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MORNINGSTAR.COM




MARKETS


MARKET INDEXES

Morningstar Indexes

Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market

9,044.73
96.69
1.08%
US Mid Cap

11,929.66
194.27
1.66%
US Small Cap

10,481.28
185.05
1.80%
US Sustainability

2,410.22
27.33
1.15%
Women's Empowerment

1,337.79
17.89
1.36%
Societal Development

1,078.10
6.11
0.57%

Sep 28 2:53 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
US Cyclical

11,329.74
158.75
1.42%
US Sensitive

14,820.25
106.95
0.73%
US Defensive

13,763.18
177.05
1.30%

Sep 28 2:53 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
US Market

9,044.73
96.69
1.08%
US Large Cap

8,038.29
68.62
0.86%
US Mid Cap

11,929.66
194.27
1.66%
US Small Cap

10,481.28
185.05
1.80%
DJIA

29,427.17
292.18
1.00%
S&P 500

3,682.04
34.75
0.95%
Nasdaq

10,907.62
78.12
0.72%

Sep 28 2:53 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 26,173.98
397.89
−1.50%
Hang Seng Closed 17,250.88
609.43
−3.41%
Shanghai Comp Closed 3,045.07
48.80
−1.58%
FTSE 100

6,999.79
15.20
0.22%
DAX

12,153.83
14.15
0.12%

Sep 28 2:38 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
Gold 1,650.00
23.50
1.44%
Silver 18.58
0.32
1.74%
Platinum 855.70
8.80
1.04%
Light Crude 80.63
2.13
2.71%
Natural Gas 6.66
0.10
−1.52%

Sep 28 2:43 PM GMT
About



U.S. BAROMETER

Val Core Gwth Lg 1.26 1.16 1.31 Mid 1.94 1.54 1.47 Sm 1.73 1.72 1.90

Sep 28 2:53 PM GMT


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Apple
4.75
−3.13%
BTRS Holdings
3.45
59.79%
Advanced Micro Devices
1.03
1.53%
Ford Motor Company
0.14
1.18%
Tesla
0.36
0.13%
NVIDIA Corp
2.82
2.27%
Carnival Corp
0.33
3.62%
Amazon.com
1.70
1.48%
XPeng
0.73
−5.32%
NIO
0.07
−0.44%




NEWS

 * Eli Lilly Up Over 7%, on Track for Record High Close — Data Talk | Dow Jones
 * U.S. Pending Home Sales Fell in August for Third Straight Month | Dow Jones
 * GDP, Personal Income and Spending on Deck — Data Week Ahead | Dow Jones
 * Gilt Yields Hit Highest Since 2008 as IMF, Moody's Criticize Budget | Dow
   Jones
 * North American Morning Briefing: Another Rocky -2- | Dow Jones
 * North American Morning Briefing: Another Rocky Session in Prospect as Yields
   Breach 4% | Dow Jones
 * European Midday Briefing: Stocks Selloff Accelerates as Market Worries
   Deepen | Dow Jones
 * European Midday Briefing: Stocks Selloff -2- | Dow Jones
 * FTSE 100 Hits 6-Month Intraday Low as BOE, Economic Worries Mount | Dow Jones
 * BOE Could Raise Rates by 150Bps in November as it Seeks to Restore
   Confidence | Dow Jones


Recommended Inflation Recession Best Companies Student Loans Market Forecasts
Earnings How to Invest Like Buffett


FEATURES

10 Undervalued Wide-Moat Stocks
These cheap high-quality stocks from the Morningstar Wide Moat Focus Index are
attractive for long-term investors.
Susan Dziubinski
 * Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks

Vanguard Total World Stock ETF May Be the Only Fund You Need
This top-rated ETF provides access to the global stock market in one low-cost
package.
Daniel Sotiroff
6 Undervalued Stocks With Low Beta
Berkshire Hathaway and Verizon are among the low-volatility stocks that trade at
a discount.
Jakir Hossain
Watch

3 Great Core Bond ETFs
These low-cost ETFs provide investors with broad exposure to the fixed-income
market.
Bryan Armour
Why 2022 Has Been Such a Terrible Year for Bond Funds
This could become bond funds' worst year on record.
Katherine Lynch
How to Discover Stocks With Sturdy Dividends
A closer look at balancing dividend durability and yield.
Daniel Sotiroff
The Thrill of the Trade
Why we speculate, and how to do it safely.
Sarah Newcomb
David John: Improving the Retirement System
The retirement expert and author discusses expanding retirement-savings
opportunities for low- and middle-income workers, the benefits of
employer-sponsored emergency funds, and the challenges of decumulation.
Christine Benz, Jeff Ptak
The Best HSA Providers of 2022
Learn how you could benefit from a health savings account and see our assessment
of top providers.
Tom Nations, Margaret Giles
 * A Checklist for Open Enrollment Season

