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MORNINGSTAR.COM


MARKETS


MARKET INDEXES

Morningstar Indexes
Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market Closed 12.767,52
15.42
0.12%
US Mid Cap Closed 15.434,79
15.32
0.10%
US Small Cap Closed 13.462,49
42.41
−0.31%
US Sustainability Closed 3.519,08
15.82
0.45%
Women's Empowerment Closed 1.905,88
1.49
0.08%
Societal Development Closed 1.459,98
3.53
0.24%

May 10, 2024 10:21 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
US Cyclical Closed 14.744,14
5.91
−0.04%
US Sensitive Closed 24.262,42
38.86
0.16%
US Defensive Closed 15.714,08
38.80
0.25%

May 10, 2024 10:21 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
US Market Closed 12.767,52
15.42
0.12%
US Large Cap Closed 11.714,55
19.39
0.17%
US Mid Cap Closed 15.434,79
15.32
0.10%
US Small Cap Closed 13.462,49
42.41
−0.31%
DJIA Closed 39.512,84
125.08
0.32%
S&P 500 Closed 5.222,68
8.60
0.16%
Nasdaq Closed 16.340,87
5.40
−0.03%

May 10, 2024 11:23 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 38.229,11
155.13
0.41%
Hang Seng Closed 18.963,68
425.87
2.30%
Shanghai Comp Closed 3.154,55
0.23
0.01%
FTSE 100 Closed 8.433,76
52.41
0.63%
DAX Closed 18.772,85
86.25
0.46%

May 10, 2024 6:00 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
Gold (May) Closed 2.339,50
0.00
0.00%
Silver (May) Closed 28,31
0.14
0.51%
Platinum (May) Closed 973,80
0.00
0.00%
Light Crude (Jun) Closed 78,20
1.00
−1.26%
Natural Gas (Jun) Closed 2,25
0.05
−2.13%

May 10, 2024 11:00 PM GMT+2
About


U.S. BAROMETER CLOSED

Val Core Gwth Lg 0.37 0.22 0.19 Mid 0.05 0.06 0.18 Sm −0.41 −0.05 −0.50

May 10, 2024 10:21 PM GMT+2


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Novavax
4.41
98.66%
SoundHound AI
0.34
7.16%
Tesla
3.50
−2.04%
Palantir Technologies
0.54
−2.55%
Marathon Digital Holdings
2.49
−12.67%
Ford Motor Company
0.14
−1.15%
Apple
1.52
−0.82%
NIO Inc.
0.26
−4.88%
Intel Corp
0.24
−0.80%
Advanced Micro Devices
0.47
−0.31%


May 11, 2024 2:01 AM GMT+2


NEWS

 * S&P/TSX Composite Index Ends the Week 1.65% Higher at 22308.93 — Data Talk |
   Dow Jones
 * IPC Indice de Precios Y Cotizaciones Ends the Week 1.02% Higher at 57718.04 —
   Data Talk | Dow Jones
 * S&P MERVAL Index Ends the Week 3.06% Lower at 1407510.54 — Data Talk | Dow
   Jones
 * Bovespa Index Ends the Week 0.71% Lower at 127599.57 — Data Talk | Dow Jones
 * DJIA Rises 2.16% This Week to 39512.84 — Data Talk | Dow Jones
 * NASDAQ Composite Rises 1.14% This Week to 16340.87 — Data Talk | Dow Jones
 * S&P 500 Rises 1.85% This Week to 5222.68 — Data Talk | Dow Jones
 * Producer Prices and Consumer Prices on Tap — Data Week Ahead | Dow Jones
 * National Grid on Track for Highest Close Since May 2023 — Data Talk | Dow
   Jones
 * The Week in Oil: Global Demand Outlook, Gaza War in Focus | Dow Jones


Recommended Newsletters Company Earnings US Market Outlook 33 Undervalued Stocks
10 Best Companies to Invest in Now A Road Map for Retirees Portfolio Basics


