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Advertisement Skip to Content * For Investors * For Business * About Us * Get 7 Days Free * * Sign In Sign In * Topics * Investing Ideas * Markets * Stocks * Funds * ETFs * Bonds * Portfolio * Markets * Stocks * Funds * ETFs * Bonds * Investing Ideas * Best Investments * Christine Benz’s Portfolios * Best Companies to Own * Best ETFs * Guide to 529 Plans * Asset Management Companies * Topics * Portfolio Construction * Economy * Sustainable Investing * Personal Finance * Retirement * Save for College * Start Investing * For Advisors * Alternative Investments * Media * Podcasts * Free Email Newsletters * Morningstar Magazine * Videos * Investing Definitions * Just For Investors * Morningstar Investor * Morningstar Investor Newsletters * Legacy Portfolio Manager MORNINGSTAR.COM MARKETS MARKET INDEXES Morningstar Indexes Morningstar U.S. Global Commodities Market Indexes Name Value Change Change (%) US Market Closed 10,684.45 9.20 0.09% US Mid Cap Closed 13,106.85 76.87 0.59% US Small Cap Closed 11,555.57 134.58 1.18% US Sustainability Closed 2,908.25 3.44 −0.12% Women's Empowerment Closed 1,631.79 2.56 0.16% Societal Development Closed 1,247.95 4.52 0.36% Oct 17, 2023 9:21 PM GMT+1 About Market Indexes Name Value Change Change (%) US Cyclical Closed 12,404.86 52.58 0.43% US Sensitive Closed 19,760.93 22.88 −0.12% US Defensive Closed 13,961.23 15.26 0.11% Oct 17, 2023 9:21 PM GMT+1 About Market Indexes Name Value Change Change (%) US Market Closed 10,684.45 9.20 0.09% US Large Cap Closed 9,735.39 13.49 −0.14% US Mid Cap Closed 13,106.85 76.87 0.59% US Small Cap Closed 11,555.57 134.58 1.18% DJIA Closed 33,997.65 13.11 0.04% S&P 500 Closed 4,373.20 0.43 −0.01% Nasdaq 13,533.75 34.24 −0.25% Oct 17, 2023 9:21 PM GMT+1 About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 32,040.29 381.26 1.20% Hang Seng Closed 17,773.34 132.98 0.75% Shanghai Comp Closed 3,083.50 9.68 0.32% FTSE 100 Closed 7,675.21 44.58 0.58% DAX Closed 15,251.69 13.70 0.09% Oct 17, 2023 4:55 PM GMT+1 About Market Indexes Name Value Change Change (%) Gold 1,925.80 1.60 0.08% Silver 22.65 0.25 1.12% Platinum Closed 875.50 6.50 0.73% Light Crude 87.30 0.64 0.74% Natural Gas 3.07 0.04 −1.32% Oct 17, 2023 9:34 PM GMT+1 About U.S. BAROMETER CLOSED Val Core Gwth Lg 0.32 0.10 −0.19 Mid 0.75 0.59 0.44 Sm 1.40 1.11 1.03 Oct 17, 2023 9:21 PM GMT+1 GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Bank of America Corp 0.63 2.33% Tesla 0.93 0.37% Southwestern Energy Company 0.56 8.27% NVIDIA Corp 21.57 −4.68% Organon & Co 0.42 −2.49% Apple 1.57 −0.88% Palantir Technologies 0.48 2.77% Advanced Micro Devices 1.32 −1.24% Amazon.com 1.08 −0.81% Lucid Group 0.28 −5.30% Oct 17, 2023 5:29 PM GMT+1 NEWS * NASDAQ Composite Falls 0.25% to 13533.75 — Data Talk | Dow Jones * DJIA Rises 0.04% to 33997.65 — Data Talk | Dow Jones * S&P 500 Falls 0.01% to 4373.20 — Data Talk | Dow Jones * Trending: Lockheed Profit Down, Backlog 'Robust' | Dow Jones * BP on Track for Longest Winning Streak Since September 2017 — Data Talk | Dow Jones * Adidas Upgrades Full-Year Guidance Despite Revenue, Operating Profit Fall | Dow Jones * Nordic Stocks Declined Tuesday; Nordic Semiconductor Posted Biggest Loss | Dow Jones * FTSE 100 Index Ends 0.58% Higher at 7675.21 — Data Talk | Dow Jones * DAX Ends 0.09% Higher at 15251.69 — Data Talk | Dow Jones * STOXX Europe 600 Index Ends 0.10% Lower at 449.76 — Data Talk | Dow Jones Recommended Newsletters When Will the Fed Cut Interest Rates? 10 Top Dividend Stocks The Best Vanguard Funds It’s Time to Consider TIPS 20 IRA Mistakes to Avoid FEATURES How to Take Advantage of Today’s High TIPS Yields During Retirement A long-awaited investment opportunity has finally arrived. John Rekenthaler 3 Cheap International Stocks to Buy Susan Dziubinski How to Use Short-Term Bonds in a Portfolio Amy Arnott 5 Undervalued Stocks to Buy for a ‘Higher for Longer’ Interest-Rate Environment David Sekera, Susan Dziubinski Why the Budget Deficit Suddenly Matters Tom Lauricella The Best Bond Funds Susan Dziubinski Three Lessons From the 60/40 Portfolio’s Stumble John Rekenthaler 18 