Annuities Are Not Alchemy
But they can be good medicine for some investors.
Spencer Look
 * Your Guide to Annuities

Have Stocks Become Cheap?
Well, it depends.
John Rekenthaler
How to Talk to Your Clients About Inflation
Those who can ride out the tough times should be rewarded.
Sheryl Rowling


DON'T MISS

Is Your Portfolio Ready for (More) Rising Interest Rates?
With rates on the move, here's how to assess your stock, bond, and cash
holdings.
Christine Benz
3 Fund Firms That Fall Short of ESG Best Practices
A peek behind the curtain of the Morningstar ESG Commitment Level.
Alyssa Stankiewicz
What Is a 529 College Savings Plan?
Our guide covers how a 529 plan can help pay for educational expenses, how to
select the right plan for your needs.
Keith Reid-Cleveland, Patricia Oey


COMPANY SPOTLIGHT

Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche
Porsche preferred shares expected to start trading on Sept. 29. We’re
maintaining our Volkswagen fair value estimate of $33.
Richard Hilgert
 * Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?

Workday: Stock of the Week
After rapidly gaining market share by doing one thing really well, Workday is
now also looking to grow from within its market.
Andrew Willis
Read more
 * License Requirement for Nvidia’s Data Center GPUs Sold to China Could Be
   Troubling
 * Oracle Misses Due to U.S. Dollar Strength; Shares Overvalued
 * Ford Has Strong Second Quarter and Increases Dividend to Prepandemic Level
 * Why Is Compass Minerals Stock So Cheap?


SPECIALISTS

More
Christine Benz
4 Ways to Uncomplicate Your Retirement Portfolio
John Rekenthaler
Which Inflation Hedges Have Worked?
Sarah Newcomb
The Tragic Irony of Overconfidence in Investing
Amy C. Arnott
Why Equity-Fund Investors Have (Mostly) Held Tight in This Year's Market Rout
Russel Kinnel
3 Upgraded Funds for the Long Haul
Susan Dziubinski
Morningstar’s Guide to ETFs
Samantha Lamas
Is Your Smartphone Hurting Your Portfolio Performance?


VIDEOS

More
Watch

Retiring in a Down Market? Consider These Strategies
Watch

ABCs of HSAs for 2023
Watch

3 Core Bond Funds to Take the Sting Out of a Bear Market
Watch

Good Reasons to Overhaul Your Portfolio
Watch

The CPI Report Looks Bad, but Don't Panic
Watch

3 Great ETFs to Play a Supporting Role in Your Portfolio
Watch

Dividend Stock Deep Dive: Banks and Capital Allocation
Watch

Nvidia: Stock of the Week



TOPICS

ESG InvestingFinancial AdvisorsChristine Benz’s Model PortfoliosMorningstar
Investor ScreenerDiscussion ForumsInvestor NewslettersBest InvestmentsAll
AuthorsAll Topics




STOCKS

More
10 Undervalued Wide-Moat Stocks
These cheap high-quality stocks from the Morningstar Wide Moat Focus Index are
attractive for long-term investors.
Susan Dziubinski
6 Undervalued Stocks With Low Beta
Berkshire Hathaway and Verizon are among the low-volatility stocks that trade at
a discount.
Jakir Hossain
Lockheed Martin: Stock of the Week
The weapons and space business tempts with wide-moat benefits and government
backing, but there are ESG risks.
Andrew Willis
What Does Palo Alto Networks' Stock Split Mean for Investors?
The wide-moat cybersecurity company is scheduled to split its shares for the
first time.
Jakir Hossain
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments
today.
Susan Dziubinski


PERSONAL FINANCE

More
What's Your Real Inflation Rate?
Calculating a personalized inflation rate is a start.
Christine Benz
Why We Trade
Advice to buy and hold doesn’t appeal to every investor.
Sarah Newcomb
Good Reasons to Overhaul Your Portfolio
Does your portfolio need a makeover? Here's how to find out.
Christine Benz
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and
begin investing.
Carole Hodorowicz
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Christine Benz



BEST COMPANIES OF 2022

More
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for
long-term investing.
Margaret Giles
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the
future.
Ruth Saldanha
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Sachin Nagarajan
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Katherine Lynch
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a
long-term advantage.
Leslie Norton


FUNDS

More
Why 2022 Has Been Such a Terrible Year for Bond Funds
This could become bond funds' worst year on record.
Katherine Lynch
U.S. Fund Flows Turn Positive in August but Remain Weak
Taxable-bond and sector-equity funds bounce back.
Adam Sabban
How Has Private Equity Investing Fared for Mutual Funds?
Fund companies have embraced ownership of 'unicorn companies,' with mixed
results.
Jack Shannon, Katie Rushkewicz Reichart, CFA
Why We Downgraded One of Matthews Asia's Biggest Funds
Plus a look at an upgrade, a downgrade, and a fund that is new to coverage.
Robby Greengold
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which
ones earn our highest ratings.
Susan Dziubinski