FEATURES

Watch

Today’s Market Volatility Could Provide Tomorrow’s Opportunities
Plus, the Medicare changes that could save recipients money.
Ivanna Hampton, Mark Miller, Sarah Hansen
Tech Stock Dividends Are Changing the Face of Dividend Growth Investing
Bella Albrecht
Where to Stash Your Cash
Margaret Giles
The Best Gaming Stocks to Buy
Margaret Giles
10 Best Growth Stocks to Buy for the Long Term
Margaret Giles
Undervalued by 28%, This Stock Is a Buy for Patient Investors
Karen Andersen
Morningstar’s Why
Reflecting on 40 years.
Don Phillips
Ed Slott: How Rules on Eligible Designated Beneficiaries Changed for Inherited
IRAs
Christine Benz
6 Top-Performing TIPS Funds
Frank Lee


EARNINGS SEASON

After Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?
William Kerwin
 * Is Home Depot Stock a Buy Going Into Earnings?
 * Is Coinbase Stock a Buy After Earnings?
 * Is Palantir Stock a Buy After Earnings?
 * Roblox: Weakening Engagement Weighs On Growth
 * Energy Transfer: M&A Drives Guidance Increase
 * Arm: Shares Fall as 2025 Guidance Disappoints

 * Is Microsoft Stock a Buy After Earnings?
 * Is Alphabet Stock a Buy After Earnings?
 * Is Amazon Stock a Buy After Earnings?
 * Is ServiceNow Stock a Buy After Earnings?
 * Is Berkshire Hathaway Stock a Buy After Earnings?
 * Read More Company Earnings Updates


MARKET INSIGHTS

What Higher Inflation Means for Stock/Bond Correlations
Amy C. Arnott
 * TIPS or I Bonds? A Look at the Pros and Cons
 * For Bond Investors, Delayed Rate Cuts Demand a Different Playbook

Bond Investors Have New Options for High Yields
Max Curtin
The Active Equity ETF Leaderboard
Stephen Welch
We Expect GDP Growth to Weaken Until Fed Starts Cutting Interest Rates
Preston Caldwell
3 Stocks to Buy and 3 Stocks to Sell After Earnings
David Sekera, Susan Dziubinski
 * Considering Private Equity? Think Twice Before Investing in Business
   Development Companies
 * Opportunities After an Ugly Month for Stocks
 * 4 Reasons the Economy Has Been Resilient
 * Shareholder Activism at Two Major Companies
 * Winners and Losers In the Spot Bitcoin ETF Race


INVESTMENT PICKS

The 10 Best Dividend Stocks
Susan Dziubinski
The Best Technology Stocks to Buy
Sbidag Demerjian
 * 3 Dividend Stocks for May
 * 2 Great Large-Cap ETFs
 * 3 Dividend Stocks That Warren Buffett Likes
 * This Vanguard ETF Navigates Emerging Markets with a Low-Cost Strategy

The 10 Best Companies to Invest in Now
Margaret Giles
10 of the Best Fund Managers
Susan Dziubinski
 * 4 Utility Stocks to Play the AI Data Center Boom
 * 3 Core Bond Funds for the Long Haul
 * 10 Best Blue-Chip Stocks to Buy for the Long Term
 * 11 Top-Performing Large-Blend Funds
 * The Best Companies to Own: 2024 Edition
 * 4 Undervalued Semiconductor Stocks


PERSONAL FINANCE

5 Steps Women Can Take to Stave off a Retirement Shortfall
Use these questions to get started.
Does Your Portfolio Need a Risk Audit?
Christine Benz, Susan Dziubinski
Greg McBride: ‘Successful Saving Is All About the Habit’
Christine Benz, Amy C. Arnott


NEW GRADUATES: GET STARTED WITH INVESTING

A Financial Guide on What to Do After College
Carole Hodorowicz
Portfolio Basics: How to Build an Investment Portfolio
Amy C. Arnott
An Investing Guide for Every Life Stage
Margaret Giles


SPECIALISTS

More
Christine Benz
TIPS or I Bonds? A Look at the Pros and Cons
John Rekenthaler
Bill Gross Warns Investors to Steer Clear of Bond Funds
David Sekera
Where We See Opportunities After an Ugly Month for Stocks
Susan Dziubinski
The 10 Best Dividend Stocks
Amy C Arnott
What Higher Inflation Means for Stock/Bond Correlations
Jason Kephart, Samantha Lamas
Is a New Age on the Horizon for 401(k) Participants?
Russel Kinnel
4 Big Fund Downgrades


VIDEOS

More
Warren Buffett's Berkshire Hathaway



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3 Stocks With High Dividend Yields That Warren Buffett Likes
Watch

