berkshire’s Portfolio
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics.
Our Favorite Equity Funds for Retirement
Our Favorite Equity Funds for Retirement
Dividends and Big Tobacco
Hanesbrands Is an Attractive Dividend-Paying Stock
How Accenture Keeps Its Moat
Trends in Bond Index Investing
How Charitable Giving Can Improve Your Portfolio
Our Sustainability Rating Methodology Got an Upgrade
The Pros and Cons of Direct Indexing
What Shoppers Want During a Short Gift-Giving Season
Stay the Course on These Funds That Are in Redemptions
Retirement Risk Factors to Watch For
Hanesbrands Is an Attractive Dividend-Paying Stock
Investors' Unwelcome Surprise
How to Make Over Your Own Portfolio
Dividend Opportunities in Telecom
Vanguard's View on ETF Trends
3 Value Standouts
Will You Underspend in Retirement?
We Won't Paint Over Our View of Overvalued Sherwin-Williams
A Look at Our Enhanced Morningstar Analyst Ratings
A Survey of Vanguard's Dividend Funds
Our Favorite Core-Plus Bond Funds
Bank Stocks for Dividend-Seekers
How to Choose a Target-Date Fund
Where to Find a Bevy of Dividend-Stock Opportunities
What Makes United Rentals Attractive?
Year-End Financial Planning Tips With an Eye on Taxes
Utilities' Dividends Look Good, but Valuations Are Rich
MOST POPULAR
Vanguard Won the Loser’s Game
How an outsider conquered the fund industry.
New Morningstar Ratings
Introducing the Enhanced Morningstar Analyst Rating for Funds
We share the changes and provide a helpful example.
Sustainable Investing Interest Translating Into Actual Investments
We've seen record ESG fund flows so far in 2019.