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Morningstar Moments: 5G Makes Its Debut

Here is the latest on stock and fund returns.

5G Stocks

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

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

expected, that is exactly what happened. He documents this pattern and compares fund returns.

Return Forecast

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.

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

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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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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