Morningstar

morningstar.com

1D

1W

1Y

Style Box
			Large
			Mid
			Small
Value	Core	Growth

Gainers

Losers

Actives

Nov 4, 2026, 11:44:01 PM

Featured

4 Big Impacts from the US Midterm Elections for Investors

What analysts are saying the blue wave means for the AI trade, the debt ceiling, and Democrats’ legislative priorities.

Why Higher Interest Rates May Mean Higher Taxes for Investors

Christine Benz explains how investment income is taxed and how choosing where to hold stocks, bonds, and cash can help reduce your taxes.

These Funds Went From First to First

Momentum rules the day.

David Giroux’s Flagship Fund Is Reopening to Investors

Anthropic: After the IPO, Who Controls the Company?

Malik Ahmed Khan, CFA and Tucker Hawthorne

What Trade-Offs Do Active ETFs Face?

Daniel Sotiroff

3 of the Best Dividend Stocks to Own

Susan Dziubinski

alt=""

Third-Quarter Earnings Are Going Well—Unless You’re Big Tech

Anthropic’s IPO to Cast Long Shadow Over Private AI Stocks

Alexander Davis

October Jobs Report Seen Showing Resilient Labor Market

Third-Quarter Earnings Are Going Well—Unless You’re Big Tech

Anthropic’s IPO to Cast Long Shadow Over Private AI Stocks

Alexander Davis

October Jobs Report Seen Showing Resilient Labor Market

Apple Earnings: iPhone Revenue Rises 18%, but Shares Look Expensive

William Kerwin, CFA

Berkshire Hathaway Shares Are Up 11% This Year. Is the Stock a Buy Ahead of Earnings?

Greggory Warren, CFA

Uber Earnings: Strong Delivery Growth Helps Ease Some (but Not All) Mobility Concerns

Collage illustration featuring "The Long View" podcast

Jim Dahle: Is Avoiding Taxes Costing You Money?

Christine Benz and Amy C. Arnott, CFA

Semiconductor and Memory Stocks Weigh on ETF Returns Globally in October

US ETF inflows surpassed $187.9 billion in October, with large blend ETFs accounting for more than $29.9 billion.

Why We Upgraded These 2 Fidelity Funds

David Giroux’s Flagship Fund Is Reopening to Investors

Alphabet Stock Sank After Earnings. Here’s What Investors May Be Missing

Despite investors’ worries about AI’s impact on search, we’re still optimistic about Alphabet.

David Sekera, CFA, Sarah Hansen, and Jess Bebel

The Best AI Stocks to Buy Now

The Best Tech Stocks to Buy

Don’t Overlook the Income Side of Fixed Income

Amid bond market tumult, elevated yields are contributing to returns and offering investors a nice income stream.

It’s Been a Long Time Since Bonds Looked This Good

Jeffrey Ptak, CFA

Why We Upgraded Vanguard Balanced Index Fund’s Process Pillar

The U.S. Capitol Building illuminated at night in Washington, D.C.

US Midterms: How Markets Are Reacting to Democrats’ Congressional Gains

Stocks, bonds, and gold are moving as the Republican Party loses the Senate and House.

Karen Gilchrist and Vicky McKeever

4 Big Impacts from the US Midterm Elections for Investors

Earnings

Economic Releases

Splits

These Funds Went From First to First

Russel Kinnel

The U.S. Capitol Building illuminated at night in Washington, D.C.

US Midterms: How Markets Are Reacting to Democrats’ Congressional Gains

Karen Gilchrist and Vicky McKeever Nov 4, 2026

4 Big Impacts from the US Midterm Elections for Investors

Sarah Hansen Nov 4, 2026

November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026

David Sekera, CFA Nov 3, 2026

Semiconductor and Memory Stocks Weigh on ETF Returns Globally in October

Brian Paoli Nov 4, 2026

Why We Upgraded These 2 Fidelity Funds

Russel Kinnel Oct 28, 2026

David Giroux’s Flagship Fund Is Reopening to Investors

Jason Kephart Nov 4, 2026

Alphabet Stock Sank After Earnings. Here’s What Investors May Be Missing

David Sekera, CFA, Sarah Hansen, and Jess Bebel Nov 4, 2026

The Best AI Stocks to Buy Now

Tori Brovet Nov 4, 2026

The Best Tech Stocks to Buy

Tori Brovet Nov 3, 2026

Don’t Overlook the Income Side of Fixed Income

Dan Lefkovitz Oct 28, 2026

It’s Been a Long Time Since Bonds Looked This Good

Jeffrey Ptak, CFA Nov 3, 2026

Why We Upgraded Vanguard Balanced Index Fund’s Process Pillar

Rafael Ramirez Nov 2, 2026

How to Use Large-Cap Stocks in Your Portfolio

Amy C. Arnott, CFA Nov 2, 2026

Trick or Treat? Index Funds Beat Their Benchmarks More Often Than Active Funds Over the Past Decade

Jeffrey Ptak, CFA Oct 28, 2026

Don’t Overlook the Income Side of Fixed Income

Dan Lefkovitz Oct 28, 2026

"An illustration for a story on the September jobs report."

October Jobs Report Seen Showing Resilient Labor Market

Colin Laidley Nov 4, 2026

Don’t Focus on Utilities Stocks’ Low Dividend Yields

Travis Miller and Laura Lallos Oct 30, 2026

September PCE Report: PCE Inflation Index Up 3.6%, in Line with Expectations

Bella Albrecht and Lauren Solberg Oct 29, 2026

Why We Upgraded Vanguard Balanced Index Fund’s Process Pillar

Rafael Ramirez Nov 2, 2026

The ESG Risks Clouding the Magnificent Seven’s AI Boom

Melissa Bird, Alina Olaru, and Henzy Richter Oct 14, 2026

Trustworthy AI: How Investors Should Assess Key Risks Around the Anthropic and OpenAI IPOs

Kilian Theil Sep 10, 2026

Collage illustration featuring "The Long View" podcast

Jim Dahle: Is Avoiding Taxes Costing You Money?

Christine Benz and Amy C. Arnott, CFA Nov 3, 2026

4 Dangerous Assumptions That Could Hurt Your Retirement Plan

Christine Benz Nov 2, 2026

He Tried Shorting Jim Cramer’s Stock Picks. It Cost Him More Than Money

Christine Benz and Amy C. Arnott, CFA Nov 1, 2026

How to Retire: Tips for Entering Retirement

Christine Benz and Margaret Giles Aug 18, 2025

Why Higher Interest Rates May Mean Higher Taxes for Investors

Christine Benz Nov 4, 2026

4 Dangerous Assumptions That Could Hurt Your Retirement Plan

Christine Benz Nov 2, 2026

Collage illustration of pie chart featuring an investor holding binoculars, a stack of coins, and a whisker chart.

Why Being Right Can Make You a Worse Investor

Allan Roth, CPA Oct 29, 2026

Will AI Finally Solve the Advisor Tech Stack Problem?

Sheryl Rowling Oct 28, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

What To Know About the Hottest Corner of the Semiliquid Market

Max Curtin Oct 28, 2026

These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar

Bryan Armour, CFA Oct 23, 2026

Why Wellington and Capital Group’s New Private Market Funds Are Much More Expensive Than They Look

Jack Shannon Oct 22, 2026

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.