ADVISOR INSIGHTS

More
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
Rianka R. Dorsainvil
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
Jason Kephart
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors
should be considering.
Ben Johnson
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement
benefits.
Natalie Choate
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next
generation will call out bad behavior.
Sonya Dreizler


RETIREMENT PLANNING

More
Annuities Are Not Alchemy
But they can be good medicine for some investors.
Spencer Look
Retiring in a Down Market? Consider These Strategies
Falling markets can be scary for new retirees. Vanguard retirement specialist
Maria Bruno shares tips for keeping your plan on track amid the turmoil.
Christine Benz
4 Ways to Uncomplicate Your Retirement Portfolio
Retirement planning is complicated. Your retirement portfolio shouldn't be.
Christine Benz
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for
retirement.
Susan Dziubinski
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it
into smaller steps.
Christine Benz


SUSTAINABLE INVESTING

More
3 Fund Firms That Fall Short of ESG Best Practices
A peek behind the curtain of the Morningstar ESG Commitment Level.
Alyssa Stankiewicz
3 Fund Firms That Meet ESG Expectations
A peek behind the curtain of the Morningstar ESG Commitment Level.
Alyssa Stankiewicz
Venture Capital Investment Trends in Emissions Reduction Technologies
Two areas in climate tech that are worth watching this year.
John Macdonagh
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
These companies are poised to benefit from U.S. climate legislation.
Margaret Giles
Demand for Oil Will Stay High. What’s an ESG Investor to Do?
The answer involves lots of uncomfortable tradeoffs.
Leslie Norton


MUTUAL FUNDS

More
Why 2022 Has Been Such a Terrible Year for Bond Funds
U.S. Fund Flows Turn Positive in August but Remain Weak
How Has Private Equity Investing Fared for Mutual Funds?
Why We Downgraded One of Matthews Asia's Biggest Funds
Target-Date Fund Investing in 2022


STOCKS

More
10 Undervalued Wide-Moat Stocks
6 Undervalued Stocks With Low Beta
Lockheed Martin: Stock of the Week
What Does Palo Alto Networks' Stock Split Mean for Investors?
The 10 Best Companies to Invest in Now


ETFS

More
How to Discover Stocks With Sturdy Dividends
Vanguard Total World Stock ETF May Be the Only Fund You Need
Market Volatility Hasn't Helped Active Funds Beat Their Passive Peers
3 Great ETFs to Play a Supporting Role in Your Portfolio
Morningstar's Guide to ETFs


BONDS

More
For Income Investors, Bond Yields Are Looking Attractive
Are Bond Investors Making a Mistake by Bailing Out?
Why Bonds Should Still Play a Role in Your Portfolio
The Impact of Rising Interest Rates on Bonds
Morningstar's Guide to Fixed-Income Investing


RETIREMENT PLANNING

More
Annuities Are Not Alchemy
Retiring in a Down Market? Consider These Strategies
4 Ways to Uncomplicate Your Retirement Portfolio
Special Report: Are You Ready to Retire?
A Retirement Readiness Checklist


RETIREMENT INVESTING

More
A Down-Market Survival Guide for Retirees
3 Down-Market Strategies for Retirees
401(k) Statements May Surprise Investors in July
The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle
Morningstar's Guide to Setting Your Withdrawal Rate


PERSONAL FINANCE

More
What's Your Real Inflation Rate?
Why We Trade
Good Reasons to Overhaul Your Portfolio
A Financial Guide on What to Do After College
Morningstar's Guide to Life-Stage Investing


TAX PLANNING

More
How Much Can Tax-Managed Model Portfolios Save on Taxes?
4 Charts to Improve Your Tax Management
A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
Morningstar's Tax and IRA Guide
4 Strategies for an Organized Tax Season


START INVESTING

More
4 Easy Steps to Finding a Suitable ESG Fund
What is a Stock Split?
What Is the Dow Jones Industrial Average?
Should I Start Investing With Stocks or Mutual Funds?
What to Do If Your Employer Cuts Its 401(k) Match


SAVE FOR COLLEGE

More
What Is a 529 College Savings Plan?
How Much Are 529 Plans' Tax Benefits Worth?
The College Question
A Guide to College-Savings Options
Morningstar's Guide to College Savings


SUSTAINABLE INVESTING

More
3 Fund Firms That Fall Short of ESG Best Practices
3 Fund Firms That Meet ESG Expectations
Venture Capital Investment Trends in Emissions Reduction Technologies
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
Demand for Oil Will Stay High. What’s an ESG Investor to Do?


FINANCIAL ADVISORS

More
How to Talk to Your Clients About Inflation
10 Questions With Damon Jones
Bigger Is Not Better for This Boutique Fund Firm
Human Capital: Exploring the Intersection of Psychology and Finance
How Advisors Can Help Clients Invest Sustainably Outside of 401(k)s


SPONSOR CENTER





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