Model Portfolios for Vanguard Investors Christine Benz Down More Than 40% in 2023, This Stock Is a Buy for Contrarians Dan Su EARNINGS SEASON Going into Earnings, Is General Electric Stock a Buy, a Sell, or Fairly Valued? Joshua Aguilar Going Into Earnings, Is Alphabet Stock a Buy, Sell, or Fairly Valued? Ali Mogharabi Charles Schwab Earnings: Revenue Downturn Showing Signs of Stabilization Michael Wong * Goldman Sachs Earnings: Removing Distractions for Potentially Strong Leverage to Market Recovery * Johnson & Johnson Earnings: Solid Results * Arm Holdings Stock: Wide Moat, but Looks Expensive * Managed Care Stocks: Winners and Losers from the New Medicare Advantage Star Ratings * UAW’s Strike Fund Shouldn’t Outlast Automaker Liquidity, but Will Firms Use Their Funds? * Pfizer: Lowered COVID-19 Product Sales Guidance Offset by Cost Reduction Program * Moderna: Shares Remain Deeply Undervalued * BioNTech: Shares Remain Undervalued PERSONAL FINANCE How to Conduct Your Own Portfolio Makeover Christine Benz Abandoned Retirement Accounts: The Downside of Automatic Enrollment? Jessica Bebel Falling Mutual Fund, ETF Fees a ‘Big Win for Investors’ Bryan Armour, Ivanna Hampton How to Use Municipal-Bond Funds in a Portfolio Amy Arnott * How to Build an Investment Portfolio * Best Investments to Own During a Recession * Are Target-Date Funds Good Investments? * The IRS Debunks Tax Advice Shared on TikTok * A Tax-Aware Alternative to Cash * What to Do With Your 401(k) When You Retire * 5 Ways to Be a More Tax-Savvy Investor in 2024 * 5 Financial To-Dos for Investors in Q4 * A Checklist for Open Enrollment Season * 4 Ways to Uncomplicate Your Retirement Portfolio MARKET INSIGHTS Our Outlook for the Economy, Stocks, Bonds, Interest Rates, and More David Sekera, Preston Caldwell, Susan Dziubinski Inflation News: Steady Interest Rates Seem Likely Preston Caldwell, Ivanna Hampton * 7 Charts on U.S. Fund Flows in September 2023 * What’s Happening In the Markets This Week * Why We Expect the Job Market to Slow in 2024 * What ‘Higher for Longer’ Interest Rates May Mean for Your Portfolio THE BEST OF THE BEST The Best Companies to Own: 2023 Edition These companies can be good choices for long-term investing. The Best Dividend Funds Susan Dziubinski * The Best International Companies to Own * The Best Innovative Companies to Own * 21 Best Healthcare Companies to Invest In * The Best Sustainable Companies to Own * The Best Financial-Services Companies to Own * The 10 Best Companies to Invest in Now INVESTMENT IDEAS A Dividend Aristocrat to Buy That’s 39% Undervalued and Yields 5% Kevin Brown 3 Utilities Stocks to Buy With the Sector At Its Cheapest Since 2009 Travis Miller * 33 Undervalued Stocks for Q4 * The Best Vanguard Funds * 3 High-Quality Stock ETFs * 10 Undervalued Wide-Moat Stocks * 5 Top-Performing Small-Growth ETFs SPECIALISTS More Christine Benz Are Target-Date Funds Good Investments? Amy Arnott How to Use Short-Term Bonds in a Portfolio John Rekenthaler Do Honest Countries Make the Best Investments? Samantha Lamas Financial Planning Tips for the Latino Community David Sekera Q4 Stock Market Outlook: Equities Undervalued After Retreat Susan Dziubinski 33 Undervalued Stocks Russel Kinnel The Thrilling 30 VIDEOS More Volume 0% Rewind 10 Seconds Next Up This ad will end in 12 Live 00:03 00:11 00:15 Chromecast Closed Captions Settings Fullscreen 3 Cheap Dividend Stocks to Buy With Growth Potential Watch 4 Stocks to Sell in Q4—and 4 Stocks to Buy Instead Watch Don’t Overreact to ‘Noisy’ September Jobs Report Watch The IRS Debunks Tax Advice Shared on TikTok Watch 3 Funds Betting Big on IPOs Watch 5 Ways to Be a More Tax-Savvy Investor in 2024 Watch 3 High-Quality Stock ETFs TOPICS Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal FinancePortfolio ConstructionRetirementStocksSustainable Investing STOCKS More Going Into Earnings, Is Bank of America Stock a Buy, a Sell, or Fairly Valued? We’ll be closely watching net interest income for clues on the profitability outlook. Eric Compton Down More Than 40% in 2023, This Stock Is a Buy for Contrarians We’re bullish on this cheap stock, which is 