morningstar.com
Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 9,712.03 |
52.24
|
0.54%
|
| US Mid Cap | Closed | 12,569.42 |
83.81
|
0.67%
|
| US Small Cap | Closed | 11,065.34 |
76.76
|
0.70%
|
| US Sustainability | Closed | 2,673.28 |
17.84
|
0.67%
|
| Women's Empowerment | Closed | 1,479.00 |
8.09
|
0.55%
|
| Societal Development | Closed | 1,210.30 |
1.72
|
−0.14%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 11,380.12 |
28.94
|
0.26%
|
| US Sensitive | Closed | 16,987.07 |
34.76
|
0.20%
|
| US Defensive | Closed | 14,166.49 |
220.24
|
1.58%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 9,712.03 |
52.24
|
0.54%
|
| US Large Cap | Closed | 8,686.75 |
42.60
|
0.49%
|
| US Mid Cap | Closed | 12,569.42 |
83.81
|
0.67%
|
| US Small Cap | Closed | 11,065.34 |
76.76
|
0.70%
|
| DJIA | Closed | 32,237.53 |
132.28
|
0.41%
|
| S&P 500 | Closed | 3,970.99 |
22.27
|
0.56%
|
| Nasdaq | Closed | 11,823.96 |
36.56
|
0.31%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 27,385.25 |
34.36
|
−0.13%
|
| Hang Seng | Closed | 19,915.68 |
133.96
|
−0.67%
|
| Shanghai Comp | Closed | 3,265.65 |
21.00
|
−0.64%
|
| FTSE 100 | Closed | 7,405.45 |
94.15
|
−1.26%
|
| DAX | Closed | 14,957.23 |
253.16
|
−1.66%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | Closed | 1,981.00 |
12.10
|
−0.61%
|
| Silver | Closed | 23.20 |
0.10
|
0.44%
|
| Platinum | Closed | 986.30 |
9.00
|
−0.91%
|
| Light Crude | Closed | 69.20 |
0.70
|
−1.00%
|
| Natural Gas | Closed | 2.32 |
0.21
|
9.61%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Tesla |
1.81
|
−0.94%
|
| Bank of America Corp |
0.17
|
0.63%
|
| First Republic Bank |
0.17
|
−1.36%
|
| Ford Motor Company |
0.09
|
0.79%
|
| Advanced Micro Devices |
2.33
|
−2.32%
|
| Apple |
1.32
|
0.83%
|
| Amazon.com |
0.58
|
−0.59%
|
| Intel Corp |
0.33
|
1.14%
|
| Block |
1.20
|
−1.94%
|
| Carnival Corp |
0.01
|
0.11%
|
News
- ADRs End Mostly Lower, Pharming Group Trades Actively | Dow Jones
- BOVESPA Index Ends the Week 3.09% Lower at 98829.27 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends the Week 0.59% Higher at 19501.49 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 1.63% Higher at 52771.12 — Data Talk | Dow Jones
- S&P MERVAL Index Ends the Week 1.11% Lower at 219276.74 — Data Talk | Dow Jones
- Iovance Biotherapeutics Up After Hours, Lifileucel Application Submission Completed | Dow Jones
- DJIA Rises 1.18% This Week to 32237.53 — Data Talk | Dow Jones
- S&P 500 Rises 1.39% This Week to 3970.99 — Data Talk | Dow Jones
- NASDAQ Composite Rises 1.66% This Week to 11823.96 — Data Talk | Dow Jones
- Consumer Spending Seen +0.3% in February — Data Week Ahead | Dow Jones
Features
Investment Picks
6 Undervalued Consumer Defensive Stocks
These wide-moat consumer defensive stocks are trading at discounted prices.
2 Stocks Top Managers Are Selling
These stocks were among the sales of several of our Ultimate Stock-Pickers last quarter.
The Best iShares ETFs and BlackRock Funds
These top-rated funds make excellent long-term investments in 2023 and beyond.
3 Great Value ETFs for 2023
These Morningstar Medalists have shown their merit.
Jack Bogle Was Not Entirely Wrong About ETFs
While ETFs aren’t perfect, their virtues clearly outweigh their sins.
Company Spotlight
Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud
We find the evidence to be largely anecdotal, but the raised issues could prompt a regulatory response.
Lowering First Republic Stock’s Fair Value Estimate to $3 as Depositors Flee
Unlikely that First Republic Bank remains profitable and stock holders could get wiped out.
Market Updates
Is Exxon Stock a Buy for Its Dividend?
Morningstar’s analyst says Exxon’s dividend is solid—but the stock isn’t cheap.
4 Undervalued Financial Stocks for the Long-Term Market
Plus, the latest on the banking crisis and what the Fed might do next.
The Best (and Easiest) Investment for an IRA
Target-date funds are an easy remedy for IRA procrastinators. Here’s why.
Could Defined-Benefit Pension Plans Make a Comeback?
There are early signs of support for reviving the plans in the private sector.
How the 10-Year RMD Rules Work for Inherited IRAs
Rules work differently for each class of beneficiary.
