Morningstar's Top Retirement Fund Picks for Minimalists
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| MORN U.S. | 8,162.58 |
8.16
|
−0.10%
| |
| MORN Sm Cap | 10,383.75 |
40.24
|
−0.39%
| |
| DJIA | 28,734.45 |
11.60
|
0.04%
| |
| S&P 500 | 3,273.40 |
2.84
|
−0.09%
| |
| NASDAQ | 9,275.16 |
5.48
|
0.06%
|
Updated
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| General Electric Co |
1.21
|
10.32%
|
| Advanced Micro Devices Inc |
3.02
|
−5.98%
|
| Ford Motor Co |
0.04
|
0.45%
|
| AT&T Inc |
1.53
|
−3.97%
|
| Apple Inc |
6.65
|
2.09%
|
| NIO Inc ADR |
0.06
|
1.43%
|
| Bank of America Corp |
0.23
|
−0.69%
|
| Microsoft Corp |
2.58
|
1.56%
|
| Pfizer Inc |
0.56
|
−1.47%
|
| L Brands Inc |
2.66
|
12.94%
|
News
- Health Care Flat On Earnings Concerns — Health Care Roundup | Dow Jones
- Tesla Posts Fourth-Quarter Profit on Record Deliveries | Dow Jones
- Stock Gains Slip Away in Final Hours | Dow Jones
- Facebook Reports 25% Revenue Growth in Latest Quarter | Dow Jones
- PayPal's Profit Falls, Revenue Rises | Dow Jones
- Microsoft Posts Record Sales as Cloud Business Continues to Grow | Dow Jones
- Boeing Posts Full-Year Loss Amid 737 MAX Setbacks—3rd Update | Dow Jones
- Illumina 4Q Earnings Beat Wall Street Targets | Dow Jones
- Anthem Falls on Weak Metric, Disappointing 2020 Guidance — Update | Dow Jones
- Mondelez 4Q Revenue Ahead of Wall Street Targets | Dow Jones
A Closer Look at the New Ratings Process for Index Funds
The new ratings framework should improve ratings efficacy by bringing more
structure and consistency to the ratings process and elevating the impact of fees.
The Best Fund Companies and Their Ratings
We recently updated our Parent rating, a crucial element in evaluating how well a fund will serve investors in the long run.
Fidelity Contrafund's Danoff: Succeeding at Scale
The longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.
You Can’t Bet Against Larry Culp and Win
We maintain our valuation for now as GE’s 2020 outlook is in line with our expectations for revenue, adjusted EPS, and industrial free cash flow.
Boeing Reports Difficult Fourth Quarter
The wide-moat firm continues to deal with the grounding of the 737 MAX, and we're slightly lowering our fair value estimate.
The Fed Continues to Hold Steady on Rates
We think a hold on rate movements is the base case for 2020.
Can We Bank on Banks?
Our latest research looks at how banks might be affected at this point in the economic cycle.
5 Stocks to Forget
These names have all suffered double-digit losses during the past year yet remain overvalued by our metrics.
More Stocks for the Next Decade
Given their ties with promising technologies, these companies stand to benefit in the 2020s.
What We Learned From Experts' Return Forecasts
What We Learned From Experts' Return Forecasts
2 New Dividend Opportunities for 2020
3 Foreign-Stock Funds for Rebalancing in 2020
How to Choose a Short-Term Bond Fund
Need a New Year's Rebalance? These 3 Bond Funds Can Help
Where to Go Active?
A Look Back at Mutual Funds in 2019
Aspen Well Positioned for Oil and Gas Rebound
Bucket Portfolios Get Boost From Market Performance in 2019
What We See Around the Bend for 3 Logistics Providers
How T. Rowe Price Rode Out 2019
Kraft Heinz Looking to Recapture Its Recipe for Success
How Are Energy and Utilities Companies Managing ESG Risk?
Your Financial To-Do List for January
3 Automakers Providing Dividends Despite Market Concerns
Vanguard's Evolution in 2019
9 Top Dividend Stock Picks
Need a New Year's Rebalance? These 3 Bond Funds Can Help
What Should Be on Investors' Radars in 2020
5 Key Takeaways for Investors From 2019
A Favorable Forecast for the Housing Market
Stay the Course Amid Enbridge's Volatility
Primecap: The Shades of Difference Among Its Funds
Where Advisors Can Add Value for Clients
Cash Flow Trends Mark Changing Investor Behavior
3 Popular--and Exceptional--Funds of 2019
The People of Pimco Continue to Impress
What the SECURE Act Means for Your Retirement
The Evolution of Foreign Stock Index Funds
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401(k)s Have Reached Their Expiration Date
The plans are as good as they can be under the current framework--and that's not good enough.
New Morningstar Ratings
Introducing the Enhanced Morningstar Analyst Rating for Funds
We share the changes and provide a helpful example.
Sustainable Fund Flows in 2019 Smash Previous Records
This could be the leading edge of a huge wave of assets into sustainable funds.