3 Dividend Stocks for May 2024
Watch

3 Stocks to Buy and 3 Stocks to Sell After Earnings
Watch

What’s Going on With Apple, Tesla, and Alphabet?
Watch

3 Core Bond Funds for the Long Haul
Watch

Higher Interest Rates Stick Around
Watch

What Your Asset Mix in Retirement Should Be During Higher Interest Rates



TOPICS

Alternative Investments
Bonds
Economy
ETFs
Financial Advisors
Funds
Markets
Personal Finance
Portfolio Construction
Retirement
Stocks
Sustainable Investing
Company Reports




STOCKS

More
Watch

3 Stocks With High Dividend Yields That Warren Buffett Likes
The dividend yields on these stocks in Berkshire Hathway’s portfolio are twice
that of the market.
Susan Dziubinski
3 Dividend Stocks for May 2024
The dividend prospects of three firms with wide or narrow Morningstar Economic
Moat Ratings.
David Harrell
The DNA of a Warren Buffett Company
Companies that make it into Berkshire Hathaway’s portfolio have some common
threads in their genetic code.
Amy C Arnott
What Is the Mystery Warren Buffett Stock?
Our seven best guesses on what stock Berkshire bought.
Carole Hodorowicz
10 Questions for Berkshire Hathaway’s 2024 Annual Meeting
Here’s what we’d like to hear Warren Buffett and his team discuss this year.
Greggory Warren


PERSONAL FINANCE

More
TIPS or I Bonds? A Look at the Pros and Cons
I bonds boast tax advantages, but purchase limits reduce appeal.
Christine Benz
5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio.
Christine Benz
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
The waiver for certain beneficiaries subject to the 10-year rule has been
extended to 2024. Here’s what to know.
Denise Appleby
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the
history of retirement-income solutions.
Jason Kephart
How Marriage Can Impact Your Health Insurance and Taxes
And more financial tips for women on family care planning, donations, and the
wash-sale rule.
Sheryl Rowling



BEST COMPANIES OF 2024

More
The Best Companies to Own: 2024 Edition
These companies stand out from the competition and can be good choices for
long-term investing.
The Best International Companies to Own
These companies from various corners of the globe are well positioned for the
future.
Emelia Fredlick, Margaret Giles
The Best Innovative Companies to Own
These companies are expected to benefit from disruptive technologies.
Margaret Giles
The Best Financial-Services Companies to Own
What drives these firms’ competitive advantages varies by industry.
Margaret Giles
The Best Sustainable Companies to Own
We believe these companies’ strong ESG management practices give them a
long-term advantage.
Emelia Fredlick


FUNDS

More
T. Rowe Price Overseas Stock’s Rating Drops Ahead of Manager Departure
Here are the Morningstar Medalist Rating highlights from April.
Ken Noguchi
3 Core Bond Funds for the Long Haul
Bonds provide an appealing return for much less risk than stocks.
Russel Kinnel
Why Investors Are Looking to Japan for Returns
Optimism emerges after a rough stretch.
Adam Sabban
10 of the Best Fund Managers
These high-conviction funds investing in large-cap stocks all earn Morningstar’s
top rating in 2024.
Susan Dziubinski
11 Top-Performing Large-Blend Funds
Offerings from JPMorgan, T. Rowe Price, and Fidelity stand out.
Kumudini Devalla


ADVISOR INSIGHTS

More
What to Know About the Federal Thrift Savings Plan TSP G Fund
Be mindful of the opportunity costs of this conservative investing option.
Janet Yang Rohr
What the New DOL Fiduciary Rule Means for Your Clients
Retirement savers get new protections as DOL extends fiduciary standard to IRAs.
Sheryl Rowling
The Advantage of Low Stock Market Expectations
Small caps are unloved, but that could make them a good opportunity for
investors.
Danny Noonan
Are You an Investment Historian or a Futurist?
Each approach has its advantages—and drawbacks.
John Rekenthaler
Make These Investing Moves Now for a Better Tax Day in 2025
Also, Bank of America’s fight during the proxy-voting season and Tesla’s likely
signal that it’s now focusing on profits.
Sheryl Rowling


