Dead Again? Value Managers Say Their Style Is Far From Over
Fidelity's Ramona Persaud, T. Rowe Price's David Wallack, and Diamond Hill's Chuck Bath discuss the state of their investing style at the Morningstar Investment Conference.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 8,205.33 |
94.53
|
−1.14%
|
| U.S. Small Cap | Closed | 9,102.35 |
248.71
|
−2.66%
|
| U.S. Mid Cap | Closed | 10,439.16 |
172.88
|
−1.63%
|
| DJIA | Closed | 27,147.70 |
509.72
|
−1.84%
|
| S&P 500 | Closed | 3,281.06 |
38.41
|
−1.16%
|
| NASDAQ | Closed | 10,778.80 |
14.48
|
−0.13%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Apple Inc |
3.24
|
3.03%
|
| General Electric Co |
0.53
|
−7.70%
|
| Tesla Inc |
7.24
|
1.64%
|
| Nikola Corp |
6.61
|
−19.33%
|
| NIO Inc ADR |
0.60
|
−3.09%
|
| Bank of America Corp |
0.74
|
−2.94%
|
| Ford Motor Co |
0.36
|
−4.98%
|
| Advanced Micro Devices Inc |
3.01
|
4.02%
|
| American Airlines Group Inc |
0.98
|
−7.43%
|
| Wells Fargo & Co |
1.09
|
−4.34%
|
News
- Alibaba-Backed ZTO Express Set to Raise Nearly $1.3 Billion From Secondary Listing | Dow Jones
- Huazhu Group Shares Rise in Hong Kong Debut | Dow Jones
- House Democrats Introduce Spending Bill to Fund Government Through Dec. 11 — 4th Update | Dow Jones
- Two N.Y. Men Accused of Trading on Inside Information From S&P Dow Jones Indices — Update | Dow Jones
- Stocks Close Sharply Lower; Dow Drops More Than 500 Points | Dow Jones
- Powell Says Swift Government Action Averted Deeper Economic Downturn — Update | Dow Jones
- Consumer Cos Down As Investors Retreat From Economic Recovery Bets — Consumer Roundup | Dow Jones
- CBO Downgrades Long-Term Projections of Economic Growth — 3rd Update | Dow Jones
- Industrials Down As Investors Retreat From Recovery Bets — Industrials Roundup | Dow Jones
- Stocks Close Sharply Lower; Dow Drops More Than 500 Points | Dow Jones
Features
Concentration Works Both Ways
Our colleague in Canada analyzes the U.S. and Canadian recoveries and discovers something interesting.
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.
Supreme Court Shakeup Adds Complexity for Health Care
Prior to Ginsburg's death, the court looked likely to uphold the Affordable Care Act, but without her vote, the path to upholding the law has become more complicated.
More Risk, More Reward for U.S. Equity Funds
U.S. stock funds leading the rebound share a common trait: Morningstar Risk ratings of High.
GM Needs to Stay Together
We see more reasons to oppose a battery electric vehicle spin-off than to support one.
Retirees: If You Love Income, You Should Love Cash Flow Even More
You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?
In the Absence of Inflation, Some Real Assets Are Down but Certainly Not Out
Real assets are often thought of as an inflation hedge, but their diversification benefits are a plus, too.
Our Picks
9 Stocks to Avoid in a Struggling Economy
Walk away from these richly trading no-moat names with negative moat trends.
Our Ultimate Stock Pickers' Top 10 Dividend-Yielding Stocks
Many of the highest-yielding names are undervalued today.
19 Good Companies With Bad Stewardship
These firms all have wide and narrow economic moats but earn poor stewardship ratings.
John Rekenthaler
The Fund-Flows Indicator Is Behaving Strangely
Christine Benz
Retirement Planning When You Have Enough
Susan Dziubinski
4 High-Quality Bargains in an Uncertain Market
Russel Kinnel
The Thrilling 36
Karen Wallace
4 Easy Steps to Finding a Suitable ESG Fund
Unique, but Normal: Riding Out This Market Crisis
The markets follow patterns. We discuss ways to find your way to the upside of the current environment.
Investing in Travel in Uncertain Times
Demand has been hindered but not permanently impaired by COVID-19.
Timeline Accelerates for COVID-19 Drug Development
Three new vaccines for coronavirus look poised for emergency use authorization in the U.S. this fall.
What Prior Market Crashes Can Teach Us About Navigating the Recent One
The regularity of market crashes is a reminder that patience is key to investing in equity markets.
The Pandemic, Social Security, and Medicare
Contributor Mark Miller discusses what the COVID-19 crisis might mean for these important retirement programs.
Resist Urge to Shift Your Portfolio Around the Election
The bumps and bruises of election time may tempt you to shift your portfolio strategy.
How Stories Drive Financial Behavior--and What to Do About It
Reaching financial prosperity can start by becoming the hero of your own financial narrative.
Getting Better Results Abroad
A more disciplined investment approach can help investors avoid bad outcomes.
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.
Concentration Works Both Ways
Ian Tam analyzes the U.S. and Canadian recoveries and discovers something interesting.
GM Needs to Stay Together
We see more reasons to oppose a battery electric vehicle spin-off than to support one.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
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.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
More Risk, More Reward for U.S. Equity Funds
U.S. stock funds leading the rebound share a common trait: Morningstar Risk ratings of High.
In the Absence of Inflation, Some Real Assets Are Down but Certainly Not Out
Real assets are often thought of as an inflation hedge, but their diversification benefits are a plus, too.
How One BlackRock Portfolio Tweak Unleashed a Flood of ESG Demand
This year’s top asset-gathering sustainable ETF plays a supporting role in the firm’s models.
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.
What Can Retirees Expect From Bonds?
With yields so low, do you stay or do you go?
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
100 Must-Know Statistics About 401(k) Plans
The costs of participating in company retirement plans have come way down, but investors in small plans pay far more than large-plan investors.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
Sustainable Investing and the Election
Part I of our series on the election and ordinary investors.
SEC Proxy Voting Rule Changes Could Weaken Minority Shareholder Influence
The proxy process sounded an alarm on working conditions in the meatpacking industry.
Can Interest in ESG Investing Hold Up During a Pandemic?
Morningstar's latest behavioral research shows that interest in sustainable investing persists despite the coronavirus.
4 Easy Steps to Finding a Suitable ESG Fund
Morningstar's ESG Screener makes it easy to find the right ESG fund.
ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.