Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 10,574.74 |
136.40
|
−1.27%
|
| U.S. Mid Cap | Closed | 14,128.66 |
202.39
|
−1.41%
|
| U.S. Small Cap | Closed | 13,433.97 |
267.84
|
−1.95%
|
| DJIA | Closed | 33,290.08 |
533.37
|
−1.58%
|
| S&P 500 | Closed | 4,166.45 |
55.41
|
−1.31%
|
| NASDAQ | Closed | 14,030.38 |
130.97
|
−0.92%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| AMC Entertainment Holdings Inc |
1.47
|
−2.42%
|
| ContextLogic Inc |
0.17
|
1.51%
|
| Apple Inc |
1.33
|
−1.01%
|
| Clean Energy Fuels Corp |
0.66
|
5.94%
|
| Bank of America Corp |
1.02
|
−2.56%
|
| NIO Inc |
0.45
|
−0.95%
|
| General Electric Co |
0.22
|
−1.69%
|
| Ford Motor Co |
0.25
|
−1.69%
|
| Palantir Technologies Inc |
0.08
|
−0.31%
|
| AT&T Inc |
0.09
|
−0.31%
|
News
- ADRs End Lower; AiHuiShou, AnPac Bio-Medical Among Companies Actively Trading | Dow Jones
- S&P/TSX Composite Index Ends the Week 0.69% Lower at 19999.59 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 1.45% Lower at 65136.00 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 1.89% Lower at 50319.57 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 0.80% Lower at 128405.35 — Data Talk | Dow Jones
- Personal Income Seen Down 2.7% in May — Data Week Ahead | Dow Jones
- Capstone Green Energy Shares Drop 22% After Upsized Public Offering | Dow Jones
- KemPharm Shares Drop 12% After Warrant Exchange | Dow Jones
- CAC-40 Index Ends the Week 0.48% Lower at 6569.16 — Data Talk | Dow Jones
- STOXX Europe 50 Index Ends the Week 0.46% Lower at 3525.15 — Data Talk | Dow Jones
Features
2 Upgraded Stocks
This month we upgraded the Morningstar Economic Moat Ratings of two companies to wide--and downgraded the rating of another.
WEEKEND UPDATE
Weekly Wrap: Vanguard's New Dividend Indexes, Stocks to Avoid, and More
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Juneteenth
What's Unique to Black Investors? A YouTube Roundtable
Morningstar hosted the discussion 'Closing the Gap: Building Black Dollars' on YouTube.
100 Must-Know Statistics About Race, Income, and Wealth
Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.
Investing for Social Justice From the Bottom Up
Advisor Rachel Robasciotti listens to groups on the ground to make an impact.
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 to Add Impact Investing to Client Portfolios Through CDFI Loans
These loans can steer money to communities and causes that clients care about.
What Steps Can People of Color Take to Close the Racial Wealth Gap?
Here are tips from one financial planner on how to make progress.
What Biden's Proposal Means for REIT Investors
We think the proposed elimination of the 1031 exchange will have limited impact on U.S. REITs.
Supreme Court Ruling to Uphold ACA
This decision adds certainty to related health insurance programs.
Morningstar Awards for Investing Excellence
Christine Benz
The Time Is Right for Aftertax 401(k) Contributions
Karen Wallace
What To Look For in Benefits From a New Job
John Rekenthaler
3 Solutions for Index-Fund Voting
Phuong Luong
The Myth of the 'Asian American' Client
Amy C. Arnott
Does Factor Profile Diversification Still Work?
Susan Dziubinski
The Investor's Guide to Charitable Giving in 2021
2 Upgraded Stocks
This month we upgraded the Morningstar Economic Moat Ratings of two companies to wide--and downgraded the rating of another.
12 Stocks to Avoid
These stocks are all extremely overvalued by our standards--and carry a good deal of uncertainty, too.
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.
Get Financial Advice First, Investment Advice Later
Investors with more human than financial capital should seek advice on their entire financial life and not just investments.
Why You Should Stop Taking Investment Advice From Social Media
A boom in young and overconfident investors has led to the rise of investment influencers on social-media platforms, but following their advice blindly is not a solid strategy.
Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
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.
Waiving Vaccine IP Doesn't Affect Market Assessment
Following the news the Biden administration supports a proposed waiver on intellectual property protection for COVID-19 vaccines, we are not changing our FVEs to COVID-19 vaccine firms.
Are Vaccinemakers Attractive Today?
Here are a few drugmakers we like that are undervalued.
First-Quarter Market Insights in 8 Charts
Our market commentary covers the lasting impact of the Trump Administration’s trade policies, the rise of SPACs, and more.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.
Fund Flows Suggest Inflation, Interest Rates on Investors’ Minds
Value-equity, TIPS, and bank-loan funds garner interest during May.
Some High-Yield Managers Are Making Bolder Bets
The lowest-rated bonds appear to be trading in more dangerous territory lately.
4 Funds Where Key-Person Risk Looms Large
The departure of these individuals would be cause for concern.
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.
Is Your Succession Plan Future-Focused?
Here are some best practices for developing the next generation of leadership for your firm.
Understanding Regulation on Cryptocurrency
Contrary to popular belief, there is more substantial regulatory clarity for cryptoassets than many advisors think.
Helping Clients With an ESG Investing Policy Statement
How can you help them define "enough"?
5 Financial Mistakes Business Owners Made During the Pandemic
Lessons from 2020's school of hard knocks.
8 Key Steps to Provide Better Advice to Latino Clients
Opening your firm to a more diverse client base starts with education.
The Best Accounts for Heavy Savers
An HSA's tax benefits are hard to beat, but there are other options as well.
The Time Is Right for Aftertax 401(k) Contributions
The prospect of higher taxes and the uptake of in-plan conversions make this maneuver a no-brainer for heavy savers who have access to it.
Retirees: How Inflation-Tough Is Your Portfolio and Plan?
Here's how to check.
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.
What Are Green Bonds?
How to consider whether they might be a good fit for your portfolio.
ESG Model Portfolios Don't Have to Cost More Green
Going all-in on ESG investments doesn’t mean you have to pay high fees.
The Battle at Exxon Was About More Than Board Seats
It brings shareholder-driven climate governance to the forefront.
How to Balance ESG and Market Representation
Pure ESG investments require trade-offs.
Helping Clients With an ESG Investing Policy Statement
How can you help them define "enough"?