A Guide to the Best (and Worst) Investors' Ideas
Viewing stocks through Morningstar's Ownership Lens.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,487.10 |
22.43
|
−0.19%
|
| U.S. Mid Cap | Closed | 15,386.01 |
26.99
|
0.18%
|
| U.S. Small Cap | Closed | 13,964.79 |
16.36
|
−0.12%
|
| U.S. Sustainability | Closed | 3,075.34 |
5.74
|
0.19%
|
| Women's Empowerment | Closed | 1,678.13 |
5.91
|
−0.35%
|
| Societal Development | Closed | 1,421.02 |
2.14
|
−0.15%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Snap |
19.97
|
−26.59%
|
| Digital World Acquisition Corp |
48.70
|
107.03%
|
| Intel Corp |
6.54
|
−11.68%
|
| Itau Unibanco Holding SA |
0.17
|
−3.95%
|
| Petroleo Brasileiro Sa-Petrobras ADS (REP 1 Common Share) |
0.10
|
−0.99%
|
| Banco Bradesco SA |
0.15
|
−4.00%
|
| Ford Motor Company |
0.27
|
−1.63%
|
| Cleveland-Cliffs |
2.69
|
12.71%
|
| Apple |
0.79
|
−0.53%
|
| Ambev SA |
0.01
|
−0.38%
|
News
- ADRs Close Mostly Lower; IHG Trades Actively | Dow Jones
- S&P/TSX Composite Index Ends the Week 1.38% Higher at 21216.15 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 5.99% Higher at 86898.51 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 1.72% Lower at 51889.66 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 7.28% Lower at 106296.18 — Data Talk | Dow Jones
- 3Q GDP Seen +3.0% — Data Week Ahead | Dow Jones
- American Express on Track for Record High Close — Data Talk | Dow Jones
- FTSE 100 Closed Up as It Shrugs off the Week's Negative Sentiment | Dow Jones
- STOXX Europe 50 Index Ends the Week 0.25% Higher at 3637.18 — Data Talk | Dow Jones
- EURO STOXX 50 Index Ends the Week 0.14% Higher at 4188.81 — Data Talk | Dow Jones
Features
WEEKEND UPDATE
Weekly Wrap: Inflation Protection and HSA Tips
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
The Week Ahead: Facebook, Apple, and Amazon.com to Report Earnings
Other big names, including Coca-Cola, Ford, and Exxon Mobil, will be reporting, too.
HEALTHCARE
Your 2022 Medicare Fall Enrollment Checklist
How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage.
Have You Taken a Good Look at an HSA?
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
sustainability matters
What Is Greenwashing, and Answers to Your Other Questions
Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
The Morningstar Sustainable Investing Framework
Clear terminology leads to greater understanding of an evolving area.
How Did Large-Cap Sustainable Stock Funds Perform in Q3?
Stock-pickers led the way, particularly high-conviction funds.
What to Consider When Buying a Dividend Stock Fund
They are attractive, but investors should pay heed to more than yield.
Energy Stocks Surged, Yet Still Undervalued
Supply and demand imbalances have pushed oil and natural gas prices higher. Although energy stock prices have jumped, we still see value for long-term investors.
3 Investing Ideas for Contrarians
Those with the right constitution may find opportunity in these pockets of the market.
Christine Benz
Retiring Early? What to Keep in Mind
Susan Dziubinski
33 Undervalued Stocks for the Fourth Quarter
Amy C. Arnott
4 Ways to Keep More of Your Funds' Returns
John Rekenthaler
The Good News for Upcoming Retirees
Russel Kinnel
4 Funds That Investors Are Buying
Ben Johnson
Strategic Beta Is Active Management
Karen Wallace
5 Misconceptions About College Aid
3 Investing Ideas for Contrarians
Those with the right constitution may find opportunity in these pockets of the market.
Energy Stocks Surged, Yet Still Undervalued
Supply and demand imbalances have pushed oil and natural gas prices higher. Although energy stock prices have jumped, we still see value for long-term investors.
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.
Should Spouses Obtain Separate Healthcare Insurance?
With more employers levying spousal surcharges, obtaining coverage on a single plan isn't necessarily the most cost-effective for dual-earning couples.
Your Financial To-Do List for October
Year-end is right around the corner; here’s what to focus on this month.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
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.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
Healthcare Policy Changes Could Result in Opportunities
Expanded insurance rolls would be good news for the managed-care organizations and service providers we cover.
How Close Is the U.S. Economy to Normal?
It's close, but some industries are still recovering.
COVID-19 Vaccine Booster Plans Match Our Expectations
We don’t expect any changes to our fair value estimates or moat ratings for the mRNA manufacturers.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
U.S. Fund Flows Cool Down in September
Investors press pause as markets turn south.
How to Protect Your Portfolio From Inflation
They have varying levels of effectiveness, but here are some ways to hedge inflation risk.
Did the Pandemic Change How Fund Managers Think About Risk?
They have varied in their response to COVID-19.
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.
Now's the Time to Consider a Roth Conversion of Aftertax Money
Take advantage of this loophole before proposed legislation takes it away at the end of the year.
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.
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.
Without the Backdoor, Aftertax IRA Contributions Don't Add Up
Better tax treatment, low yields argue for using a taxable account instead.
Retiring Early? What to Keep in Mind
Opting into the "Great Resignation" calls for mindful choices.
Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.
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 Is Greenwashing, and Answers to Your Other Questions
Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
How Did Large-Cap Sustainable Stock Funds Perform in Q3?
Stock-pickers led the way, particularly high-conviction funds.
Can Homeownership Really Close the Racial Wealth Gap?
Here are three perspectives on whether homeownership is an effective way to shrink the racial wealth gap.
Tesla's Growing Investor Revolt
Despite the stock's meteoric rise, shareholders are pushing back against Tesla's management and board.
Labor Department Proposal to Clear Way for Retirement Plans to Consider ESG
We believe this new rule is a step in the right direction for retirement savers.