Your 2022 Midyear Portfolio Checkup
How to review your investments against the backdrop of high inflation, rising interest rates, and a possible recession.
morningstar.com
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Last
|
CHG
|
% CHG
| ||
|---|---|---|---|---|
| U.S. Market | Closed | 9,426.40 |
18.89
|
0.20%
|
| U.S. Mid Cap | Closed | 12,375.88 |
22.78
|
−0.18%
|
| U.S. Small Cap | Closed | 10,842.64 |
76.92
|
−0.70%
|
| U.S. Sustainability | Closed | 2,543.42 |
9.20
|
0.36%
|
| Women's Empowerment | Closed | 1,425.57 |
3.55
|
0.25%
|
| Societal Development | Closed | 1,164.64 |
1.58
|
0.14%
|
Last
|
CHG
|
% CHG
| ||
|---|---|---|---|---|
| U.S. Market | Closed | 9,426.40 |
18.89
|
0.20%
|
| U.S. Mid Cap | Closed | 12,375.88 |
22.78
|
−0.18%
|
| U.S. Small Cap | Closed | 10,842.64 |
76.92
|
−0.70%
|
| DJIA | Closed | 31,037.68 |
69.86
|
0.23%
|
| S&P 500 | Closed | 3,845.08 |
13.69
|
0.36%
|
| NASDAQ | Closed | 11,361.85 |
39.61
|
0.35%
|
Last
|
CHG
|
% CHG
| ||
|---|---|---|---|---|
| Nikkei 225 | Closed | 26,107.65 |
315.82
|
−1.20%
|
| Hang Seng | Closed | 21,586.66 |
266.41
|
−1.22%
|
| Shanghai Comp | Closed | 3,355.35 |
48.68
|
−1.43%
|
| FTSE 100 | Closed | 7,107.77 |
82.30
|
1.17%
|
| DAX | Closed | 12,594.52 |
193.32
|
1.56%
|
Last
|
CHG
|
% CHG
| ||
|---|---|---|---|---|
| Gold | Closed | 1,738.20 |
26.90
|
−1.53%
|
| Silver | Closed | 19.11 |
0.03
|
0.17%
|
| Platinum | Closed | 848.50 |
9.00
|
−1.05%
|
| Light Crude | Closed | 98.13 |
0.97
|
−0.97%
|
| Natural Gas | Closed | 5.55 |
0.01
|
−0.24%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Advanced Micro Devices |
0.15
|
0.20%
|
| Apple |
1.36
|
0.96%
|
| Ford Motor Company |
0.14
|
−1.25%
|
| Amazon.com |
0.83
|
0.73%
|
| NIO |
1.35
|
−6.09%
|
| Southwestern Energy Company |
0.06
|
−1.01%
|
| Palantir Technologies |
0.27
|
−2.68%
|
| Itau Unibanco Holding SA |
0.06
|
−1.43%
|
| NVIDIA Corp |
1.66
|
1.11%
|
| Carnival Corp |
0.64
|
−6.82%
|
News
- IPC Indice de Precios Y Cotizaciones Ends 0.46% Higher at 47722.29 — Data Talk | Dow Jones
- BOVESPA Index Ends 0.43% Higher at 98718.98 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends 0.55% Lower at 18729.66 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 2.57% Higher at 95075.87 — Data Talk | Dow Jones
- ADRs End Lower; BeiGene, JinkoSolar Trade Actively | Dow Jones
- Materials Up After Fed Minutes — Materials Roundup | Dow Jones
- Energy Down with Oil Futures on Demand Concerns — Energy Roundup | Dow Jones
- Toronto Stocks Drop as Oil Prices Continue to Sink | Dow Jones
- BeiGene Shares Drop 12% After Deal to License InnoRNA Technology | Dow Jones
- EURO STOXX 50 Index Ends 1.85% Higher at 3421.84 — Data Talk | Dow Jones
Features
How Did the Largest Equity Funds Do in the Second Quarter?
Investors in the most widely-held stock funds endured another down quarter.
Few Places to Hide for Non-U.S. Equity Funds in Second Quarter
Value-focused and China-heavy funds fared best amid the global selloff.
