Investors Are Shunning Vanguard’s Best Funds
The company’s actively managed funds are shedding assets.
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Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,390.45 |
149.10
|
−1.41%
|
| US Mid Cap | Closed | 13,719.19 |
218.42
|
−1.57%
|
| US Small Cap | Closed | 12,123.42 |
250.16
|
−2.02%
|
| US Sustainability | Closed | 2,786.45 |
37.06
|
−1.31%
|
| Women's Empowerment | Closed | 1,544.52 |
18.65
|
−1.19%
|
| Societal Development | Closed | 1,232.29 |
14.17
|
−1.14%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 12,992.17 |
258.55
|
−1.95%
|
| US Sensitive | Closed | 17,474.46 |
302.69
|
−1.70%
|
| US Defensive | Closed | 15,077.79 |
17.64
|
−0.12%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,390.45 |
149.10
|
−1.41%
|
| US Large Cap | Closed | 9,225.70 |
123.29
|
−1.32%
|
| US Mid Cap | Closed | 13,719.19 |
218.42
|
−1.57%
|
| US Small Cap | Closed | 12,123.42 |
250.16
|
−2.02%
|
| DJIA | Closed | 33,706.74 |
292.30
|
−0.86%
|
| S&P 500 | Closed | 4,228.48 |
55.26
|
−1.29%
|
| Nasdaq | Closed | 12,705.22 |
260.13
|
−2.01%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 28,930.33 |
11.81
|
−0.04%
|
| Hang Seng | Closed | 19,773.03 |
9.12
|
0.05%
|
| Shanghai Comp | Closed | 3,258.08 |
19.47
|
−0.59%
|
| FTSE 100 | Closed | 7,550.37 |
8.52
|
0.11%
|
| DAX | Closed | 13,544.52 |
152.89
|
−1.12%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | Closed | 1,745.90 |
6.90
|
−0.39%
|
| Silver | Closed | 18.97 |
0.38
|
−1.95%
|
| Platinum | Closed | 883.80 |
0.40
|
−0.05%
|
| Light Crude | Closed | 89.62 |
0.06
|
−0.07%
|
| Natural Gas | Closed | 9.28 |
0.15
|
1.61%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Occidental Petroleum Corp |
6.41
|
9.88%
|
| Apple |
2.63
|
−1.51%
|
| Advanced Micro Devices |
4.49
|
−4.47%
|
| AMC Entertainment Holdings |
1.27
|
−6.58%
|
| Carnival Corp |
0.58
|
−5.55%
|
| Ford Motor Company |
0.27
|
−1.67%
|
| Amazon.com |
4.07
|
−2.86%
|
| SoFi Technologies |
0.35
|
−5.24%
|
| Snap |
1.00
|
−7.96%
|
| NVIDIA Corp |
9.24
|
−4.92%
|
News
- BOVESPA Index Ends the Week 1.12% Lower at 111496.21 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends the Week 0.34% Lower at 20111.38 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 0.80% Lower at 48463.26 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 3.99% Higher at 131009.08 — Data Talk | Dow Jones
- ADRs End Lower; Credit Suisse, ICICI Bank Trade Actively | Dow Jones
- S&P 500 Falls 1.21% This Week to 4228.48 — Data Talk | Dow Jones
- DJIA Falls 0.16% This Week to 33706.74 — Data Talk | Dow Jones
- NASDAQ Composite Falls 2.62% This Week to 12705.22 — Data Talk | Dow Jones
- Trending: GM Reinstating Dividend, Adds to Share Buyback Plan | Dow Jones
- GDP Revision and Personal Income on Tap — Data Week Ahead | Dow Jones
Features
Big-Box Retailing Stocks See Strength in Consumer Spending
How Walmart and Home Depot beat estimates.
3 Stocks That Will Benefit From the Inflation Reduction Act
These climate-related companies are well positioned to profit.