RETIREMENT PLANNING

More
Watch

What Your Asset Mix in Retirement Should Be During Higher Interest Rates
Despite attractive yields on cash and bonds, some retirees may still need a more
aggressive portfolio.
Christine Benz
What’s Your Retirement Income Style?
Let’s stop bickering about the ‘right’ way to generate retirement cash flows.
Christine Benz
Generating Retirement Income Just Got Easier—or Did It?
A new breed of target-date fund provides insurance against running out of money
in retirement.
Jason Kephart
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the
history of retirement-income solutions.
Jason Kephart
The IRS Extends Waiver of Excise Tax for 10-Year Beneficiaries, but Not RMDs
The rules differ for each and determine your obligations.
Denise Appleby


SUSTAINABLE INVESTING

More
Defense Contractors Face Shareholders’ Climate Demands
Plus, investors take on recycling claims at Kraft Heinz, and other items from
proxy-voting season.
Leslie P. Norton
Defense Contractors Face Shareholders’ Climate Demands
Plus, investors take on recycling claims at Kraft Heinz, and other items from
proxy-voting season.
Leslie P. Norton
Berkshire Hathaway Shareholders Push for Progress on Climate, Workplace
Diversity
Proxy-voting proposals won significant support from independent shareholders in
2023.
Leslie P. Norton
What’s Ahead for Clean Energy?
The sector is about very specific names. Here are two stocks our analyst likes.
Leslie P. Norton
Amid Outflows, Fidelity and Vanguard a Bright Spot for US Sustainable Funds in
Q1
Two iShares ETFs account for half the withdrawals.
Mahi Roy


FUNDS

More
T. Rowe Price Overseas Stock’s Rating Drops Ahead of Manager Departure
3 Core Bond Funds for the Long Haul
Why Investors Are Looking to Japan for Returns
10 of the Best Fund Managers
11 Top-Performing Large-Blend Funds


STOCKS

More
3 Stocks With High Dividend Yields That Warren Buffett Likes
3 Dividend Stocks for May 2024
The DNA of a Warren Buffett Company
What Is the Mystery Warren Buffett Stock?
10 Questions for Berkshire Hathaway’s 2024 Annual Meeting


ETFS

More
This Vanguard ETF Navigates Emerging Markets with a Low-Cost Strategy
ETF Flows Trend Down in April
Worst-Performing Stock ETFs for the Month
Top-Performing Stock ETFs for the Month
High Equity Yields Often Come at a Cost


BONDS

More
This One Tweak Could Improve Your Bond Portfolio in Q2
JPMorgan Core Bond’s Deep Team and Disciplined Approach Earn It an Upgrade
5 Top-Performing Core Bond Funds
A Way to Protect Your Portfolio Against Bond Price Drops
3 Bond Funds for All Yield Seasons


PERSONAL FINANCE

More
TIPS or I Bonds? A Look at the Pros and Cons
5 Steps to a Minimalist Portfolio
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
Is a New Age on the Horizon for 401(k) Participants?
How Marriage Can Impact Your Health Insurance and Taxes


SUSTAINABLE INVESTING

More
Defense Contractors Face Shareholders’ Climate Demands
Defense Contractors Face Shareholders’ Climate Demands
Berkshire Hathaway Shareholders Push for Progress on Climate, Workplace
Diversity
What’s Ahead for Clean Energy?
Amid Outflows, Fidelity and Vanguard a Bright Spot for US Sustainable Funds in
Q1


FINANCIAL ADVISORS

More
What the New DOL Fiduciary Rule Means for Your Clients
How Marriage Can Impact Your Health Insurance and Taxes
The Advantage of Low Stock Market Expectations
Are You an Investment Historian or a Futurist?
Is a New Age on the Horizon for 401(k) Participants?


BEST MUTUAL FUND INVESTMENTS

More
Medalist Funds
U.S. Index Funds
Index Medalist Funds
Bond Index Funds
Small Cap Funds


BEST STOCK INVESTMENTS

More
Five Star Stocks
Wide Moat Undervalued Stocks
Core Stock Funds
Wide Moat Stocks
Moats on Sale


BEST ETF INVESTMENTS

More
Gold Rated ETFs
Medalist ETFs
Core Medalist ETFs
Medalist Bond ETFs
Sector ETFs


BEST BOND INVESTMENTS

More
Bond Index Funds
Core Bond Funds
High Yield Bonds
Foreign Bond Funds


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