44% undervalued. Here’s why. Dan Su What Rising Bond Yields Mean for Q3 Bank Earnings Bank stock performance in 2023 has been driven by rates and not other fundamentals. Eric Compton Going Into Earnings, Is Charles Schwab Stock a Buy, a Sell, or Fairly Valued? Amid falling bond prices and rising funding costs, here’s what we think of Schwab’s stock. Michael Wong 5 Best Cheap Stocks to Buy Under $5 The undervalued stocks of these companies with economic moats trade for less than a fin. Susan Dziubinski PERSONAL FINANCE More Don’t Follow the Trading Herd Over the Cliff Ignore the short-term noise and stick to your investment plan. Larry Swedroe How to Improve Your Credit Score Understanding the key factors of your score can help you boost it. Margaret Giles 18 Model Portfolios for Vanguard Investors Straightforward investment mixes for retirees’ and savers’ tax-sheltered and taxable accounts. Christine Benz A Tax-Aware Alternative to Cash Exploring box spreads and their potential use cases. Madeline Hume A Checklist for Open Enrollment Season If you’re signing up for employer-provided benefits, don’t just re-up for last year’s choices. Christine Benz BEST COMPANIES OF 2023 More The Best Companies to Own: 2023 Edition These companies stand out from the competition and can be good choices for long-term investing. Best International Companies to Own: 2023 Edition These companies from various corners of the globe are well positioned for the future. Ruth Saldanha Best Innovative Companies to Own: 2023 Edition These companies are expected to benefit from disruptive technologies. Sachin Nagarajan Best Financial-Services Companies to Own: 2023 Edition What drives these firms’ competitive advantages varies by industry. Katherine Lynch Best Sustainable Companies to Own: 2023 Edition We believe these companies’ strong ESG management practices give them a long-term advantage. Leslie Norton FUNDS More The Best Funds for Rebalancing in 2023 These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations. Susan Dziubinski 10 Funds That Buy Like Buffett in 2023 These mutual funds hold the same stocks as Warren Buffett’s Berkshire Hathaway. David Kathman Despite Recent Struggles, Thematic Funds Are Here to Stay How to use our framework to assess the potential merits of a thematic investment. Kenneth Lamont Profitable Lessons From the Bad Timing of Other Investors Patience rewards, greed kills. Russel Kinnel U.S. Fund Flows: Widespread Outflows Defined March Investors fled stock funds for safer choices. Adam Sabban ADVISOR INSIGHTS More Tips for Expanding a Financial Advisory Without Compromising Client Service Step one: Formalize the partnership. That’s what we recommended for this father-and-son advisory duo. Sheryl Rowling How the 10-Year RMD Rules Work for Inherited IRAs Rules work differently for each class of beneficiary. Denise Appleby An Inside Look at Direct Indexing Direct indexing is becoming a key addition to financial advisors’ toolkits. Danny Noonan 5 Ways Investors Can Succeed by Knowing Their Limits You don’t know what you don’t know when investing. Jeffrey Ptak Why Advisors Should Care About Open Banking Advisors will get fuller view of clients’ financial picture. Sheryl Rowling RETIREMENT PLANNING More Watch What ‘Higher for Longer’ Interest Rates May Mean for Your Investment Portfolio Don’t let hawkish talk from the Federal Reserve upset your financial plan. Christine Benz Most People Say They Want to ‘Age in Place.’ But What Does That Really Mean? Three top factors that may affect your living decisions as you age. Mark Miller 5 Ways to Be a More Tax-Savvy Investor in 2024 Use these strategies to improve your portfolio’s aftertax results in the coming year. Christine Benz SEP IRA vs. Qualified Retirement Plan: Which Is Better for a Small Business? Knowing the key features makes it easier to choose. Denise Appleby Good News About RMDs in 2023 Increases to the required minimum distribution age, lower penalties, and more. Christine Benz SUSTAINABLE INVESTING More Best Sustainable Companies to Own: 2023 Edition We believe these companies’ strong ESG management practices give them a