From Our Specialists
Real Luxury Goods Don’t Have Brand Names
Peace of mind and simplicity have become much more important than outward shows of success.
5 Ways Investors Can Succeed by Knowing Their Limits
You don’t know what you don’t know when investing.
Brad Barrett: ‘Start With a Small Win’
The podcaster and blogger discusses what financial freedom means to him, his thoughts on safe withdrawal rates, and travel tips and hacks.
Can Innovation Offset Biopharma Firms’ Losses From Patent Expiration?
And how we expect the U.S. biopharma industry to react to new regulations on drug pricing.
The Return of the Bond Market
It’s been rough getting here, but the future looks brighter for bonds.
Sustainability
In the ESG Backlash, What Makes Sense and What Doesn’t?
Deconstructing 5 criticisms of ESG.
Does Your Sustainable Fund Always Vote in Favor of ESG? Apparently Not.
Proxy voting decisions will help investors select funds that best reflect their sustainable-investing priorities.
Christine Benz
What You Can Learn From Your Tax Return
John Rekenthaler
The Moral Hazards of Banking Keep Increasing
Russel Kinnel
How to Choose Funds for Your IRA
Susan Dziubinski
Morningstar’s 2023 Tax Guide and IRA Resources
Amy C. Arnott
2 Ways to Avoid Big Portfolio Mistakes
David Sekera
4 Undervalued Small-Value Stocks to Buy
Morningstar Stock Analyst Reports
See what Morningstar experts are saying about these key stocks. Limited time only.
Exchange
|
Name
|
Rating
|
|---|---|---|
| MRNA | Moderna Inc | |
| PFE | Pfizer Inc | |
| DIS | The Walt Disney Co | |
| WMT | Walmart Inc |
Top 10 Buys and Sells From Our Ultimate Stock-Pickers
Funds see value in a diverse range of sectors.
10 High-Risk Stocks to Avoid
These stocks earn Morningstar’s lowest rating today and carry significant price risk.
Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks
A majority of the top 10 dividend-yielding names are undervalued.
10 Undervalued, High-Quality Stocks With Competitive Advantages
Wide-moat names including Adobe and Microsoft have strong balance sheets and discounted stock prices.
6 Cheap Stocks to Play Long-Term Growth Trends
Specialty chemicals companies stand to benefit from these structural growth themes.
2 Ways to Avoid Big Portfolio Mistakes
New guidelines to help investors build effective portfolios.
What’s The Surest Route to Investing Excellence?
Hint: It’s not about pursuing perfection.
The Most Important Reason to Use a Financial Advisor
Financial advisor Cody Garrett challenges conventional wisdom on where advisors can add value, contributing to Roth or traditional tax-deferred accounts, and more.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
The Best Companies to Own: 2023 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2023 Edition
These companies from various corners of the globe are well positioned for the future.
Best Innovative Companies to Own: 2023 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial-Services Companies to Own: 2023 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2023 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
The Best Value Funds
These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar in 2023.
Active Funds Continue to Fall Short of Their Passive Peers
Investors should focus on long-term signals and costs when picking their spots, based on the latest Active/Passive Barometer.
The Best iShares ETFs and BlackRock Funds
These top-rated funds make excellent long-term investments in 2023 and beyond.
25 Top Picks for Tax-Efficient ETFs and Mutual Funds
These funds can help manage your tax-cost ratio while providing stock and bond exposure.
The Best Index Funds
These mutual funds and ETFs earn Morningstar’s top rating in 2023.
Practice Made Perfect: How Advisors Can Solve the Capacity Problem
Here’s how to grow your practice without sacrificing excellent service to clients.
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
A look at how Notice 2022-53 has affected the tax code.
Why Advisors Should Bother With Tax Alpha
A simple way to boost investment performance without adding risk.
10 Questions With RBC Portfolio Manager Philippe Langham
Where he sees opportunities and risks today.
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
How Higher Retirement Savings Limits Can Help You Catch Up
Even if you’re off to a late start, there’s still hope for your 401(k).
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
What Secure 2.0 Means for Retirement-Plan Contributions
Ed Slott on the legislation’s provisions for matching and catch-up contributions as well as for workers who currently lack a company retirement plan.
Can I Take a Loan From My 401(k)?
Before you take a loan from your retirement savings plan, consider an emergency fund.
Women Make Progress on Corporate Boards, but C-Suite Gains Are Scant
Stocks perform better in the long term when their companies’ boards and management include more women.
5 ESG Risks and 5 Bargains in Auto Stocks
These companies face many ESG risks but offer attractive upsides.
In the ESG Backlash, What Makes Sense and What Doesn’t?
Deconstructing 5 criticisms of ESG.
8 Stocks for Impact-Minded ESG Investors
Yes, valuation and values can overlap; we see solid long-term opportunities in Glaxo, STMicro, and BorgWarner.
Why You Should Care About Net Zero and Other Climate Jargon
Make no mistake, companies meeting net-zero targets will be critical to shareholder return.