Morningstar Investment Conference: Keynote With Kunal Kapoor
Morningstar's CEO kicks off the 2021 hybrid event that brings together some of the financial industry’s top minds.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,259.70 |
6.92
|
0.06%
|
| U.S. Mid Cap | Closed | 14,876.35 |
12.15
|
−0.08%
|
| U.S. Small Cap | Closed | 13,630.72 |
45.88
|
−0.34%
|
| U.S. Sustainability | Closed | 3,021.34 |
2.99
|
−0.10%
|
| Women's Empowerment | Closed | 1,656.46 |
1.49
|
0.09%
|
| Societal Development | Closed | 1,393.45 |
0.17
|
0.01%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ford Motor Co |
0.07
|
0.51%
|
| Apple Inc |
0.09
|
0.06%
|
| Carnival Corp Shs Paired with 1 sh of beneficial interest from P&O Princess |
0.75
|
3.04%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
0.21
|
−0.73%
|
| American Airlines Group Inc |
0.49
|
2.34%
|
| Bank of America Corp |
0.45
|
1.08%
|
| Vale SA ADR |
0.33
|
−2.23%
|
| ContextLogic Inc Ordinary Shares - Class A |
0.12
|
−1.87%
|
| AMC Entertainment Holdings Inc Class A |
0.03
|
0.07%
|
| Alibaba Group Holding Ltd ADR |
6.11
|
−4.04%
|
News
- Prudential to Raise US$2.4 Billion From Hong Kong Offer | Dow Jones
- ADRs End Lower; WPP, BioNTech Among Companies Actively Trading | Dow Jones
- S&P/TSX Composite Index Ends the Week 0.43% Lower at 20402.66 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 1.65% Higher at 113282.67 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 0.39% Lower at 51105.71 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 5.52% Lower at 74180.20 — Data Talk | Dow Jones
- Costco On Pace for Record High Close — Data Talk | Dow Jones
- 2Q GDP Still Seen +6.6% — Data Week Ahead | Dow Jones
- EURO STOXX 50 Index Ends the Week 0.67% Higher at 4158.51 — Data Talk | Dow Jones
- DAX Ends the Week 0.27% Higher at 15531.75 — Data Talk | Dow Jones
Features
#MICUS: The Key to an Enriching Retirement
Morningstar Conference speaker Michael Finke discusses how your nest egg can be unrewarding without a social outlet.
#MICUS: Is It Time for U.S. Investors to Look Abroad?
With a weak forecast for U.S. large-cap stocks, Research Affiliates' Rob Arnott sees opportunities elsewhere.
The Morningstar Sustainable Investing Framework
Clear terminology leads to greater understanding of an evolving area.
Complaints About ESG Ratings Reflect 'Maturing, Robust' Industry, Morningstar's Jantzi Says
Founder of Sustainalytics says ratings diversity is sign of a healthy market. 'Market wants ESG data.'
WEEKEND UPDATE
Weekly Wrap: Investment Lessons and the Downgrades of 2021
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
IN THE NEWS
CLOSING THE GAP
Baby Bonds: Turning the Next Generation Into Investors
The program could make strides to narrow the racial wealth gap, but the details still need to be worked out.
5 Questions About Student Loan Forgiveness
We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.
Expanding the Saver’s Credit to Help More People
A few changes to the Saver’s Credit could have long-term benefits for lower-income workers.
SUSTAINABILITY MATTERS
4 Steps to Add Sustainable Investing Strategies to Your Portfolio
Your guide to uncovering what your sustainability goals look like and how to put them into practice.
What does sustainable investing mean to you?
This short quiz will help you understand your stance on sustainable investing and environmental, social, and governance issues.
15 Top Funds Leading the Way on ESG
These Morningstar Medalists will make you feel good while investing.
John Rekenthaler
The Best Way to Learn About Money
Susan Dziubinski
7 Undervalued Innovative Stocks
Amy C. Arnott
The Best Funds for Built-In Diversification
Ben Johnson
The Old and New Guard of Durable Dividend Funds
Russel Kinnel
3 Great Funds Having a Lousy Year
Karen Wallace
5 Questions About Student Loan Forgiveness
4 Stocks to Watch Amid Housing Demand Boom
These companies stand to gain as the U.S. housing market takes off.
13 Stocks You Think You Should Sell But Shouldn't
These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued.
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.
Tactical Asset Allocation: Don’t Try This at Home
Making rapid-fire shifts to take advantage of market trends is easier said than done.
The Best Funds for Built-In Diversification
Balanced funds can play a useful role, but target-date funds look more compelling overall.
Crafting a Plan for Long-Term Care
Tackling this topic is tricky for your September to-do list but necessary.
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 creating financial habits, planning for the future, and starting a new job.
How Close Is the U.S. Economy to Normal?
It's close, but some industries are still recovering.
COVID-19 Vaccine Booster Plans Match Our Expectations
We don’t expect any changes to our fair value estimates or moat ratings for the mRNA manufacturers.
How Has Portfolio Management Changed During the Global Pandemic?
David Herro, portfolio manager of Oakmark International, discusses the effects of loose fiscal and monetary policy, federal intervention, and inflation.
Why Portfolio Diversification Still Works
Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
These Tamer High-Yield Bond Funds Are Worth a Look
Short-duration high-yield funds are a less risky way to boost income and get protection from rising rates than most in the broader category.
How Likely Is Your Fund to Close This Year?
Here's what to make of a series of fund closures in 2021.
The 5 Biggest Downgrades of 2021
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American 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.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
What Are the Barriers to Sustainable Investing?
Integrating sustainable investing into an advisory practice requires understanding the hurdles.
The Executor’s Guide to Retirement Plan Distributions: Income Taxes
Continuing a look at issues executors face when retirement benefits are payable to the decedent’s estate.
Adding Project-Based Planning to Your Advisory Business
This useful addition to a practice can broaden the reach of advice.
The Tool Kit for Sponsoring Black Female Advisors
Having a mentor is good, but a sponsor can champion a career.
Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.
Is the Door Closing on Backdoor Roth IRAs?
The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
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.
Complaints About ESG Ratings Reflect 'Maturing, Robust' Industry, Morningstar's Jantzi Says
Founder of Sustainalytics says ratings diversity is sign of a healthy market. 'Market wants ESG data.'
4 Undervalued Sustainable Stocks
Given their competitive advantages, these companies are poised to do well in a sustainable world.
4 Steps to Add Sustainable Investing Strategies to Your Portfolio
Your guide to uncovering what your sustainability goals look like and how to put them into practice.
What Investors Should Know About the $26 Billion Opioid Settlement
We review potential impact on valuation for the four companies involved.
8 Top Funds for Sustainable Investing
These medalists earn high ESG Commitment Level ratings.