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Commentary

Morningstar Moments: 5G Makes Its Debut

Here is the latest on stock and fund returns.

5G Stocks


https://twitter.com/LauricellaTom/status/1483939074750787590

The benefits of 5G technology go beyond your cellphone and Internet speed. The technology also contributes to major developments for the future. Are you trying to get your piece of the digital infrastructure pie while it's hot? Check out these names.  

Lagging Funds  


https://twitter.com/syouth1/status/1483786322649264128

History tends to repeat itself. In 2020, 18 funds gained 100% or more in their performance. Typically, this is followed by a year of struggle. As Jeff Ptak expected, that is exactly what happened. He documents this pattern and compares fund returns.  

Return Forecast  


https://twitter.com/christine_benz/status/1483097941380374535

Vanguard, BlackRock, and many other firms are anticipating U.S. equity returns to be much lower than the 16% annualized return that the S&P 500 reported over the past 10 years. On the other hand, firms are expecting value stocks to deliver better results and higher returns from non-U.S. stocks. Christine Benz sums up our predictions.  

Stay in the loop with @MorningstarInc and our analysts: 
Tom Lauricella, chief markets editor: @LauricellaTom
Jeff Ptak, chief ratings officer: @syouth1
Christine Benz, director of personal finance: @christine_benz