How to Be a Great Fund-Company CEO
Jack Bogle set the standard. This column is from the archives.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,536.31 |
267.91
|
−2.27%
|
| U.S. Mid Cap | Closed | 15,153.50 |
373.64
|
−2.41%
|
| U.S. Small Cap | Closed | 13,655.74 |
475.91
|
−3.37%
|
| U.S. Sustainability | Closed | 3,100.34 |
65.63
|
−2.07%
|
| Women's Empowerment | Closed | 1,714.99 |
40.84
|
−2.33%
|
| Societal Development | Closed | 1,407.60 |
32.45
|
−2.25%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| American Airlines Group |
1.71
|
−8.79%
|
| Carnival Corp |
2.21
|
−10.96%
|
| Apple |
5.13
|
−3.17%
|
| Pfizer |
3.11
|
6.11%
|
| Bank of America Corp |
1.87
|
−3.93%
|
| Ford Motor Company |
0.50
|
−2.47%
|
| RLX Technology |
0.10
|
1.85%
|
| Norwegian Cruise Line Holdings Ltd |
2.57
|
−11.36%
|
| Delta Air Lines |
3.31
|
−8.34%
|
| Lucid Group |
0.85
|
−1.62%
|
News
- S&P/TSX Composite Index Ends the Week 1.99% Lower at 21125.90 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 2.60% Lower at 49492.52 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 0.79% Lower at 102224.26 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 6.22% Lower at 80369.01 — Data Talk | Dow Jones
- Moderna to Test Variant-Specific Vaccine Candidate | Dow Jones
- Marriott, Hilton and Other Lodging Stocks Down as Variant Concerns Prompt Broad Decline | Dow Jones
- Uber Down 4%, Lyft Declines 5% | Dow Jones
- Unemployment Rate Seen Ticking Down Again — Data Week Ahead | Dow Jones
- ADRs Close Lower; BioNTech Rises, Carnival Drops | Dow Jones
- Suncor Energy Down Over 7%, on Pace for Largest Percent Decrease Since September 2020 — Data Talk | Dow Jones
Features
Black Friday Deals Are Here. Will You Stick to Your Budget?
Those great deals may actually end up being worse for your wallet.
IN THE NEWS
Stocks Slide on Covid Variant Fears
Trading around the Thanksgiving holiday is often associated with lower trading volumes as traders typically wait until Monday to return to work.
8 Key Takeaways on the Outlook for Fed Policy
While Powell is tapped for a second term, the outlook for Fed policy has plenty of unknowns.
What 'Succession' Can Teach Us About Company Founders and Their Power
The hit HBO drama shows how proxy voting can be powerful and corrupted in the fight over who controls a company.
WEEK IN REVIEW
Weekly Wrap: Taking Stock of China's Bond Market and How to Use 529 Plans
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
5 Things Investors Can Be Thankful For
A soaring market and sinking fees top the list.
3 Great Charitable-Giving Strategies for Retirees in 2021
Tax-friendly ideas for small, medium, and supersize givers.
2 Cybersecurity Stocks Well-Positioned Amid Increased Ransomware Attacks
These stocks can be on investors’ watchlists as organizations spend more IT security dollars.
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
Capital Gains Roundup: 2021 Edition
Strong performance and outflows generate some big taxable distributions.
HEALTHCARE
Your Guide to Open Enrollment: 2022 Edition
Our tips for those signing up for employer-provided benefits.
Your 2022 Medicare Fall Enrollment Checklist
How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage.
The Best HSA Plans of 2021
Fidelity stands above the rest during our annual HSA checkup.
Susan Dziubinski
6 Competitive Stocks to Consider
Christine Benz
5 Lessons From Portfolio Makeover Week
John Rekenthaler
The Best and Worst S&P 500 Funds
Russel Kinnel
How Useful Is It to Close Funds?
Amy C. Arnott
Asset Allocation When You Have Enough
Ben Johnson
What the Best Index Funds Have in Common
Karen Wallace
What You Need to Know About Capital Gains Distributions
An Investor's Guide to 2021 Holiday Sales
The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in technology and communication services
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.
Which Charities Deserve Your Dollars?
Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.
5 Tips for Getting the Most Out of a Health Savings Account
Maximize the benefits of these accounts.
5 Lessons From Portfolio Makeover Week
Here are some key takeaways from this year's series of portfolio checkups.
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.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
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.
Financial Security of American Households During the Pandemic
How different groups’ household finances fared--and what we can do to improve.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
5 Things Investors Can Be Thankful For
A soaring market and sinking fees top the list.
The Problems With the World’s Biggest Bitcoin Fund
Grayscale Bitcoin Trust opened the floodgates but is structurally inadequate.
3 Low-Active-Share Funds We Like
These highly rated funds are low on the active-share spectrum.
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.
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.
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
What's a Safe Retirement Spending Rate for the Decades Ahead?
Simple tweaks can have an appreciable impact on your withdrawal rate.
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’s the Cost of Buying Good ESG Companies?
We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.
Yes, Fancy Climate Summit Means Small Investors Must Be Vigilant, Too
Vote your shares, make sure your fund manager has a net-zero plan, and look at opportunities in climate solutions, experts say.
How Can Investors Determine Company Risk Amid the 'Great Resignation'?
Here are some ways to identify companies facing challenges related to their human capital.
ESG Ratings Are Now Available for Bond Funds, Allocation Funds
A change to the Morningstar Sustainability Rating methodology means we can rate more funds, in more categories.
3 Solid Climate Tech Funds for Investors
These strategies should play only a bit part in a diversified portfolio.