The Best Index Funds
These mutual funds and ETFs earn Morningstar’s top rating in 2023.
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Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,267.39 |
128.20
|
1.26%
|
| US Mid Cap | Closed | 14,024.61 |
133.56
|
0.96%
|
| US Small Cap | Closed | 12,511.01 |
117.03
|
0.94%
|
| US Sustainability | Closed | 2,783.72 |
31.98
|
1.16%
|
| Women's Empowerment | Closed | 1,547.78 |
15.62
|
1.02%
|
| Societal Development | 1,271.72 |
3.71
|
0.29%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 12,853.83 |
87.63
|
0.69%
|
| US Sensitive | Closed | 17,401.58 |
365.77
|
2.15%
|
| US Defensive | Closed | 14,661.29 |
43.51
|
0.30%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,267.39 |
128.20
|
1.26%
|
| US Large Cap | Closed | 8,994.44 |
122.51
|
1.38%
|
| US Mid Cap | Closed | 14,024.61 |
133.56
|
0.96%
|
| US Small Cap | Closed | 12,511.01 |
117.03
|
0.94%
|
| DJIA | Closed | 34,156.69 |
265.67
|
0.78%
|
| S&P 500 | Closed | 4,164.00 |
52.92
|
1.29%
|
| Nasdaq | Closed | 12,113.79 |
226.34
|
1.90%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 27,543.39 |
142.08
|
−0.51%
|
| Hang Seng | 21,353.14 |
54.44
|
0.26%
| |
| Shanghai Comp | 3,248.12 |
0.03
|
0.00%
| |
| FTSE 100 | Closed | 7,864.71 |
28.00
|
0.36%
|
| DAX | Closed | 15,320.88 |
25.03
|
−0.16%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | 1,875.30 |
3.60
|
0.19%
| |
| Silver | 22.28 |
0.16
|
0.71%
| |
| Platinum | Closed | 1,017.00 |
0.00
|
0.00%
|
| Light Crude | 77.42 |
0.28
|
0.36%
| |
| Natural Gas | 2.56 |
0.02
|
−0.81%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Tesla |
2.05
|
1.05%
|
| Amazon.com |
0.07
|
−0.07%
|
| Apple |
2.92
|
1.92%
|
| Ford Motor Company |
0.31
|
2.36%
|
| Carnival Corp |
0.32
|
2.70%
|
| NVIDIA Corp |
10.84
|
5.14%
|
| Advanced Micro Devices |
2.23
|
2.66%
|
| Uber Technologies |
1.00
|
2.95%
|
| C3ai |
3.02
|
−10.96%
|
| Snap |
0.14
|
1.16%
|
News
- SoftBank Group Shares Fall Sharply After Third-Quarter Net Loss | Dow Jones
- Nintendo Shares Slump After Guidance Cut on Weaker Switch Sales | Dow Jones
- Suncorp Shares Climb as Insurance Price Rises Boost Earnings | Dow Jones
- ADR Shares End Higher, Baidu, Criteo Trade Actively | Dow Jones
- ADRs End Mostly Higher, Baidu and BP Trade Actively | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends 1.32% Lower at 53335.51 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends 0.47% Higher at 20725.00 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 1.31% Higher at 246804.16 — Data Talk | Dow Jones
- BOVESPA Index Ends 0.82% Lower at 107829.73 — Data Talk | Dow Jones
- Financials Up After KKR, Carlyle, BNP Earnings — Financials Roundup | Dow Jones
Features
How Much Portfolio Insurance Do You Need?
Protecting against risk that cannot be quantified.
Utilities Suddenly a Growth Sector?
Electric cars and clean energy give firms great growth potential, with plenty of room to run.
3 Dividend Stocks for February 2023
A look at three dividend payers with wide or narrow Morningstar Economic Moat Ratings.
Can the Stock Market Rally Continue?
Plus six stocks for a growth/value barbell strategy and three cheap sectors.
‘Money With Katie’ on Financial Advice, Taxes, and Investing
Popular personal finance blogger discusses target-date funds, budgets, real estate investments, and more.
How Much Will My Social Security Benefit Be?
We explain the requirements, taxes, and rules for this federal program.