What's the Impact of the Strong Dollar on My Portfolio?
The biggest rally in the U.S. currency in 20 years is taking a bite out of non-U.S. fund returns and profits for U.S. companies doing business overseas.
14 Charts on the Market’s Second-Quarter Performance
For just the second time in 40 years, bonds and stocks both posted losses for two consecutive quarters.
Halfway Through 2022, ETF Investors Have Stood Their Ground
U.S. ETFs hauled in $297.3 billion in a turbulent first half of the year.
Why Dodge & Cox Stock Is Among the Best Value Funds to Invest In
Filled with large-cap value stocks and run by adept managers, this fund earns our top rating.
Not All Value Funds Are Created Equal
Different value funds can take very different approaches.
Do Rental Properties Make Good Investments?
Financial expert Ilyce Glink shares her best advice for buying, renting, and navigating our housing market.
The Catch to High Investment ‘Income’
More current cash usually means less future capital.
Company Spotlight
The Grubhub Partnership With Amazon Will Benefit Both Companies
Grubhub parent Just Eat is our top pick in the food delivery segment.
Tesla Reports Sequential Fall in Deliveries; Shares Slightly Undervalued
With our outlook intact, we maintain our $750 fair value estimate and narrow moat rating.
- Zendesk Agrees To Be Taken Private for $77.50 Per Share, Well Below Our Standalone FVE
- Wide-Moat Nike Continues To Deal With External Challenges As Fiscal 2023 Begins; Shares Undervalued
- Interest Rates Begin to Affect High Income Consumers, as Evidenced by Slower Demand at RH
- Bed Bath & Beyond Demand Stalls Amid Constrained Consumer Environment
Bitcoin’s Big Chill
How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.
4 Myths About Investing in Cryptocurrency
The truth about crypto's diversification value, fraud, the role blockchain technology is playing in performance, and how much it costs to trade.
A Basic Glossary of Terms for Crypto Newbies
Crypto can be incredibly complicated, but understanding the basic terminology is a good place to start.
Strategies for a Down Market
INFLATION
Christine Benz
The Best Places to Park Your Short-Term Investments
John Rekenthaler
When Everything Declines at Once
Susan Dziubinski
14 Top Stocks for Rocky Markets
Ben Johnson
Hello Risk, Our Old Friend
Russel Kinnel
3 Excellent Dividend Stock Funds
Samantha Lamas
The Role of Family and Friends in Investing Decisions
Bitcoin’s Big Chill
How a temporary freeze by a lending platform called Celsius left bitcoin investors out in the cold.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
This Company’s Shares Are Set to Benefit From the Auto Industry Revolution
Aptiv, which is helping to make cars greener and smarter, is now undervalued and trading at a 24% discount.
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.
6 Questions to Ask Before Hiring a Robo-Advisor
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.
5 Things to Do During a Bear Market
Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider.
6 Questions to Ask Before Hiring a Robo-Advisor
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.
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.
How Did the Largest Equity Funds Do in the Second Quarter?
Investors in the most widely-held stock funds endured another down quarter.
Why Dodge & Cox Stock Is Among the Best Value Funds to Invest In
Filled with large-cap value stocks and run by adept managers, this fund earns our top rating.
Help Morningstar Name Its Allocation Categories
Changes to the allocation categories mean new names are in order.
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 Time Is Right for Aftertax 401(k) Contributions
In-plan conversions are a no-brainer for heavy savers who have access to them.
The Financial Health of Medicare and Social Security: A Closer Look
The short-term outlook for these programs has improved, but challenges and uncertainties loom.
Could Required Minimum Distributions Cause You to Withdraw Too Much?
The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.
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.
Pension Funds Forge Ahead With Sustainable Investing, Despite Politicization in U.S.
Asset owners see ESG as “a core element of investing rather than a specialist niche,” Morningstar study says.
How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
New Morningstar research highlights Big Pharma’s exposure to ESG risk. Two winners: BioMarin and Sanofi.
Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The giant asset manager has dialed back exposure to these ETFs in its model portfolios.
The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.