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Morningstar Moments: 3 Things You May Have Missed

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

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

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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