Earnings
Apple Posts a Rare Miss on Earnings and Revenue
Widespread sales declines to close out 2022 foreshadow a challenging 2023.
Amazon Q4 Sales Up, Earnings Drop on Lower Customer Spending
CEO Jassy: ‘Long-term trends still there, despite belt-tightening.’
How Secure Act 2.0 Changes RMD Rules
Also, three travel stocks to buy right now, and what we think about Microsoft’s long-term growth.
Making the Most of Your Investments in Retirement
A long-term, cash-flow-driven approach to your retirement portfolio is key to success.
3 Notable Changes in Secure Act 2.0 for Advisors
Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention.
New Rules for IRA Distributions
Ed Slott on what retirees need to know about required minimum distributions and qualified charitable distributions following the passage of Secure 2.0.
Your 2023 Tax Fact Sheet and Calendar
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Sustainability
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What to Expect From Stocks in 2023
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10 Stocks for a Recession
Russel Kinnel
20 Funds for Investors to Consider in 2023
Christine Benz
How to Build a Portfolio You Don’t Have to Babysit
Sarah Newcomb
What to Do If You Lose Your Job
Amy C. Arnott
What Your Net Worth Statement Is Telling You
Morningstar Stock Analyst Reports
See what Morningstar experts are saying about these key stocks. Limited time only.
Exchange
|
Name
|
Rating
|
|---|---|---|
| MRNA | Moderna Inc | |
| PFE | Pfizer Inc | |
| DIS | The Walt Disney Co | |
| WMT | Walmart Inc |
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
17 Top Stocks and ETFs Based on 2023 Expert Forecasts
Well-respected investment firms expect non-U.S. stocks to outperform. Here are Morningstar’s best international-stock and ETF picks today.
3 Top Growth Stocks to Buy and Hold in 2023
The long-term outlooks for these companies solid—and their stocks are cheap.
10 Undervalued Dividend Stocks for 2023
These dividend stocks have attractive yields and are cheap, to boot.
11 Undervalued Defensive Stocks for 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
Can the 60/40 Portfolio Bounce Back in 2023?
Performance probably can’t get much worse than it was in 2022.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas before filing your taxes.
The Best Funds for Rebalancing in 2023
These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
The Best Companies to Own: 2023 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2023 Edition
These companies from various corners of the globe are well positioned for the future.
Best Innovative Companies to Own: 2023 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial-Services Companies to Own: 2023 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2023 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
The Best Dividend Funds
These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023.
The Best Index Funds
These mutual funds and ETFs earn Morningstar’s top rating in 2023.
4 Value Funds Enduring the Bear Market
Dividend-focused large-value funds were a bright spot in a challenging 2022.
Investing in REITs vs. Direct Real Estate
We navigate the pros and cons of real estate investment options.
3 Great Global Funds
What kind of fund is a mainstay in the rest of the world, but not the United States? Global funds.
Practice Made Perfect: How Advisors Can Solve the Capacity Problem
Here’s how to grow your practice without sacrificing excellent service to clients.
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
A look at how Notice 2022-53 has affected the tax code.
Why Advisors Should Bother With Tax Alpha
A simple way to boost investment performance without adding risk.
10 Questions With RBC Portfolio Manager Philippe Langham
Where he sees opportunities and risks today.
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
New Rules for IRA Distributions
Ed Slott on what retirees need to know about required minimum distributions and qualified charitable distributions following the passage of Secure 2.0.
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas before filing your taxes.
Can I Take a Loan From My 401(k)?
Before you take a loan from your retirement savings plan, consider an emergency fund.
How Much Should I Have in My 401(k)?
If you’re enrolled in a 401(k) plan, here is what you need to know about this retirement savings vehicle.
10 Cheap Stocks With Wide Moats and Low ESG Risk
For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.
5 Tips for Managing Your Portfolio and Sustainability in 2023
Recommit to diversification with ESG funds and start thinking about your retirement plan.
ESG Investing Keeps Pace With Conventional Investing in 2022
A look at Morningstar’s sustainability indexes and which funds outperformed.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
What to Make of Reports that Assets Invested Sustainably Are Down
Cutting through the noise around a new report from US SIF.