ESG Mutual Fund Portfolios for Retirement Savers
Anchored in actively managed funds, these portfolios were developed with serious ESG investors in mind.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 10,642.85 |
31.95
|
0.30%
|
| U.S. Mid Cap | Closed | 14,233.82 |
35.30
|
0.25%
|
| U.S. Small Cap | Closed | 13,775.31 |
59.75
|
0.44%
|
| DJIA | Closed | 34,200.67 |
164.68
|
0.48%
|
| S&P 500 | Closed | 4,185.47 |
15.05
|
0.36%
|
| NASDAQ | Closed | 14,052.34 |
13.58
|
0.10%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Clover Health Investments Corp Ordinary Shares - Class A |
1.47
|
20.00%
|
| Energy Company of Minas Gerais ADR |
0.05
|
2.25%
|
| Apple Inc |
0.34
|
−0.25%
|
| NIO Inc ADR |
0.43
|
1.21%
|
| Bank of America Corp |
0.41
|
1.06%
|
| Wells Fargo & Co |
1.60
|
3.79%
|
| Pfizer Inc |
0.97
|
2.58%
|
| Plug Power Inc |
1.15
|
4.41%
|
| General Electric Co |
0.16
|
−1.18%
|
| Advanced Micro Devices Inc |
0.86
|
−1.04%
|
News
- J&J, Morgan Stanley, Coinbase: Stocks That Defined the Week | Dow Jones
- Stocks End Week With Fresh Records | Dow Jones
- When Fed Chief Talks, So Do Listeners — and They Provide an Earful | Dow Jones
- Stocks End Week With Fresh Records | Dow Jones
- Morgan Stanley Books Archegos Loss, but Profit Hits New High — 3rd Update | Dow Jones
- Existing Home Sales Seen Down, New Home Sales Expected to Rise — Data Week Ahead | Dow Jones
- Stocks Look to Extend Winning Streak | Dow Jones
- March Hiring Surge Spanned the Country — Update | Dow Jones
- ABB Ltd. on Track for Record High Close — Data Talk | Dow Jones
- Pfizer Currently Up 7 Days, on Pace for Longest Winning Streak Since June 2019 — Data Talk | Dow Jones
Features
Sustainable Investing Strategies
Map: How Countries’ Stock Markets Stack Up on ESG Practices and Carbon Risk
The U.S. profile is impacted both by ESG leaders like Microsoft and Berkshire Hathaway and names like Facebook, Amazon.com, and Johnson & Johnson facing ESG risks.
Model Portfolios Strut Their Stuff
Learn how they differ from mutual funds.
Retail REITS Still a Buying Opportunity
We think the market misunderstands the ramifications of e-commerce.
How We Think About Manager Changes
Why manager changes are different at Vanguard and T. Rowe Price.
10 Solid Dividend-Paying Stocks on Sale
We think the payouts on these names are sustainable.
This Week: Johnson & Johnson, Procter & Gamble, and AT&T to Report Earnings
Big names across several sectors are on our earnings list in the week ahead.
How and When to Take Your RMD
There is no one best time to take the required minimum distribution.
Value Funds Post Best Quarter vs. Growth in 20 Years
The long-term return gap between the two remains wide.
Coinbase Makes Waves With a Direct Public Offering
The move may lend legitimacy to cryptocurrency, but volatility and competition are risks.
Financial Literacy Month
100 Must-Know Statistics About Long-Term Care: Pandemic Edition
Who receives care, who provides it, the economic cost, and the devastating effects of COVID-19.
Retirement Healthcare Costs: Strategies for Meeting the Challenge
Healthcare spending poses risks to your retirement plan. Contributor Mark Miller shares strategies for controlling costs and building resources.
Samantha Lamas
Are Credit Card Companies Using Your Biases Against You?
John Rekenthaler
How the Robinhood Era Is Changing Stock-Market Investing
Karen Wallace
How to Use the Morningstar Quantitative Rating Analysis
Susan Dziubinski
10 Stocks to Own
Christine Benz
A Financial To-Do List for April
Russel Kinnel
4 Topnotch ESG Funds
Amy C. Arnott
Why You Should Still Care About Inflation
2 Wide-Moat Stocks to Buy on a Dip
Amazon.com and ServiceNow are looking increasingly attractive.
10 Solid Dividend-Paying Stocks on Sale
We think the payouts on these names are sustainable.
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.
Are Credit Card Companies Using Your Biases Against You?
How to make smart financial decisions, when offers are designed to know you better than you know yourself.
Why You Should Still Care About Inflation
Inflation hasn't been much of an issue lately, but it's still a long-term threat.
A Financial To-Do List for April
This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.
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.
In Long History of Market Crashes, Coronavirus Crash Was the Shortest
The year may have been unprecedented, but the best course for navigating a market dip stayed the same.
What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
These Sectors Performed Best and Worst in the Pandemic
We look at the industries for those most affected by social-distancing and stay-at-home orders.
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
Special Report: Investing in Strange Times
We reflect on lessons learned--and reaffirmed--over the past year of investing amid market uncertainty.
Value Funds Post Best Quarter vs. Growth in 20 Years
The long-term return gap between the two remains wide.
Manager Question of the Month: How Active Fund Managers Cope with Index Concentration
Managers from T. Rowe Price, Wellington, American Century, and others discuss the tradeoffs.
These 2 Bond Funds Gain Gold Status in March
Morningstar Analysts rated 1,476 share classes and vehicles and 350 unique strategies during the month.
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.
For a Tax Season Unlike Any Other, Check These Items Before Your Clients File
The American Rescue Plan includes some significant changes that can affect 2020 tax returns and planning for future years.
How Advisors Can Educate Themselves on the African-American Experience
A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.
How Advisors Can Make Better Use of Their Time
Dedicate office hours, a time for "brain-picking."
Advisors Should Be Talking About Student Loan Debt
Just because someone is wealthy enough to need an advisor does not mean that student loans aren't an issue.
How Equity Compensation Fits Into Your Clients' Financial Plans
Company stock can be a significant wealth-building opportunity, but uncertainty still surrounds its role in a portfolio.
Is it the Right Time for Annuities?
Why investors should consider guaranteed income as part of their retirement strategy.
The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.
How Much Should You Worry About Inflation in Retirement?
Calculating a customized inflation rate is better than using a blunt measure like CPI.
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.
Not All Sustainable Funds Are Equally Sustainable
Morningstar’s ESG metrics reveal the standout funds in the space.
Why ESG Investing is About More Than Feeling Good
Values-based investing is ultimately up to the investor.
Is Your Portfolio Fighting or Fueling Deforestation?
It’s more than just the companies running the bulldozers, and some big investors are taking action.
ESG Doesn’t Thrive in Every Market Environment
Despite a subpar first quarter, the long-term case for ESG remains strong.
Climate Change Creates Immediate Opportunity in Salt
Compass Minerals will benefit from higher prices and lower costs.