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Morningstar Moments: 3 Things You May Have Missed

Our analysts discuss target-date funds, Apple, and diversity.

Mentioned:

Here are the major market moments our analysts have been talking about.  

1) Give Target-Date Funds a Chance


 - source: https://twitter.com/syouth1/status/1386640628671553538

Nobody--or no fund category--is perfect. The same goes for target-date funds. But that doesn't mean there still isn't a lot to love. From being truly hands-off to providing affordable advice, here is what Christine Benz has to say to the target-date fund critics. 

2)Does the AAPL Fall From The Growth or Value Tree?


 - source: https://twitter.com/MstarMarkets/status/1385293543812517888

Apple (AAPL) is a name every investor knows. The stock's market cap is about $2 trillion, and it takes up nearly 5% of the Morningstar U.S. Market Index. Outside of broad equity market indexes, a big question arises: Is Apple a growth stock or a value stock? Or is it both? Dan Lefkovitz weighs in on the debate

3)How to Embrace Diversity, Equity, and Inclusion at Your Firm


 - source: https://www.linkedin.com/feed/update/urn:li:activity:6790986972811857921

According to research from McKinsey & Company, firms with diverse leadership are 21% more likely to outperform in terms of profitability and 27% more likely to have superior value-creation results. Having a diverse business is about more than just the numbers-- it is about creating a more inclusive industry full of diverse talent. Walter K. Booker shows advisors how to do more than just check the boxes

Stay in the loop with @MorningstarInc and our analysts: 
Jeff Ptak, chief ratings officer: @syouth1
Dave Sekera, chief U.S. market strategist: @MstarMarkets
Tom Lauricella, editor for Morningstar Direct: @LauricellaTom

Carole Hodorowicz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.