The Companies That Stand to Win and Lose From the Inflation Reduction Act
First Solar, SunPower poised to benefit. Pharmaceutical companies not expected to see major changes to fair value estimates.
The Best Investments for Taxable Accounts
With some care, investors can build a tax-efficient portfolio that’s diversified, too.
6 Undervalued Stocks That Crushed Earnings
Citigroup, Stellantis, and GSK are among those left undervalued even after earnings rallies on solid results.
Investment Picks
Amazon Stock Is One of Our Top Picks
The shares of the e-commerce and cloud services leader are undervalued, Morningstar’s analyst says.
7 Undervalued Quality Growth Stocks
Growth stocks including MercadoLibre and Salesforce are available at a steep discount and look poised for long-term outperformance.
What to Watch
3 Down-Market Strategies for Retirees
Here's how to take control of your retirement portfolio during a bear market.
3 Short-Term Bond Funds to Calm Interest-Rate Jitters
These funds will limit your risk—and your returns.
3 Tax Strategies for a Bear Market
Want to lower the taxes due on your portfolio? Here's how.
Advisors: Here’s How to Communicate With Your Future Gen-Z Clients
Personal interest and effort fuel engagement with the next generation of clients.
Sustainability Books: Your Summer Reading List
A clutch of book recommendations from sustainable-investing experts.
How Portfolio Rebalancing Has Helped Investors in 2022
It's not a panacea but has helped limit some losses.
Company Spotlight
Home Depot Marks Peak Sales in Q2, but Pent-Up Demand Shows Signs of Stabilization
Results beat expectations, but shares now trade at a roughly 25% premium to fair value estimate.
Positive Signs at Walmart as Trends Improve Late in Q2
Fair value estimate of $138 should not change significantly following results.
- Cisco’s Strong Q4 Beats Consensus, but Meets Our Expectations
- Coinbase Q2 Earnings Show Ongoing Pressure as Low Crypto Prices Drive Lower Trading Volume
- PayPal Q2 Earnings Show Headwinds, but Results Hold Up Well
- We’re Downgrading Intel’s Moat to Narrow
- Disney Shows Impressive Growth at Parks and Disney+
John Rekenthaler
5 Signs of Speculation
Russel Kinnel
Grading the Inflation Hedges
Susan Dziubinski
How to Invest Like Warren Buffett
Christine Benz
How to Build a Portfolio You Don't Have to Babysit
David Sekera
Where to Invest Your Money in Q3 2022
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3 Financial Biases That Hurt Investors
Big-Box Retailing Stocks See Strength in Consumer Spending
How Walmart and Home Depot beat estimates.
Why Is Lithium Americas Stock So Cheap?
The lithium opportunity may still be underappreciated by investors.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
How to Build a Recession-Proof Portfolio
These types of stocks and bonds tend to hold up well during a recession.
There's More to Investing Than Just Risk and Return
In praise of what can't be measured.
What You Need to Know About Estate Planning
The basic parts of a good estate plan and how to draw up one.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your friend.
The Pursuit of Equity Income
Dividend veterans bring their expertise to the Morningstar Investment Conference.
3 Stock Funds That Are Up in a Down Year
Energy and utility stocks helped lift the performance of these funds.
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
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.
The Hidden Costs of IRA Rollovers
Higher fees can significantly eat into returns when investors move out of their workplace plans.
Should You Take Your Required Minimum Distributions 'In Kind'?
It won't change this year's tax bill, but it can help prevent investment slippage and lower taxes on future gains.
How to Ensure a Bear Market Doesn't Blow Up Your Retirement
Here's what to do, no matter your life stage.
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.
Sustainability or ESG?
The widespread use of ‘ESG’ obscures its broader purpose.
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices means Tesla’s board has some key decisions to make.
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
Electric Vehicles Are Winners in the Inflation Reduction Act
New law puts charge in EV market.
Baby Formula Shortage Tests Outlook for Manufacturers
Product safety issues threaten competitive advantages. Watch out for Reckitt’s restructuring plans.