long-term advantage. Leslie Norton Beware of the ESG Risks in These 8 AI Companies A look at which companies are best positioned to navigate an AI-based future. Adam Fleck What Would Happen to ESG Proposals If Vanguard, BlackRock and State Street Didn’t Vote? There’s much stronger shareholder support for ESG resolutions than headline figures suggest. Lindsey Stewart How Will AI Affect Investors? Clues From This Year’s Annual Meetings Alphabet, Meta, and Amazon face human and digital rights-related shareholder proposals. Francesca Campo Nearly 70% of Asset Owners Say ESG Has Grown More Relevant to Investment Process ESG’s financial importance to institutional investors outweighs political discourse, Morningstar survey shows. Thomas Kuh FUNDS More How to Use Municipal-Bond Funds in a Portfolio Why Vanguard High Dividend Yield Index Earned an Upgrade to Gold Are Target-Date Funds Good Investments? How Fund Managers Should Think About Market Concentration 3 Funds Betting Big on IPOs STOCKS More Going Into Earnings, Is Bank of America Stock a Buy, a Sell, or Fairly Valued? Down More Than 40% in 2023, This Stock Is a Buy for Contrarians What Rising Bond Yields Mean for Q3 Bank Earnings Going Into Earnings, Is Charles Schwab Stock a Buy, a Sell, or Fairly Valued? 5 Best Cheap Stocks to Buy Under $5 ETFS More A Dose of Quality Keeps Risk at Bay for Value Funds 5 Top-Performing Small-Growth ETFs Should You Own a Covered-Call ETF Like JEPI? 3 High-Quality Stock ETFs ETF Investors Play the Hits in Q3 BONDS More Why Do Bond Yields Keep Rising? A Crucial Tipping Point for Bond Investors to Keep in Mind The Best Types of Bond Funds for the Core of a Portfolio 4 Reasons Bond Yields Are Rising How to Use Taxable Bonds in a Portfolio SAVE FOR RETIREMENT More What ‘Higher for Longer’ Interest Rates May Mean for Your Investment Portfolio Most People Say They Want to ‘Age in Place.’ But What Does That Really Mean? 5 Ways to Be a More Tax-Savvy Investor in 2024 SEP IRA vs. Qualified Retirement Plan: Which Is Better for a Small Business? Good News About RMDs in 2023 INVEST IN RETIREMENT More Will You Need Permission to Spend in Retirement? 4 Key Medicare Changes for 2023 Making the Most of Your Investments in Retirement What Secure 2.0 Means for Retirement-Plan Contributions How Higher Retirement Savings Limits Can Help You Catch Up PERSONAL FINANCE More Don’t Follow the Trading Herd Over the Cliff How to Improve Your Credit Score 18 Model Portfolios for Vanguard Investors A Tax-Aware Alternative to Cash A Checklist for Open Enrollment Season TAX PLANNING More Morningstar’s 2023 Tax Guide and IRA Resources 4 Strategies for an Organized Tax Season When Do I Get My Tax Refund? What You Can Learn From Your Tax Return 4 Charts to Improve Your Tax Management START INVESTING More Financial Tips for Young Adults How to Invest Like Warren Buffett A Comprehensive Guide to 529 College Savings Plans Should I Start Investing With Stocks or Mutual Funds? How Much Should I Have in My 401(k)? SAVE FOR COLLEGE More 529 Plans: What’s Changed and What’s the Same? 2 Top-Rated 529 Plans Morningstar 529 Ratings: The Top Plans and What They Offer The Best Way to Save for College A Comprehensive Guide to 529 College Savings Plans SUSTAINABLE INVESTING More Best Sustainable Companies to Own: 2023 Edition Beware of the ESG Risks in These 8 AI Companies What Would Happen to ESG Proposals If Vanguard, BlackRock and State Street Didn’t Vote? How Will AI Affect Investors? Clues From This Year’s Annual Meetings Nearly 70% of Asset Owners Say ESG Has Grown More Relevant to Investment Process FINANCIAL ADVISORS More 14 Charts Financial Advisors Should Show Clients How to Achieve Black Generational Wealth Tips for Expanding a Financial Advisory Without Compromising Client Service How the 10-Year RMD Rules Work for Inherited IRAs An Inside Look at Direct Indexing SPONSOR CENTER Transparency is our policy. Learn how it impacts everything we do Read More Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business. HOW WE MAKE MONEY We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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