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.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,293.60 |
10.16
|
−0.09%
|
| U.S. Mid Cap | Closed | 14,881.04 |
8.62
|
0.06%
|
| U.S. Small Cap | Closed | 13,568.86 |
20.35
|
−0.15%
|
| U.S. Sustainability | Closed | 3,038.14 |
1.32
|
−0.04%
|
| Women's Empowerment | Closed | 1,668.10 |
2.91
|
−0.17%
|
| Societal Development | 1,393.52 |
0.33
|
0.02%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Offerpad Solutions Inc Class A |
7.39
|
58.74%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
1.55
|
5.72%
|
| Ford Motor Co |
0.18
|
1.36%
|
| Apple Inc |
0.24
|
−0.16%
|
| IronNet Inc |
9.27
|
28.85%
|
| AMC Entertainment Holdings Inc Class A |
0.80
|
−1.71%
|
| Lucid Group Inc Shs |
1.26
|
6.33%
|
| Bank of America Corp |
0.31
|
0.77%
|
| TMC The Metals Co Inc |
2.39
|
23.90%
|
| Vale SA ADR |
0.90
|
−5.11%
|
News
- EMEA Morning Briefing: Stocks to Open Higher as Investors Weigh Economic Growth | Dow Jones
- EMEA Morning Briefing: Stocks to Open Higher as -2- | Dow Jones
- Indian Morning Briefing: Asian Markets Mostly Lower | Dow Jones
- ADRs End Lower, European Airlines Actively Trading | Dow Jones
- S&P/TSX Composite Index Ends 0.44% Lower at 20602.10 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 1.59% Higher at 79738.13 — Data Talk | Dow Jones
- BOVESPA Index Ends 1.10% Lower at 113794.28 — Data Talk | Dow Jones
- Barrick Gold On Pace for Lowest Close Since March 2020 — Data Talk | Dow Jones
- FTSE 100 Index Ends 0.16% Higher at 7027.48 — Data Talk | Dow Jones
- DAX Ends 0.23% Higher at 15651.75 — Data Talk | Dow Jones
Features
Sustainable Investing Works
It's about managing risk, not "goodness."
As New Critiques of Sustainable Investing Emerge, Don’t Dump Your ESG Fund
Sustainalytics analyst says critiques fail to understand what ESG has already accomplished.
15 Top Funds Leading the Way on ESG
These Morningstar Medalists will make you feel good while investing.
What Does Sustainable Investing Mean to You?
This short quiz will help you understand your stance on sustainable investing.
Why Funds Die
A closer look at the traits associated with funds that have shut down in recent years.
7 Undervalued Innovative Stocks
These names from the Morningstar Exponential Technologies Index are trading at 4-star levels.
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.
What's Next for Vanguard?
Here’s how the behemoth plans to continue to innovate.
COVID-19 Vaccine Efficacy Solid Even as Delta Extends Pandemic
Hopes for eradication fade, further highlighting the benefits of vaccination and boosters.
Can These Bond ETFs Deliver?
Strategic-beta corporate-bond ETFs may outperform, but investors should proceed with caution.
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.
Building a Business on a Passion for Value Investing
'We have a lot of conviction in what we do,' says Ryan Batchelor of Clifford Capital Partners.
9 Undervalued Chinese Stocks That Have Been Oversold
For those willing to take on extra risk, the Chinese equity market’s recent correction provides investors with undervalued opportunities.
Christine Benz
Retirement Planning When You Have Enough
Susan Dziubinski
13 Undervalued Wide-Moat Companies With Exceptional Leadership
John Rekenthaler
The U.S. Needs Only One 401(k) Plan
Amy C. Arnott
Do You Need an Annuity for Retirement Income?
Ben Johnson
The Incredible Shrinking Fee
Russel Kinnel
3 Great Funds Having a Lousy Year
Karen Wallace
5 Questions About Student Loan Forgiveness
COVID-19 Vaccine Efficacy Solid Even as Delta Extends Pandemic
Hopes for eradication fade, further highlighting the benefits of vaccination and boosters.
7 Undervalued Innovative Stocks
These names from the Morningstar Exponential Technologies Index are trading at 4-star levels.
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.
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.
Sequence of Returns: What It Means and How to Deal
The order of when things happen can be your friend or your foe.
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.
3 Funds That Hit for Power
What looking at a fund's "slugging percentage" can tell you.
Why Funds Die
A closer look at the traits associated with funds that have shut down in recent years.
What's Next for Vanguard?
Here’s how the behemoth plans to continue to innovate.
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.
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.
There's No Magic Number for Self-Funding Long-Term Care
A single asset threshold seems appealing, but it may provide a false sense of security.
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
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.
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.
Solar Stocks Are Too Hot
They may have a sunny outlook, but they trade above what we think they're worth.
Are Water Funds Too Watered Down?
Climate change has underscored the need for clean drinking water. Does that make investing in water funds a compelling option?