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MORNINGSTAR.COM




MARKETS


MARKET INDEXES

Morningstar Indexes
Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market

11,172.06
12.70
0.11%
US Mid Cap

13,665.41
80.64
0.59%
US Small Cap

12,009.74
131.91
1.11%
US Sustainability

3,077.20
3.87
0.13%
Women's Empowerment

1,718.61
3.32
0.19%
Societal Development

1,309.35
2.80
0.21%

Dec 1, 2023 5:10 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
US Cyclical

13,157.30
43.50
0.33%
US Sensitive

20,743.08
0.33
0.00%
US Defensive

14,181.66
11.55
0.08%

Dec 1, 2023 5:10 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
US Market

11,172.06
12.70
0.11%
US Large Cap

10,192.77
9.80
−0.10%
US Mid Cap

13,665.41
80.64
0.59%
US Small Cap

12,009.74
131.91
1.11%
DJIA

36,015.14
64.25
0.18%
S&P 500

4,569.88
2.08
0.05%
Nasdaq

14,202.45
23.77
−0.17%

Dec 1, 2023 5:10 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 33,431.51
55.38
−0.17%
Hang Seng Closed 16,830.30
212.58
−1.25%
Shanghai Comp Closed 3,031.64
1.96
0.06%
FTSE 100

7,532.81
79.06
1.06%
DAX

16,349.14
133.71
0.82%

Dec 1, 2023 4:54 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
Gold (Dec) 2,051.10
13.00
0.64%
Silver (Dec) 25.33
0.03
0.13%
Platinum (Dec) Closed 930.20
0.00
0.00%
Light Crude (Jan) 76.01
0.05
0.07%
Natural Gas (Jan) 2.82
0.02
0.75%

Dec 1, 2023 4:59 PM GMT+1
About


U.S. BAROMETER

Val Core Gwth Lg 0.15 0.08 0.03 Mid 0.58 0.64 0.55 Sm 1.08 0.95 1.31

Dec 1, 2023 5:10 PM GMT+1


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Tesla
3.51
−1.46%
Pfizer
1.38
−4.53%
CleanSpark
1.22
19.58%
UiPath
4.97
25.16%
Marathon Digital Holdings
1.09
9.10%
Palantir Technologies
0.26
−1.30%
NIO Inc.
0.17
−2.41%
Ford Motor Company
0.17
1.66%
Advanced Micro Devices
0.95
−0.79%
Intel Corp
1.41
−3.14%


Dec 1, 2023 4:53 PM GMT+1


NEWS

 * Wells Fargo on Track for Longest Winning Streak Since October 2019 — Data
   Talk | Dow Jones
 * Starbucks Currently Down 10 Consecutive Days, on Pace for Longest Losing
   Streak Since November 2008 — Data Talk | Dow Jones
 * U.S. Factory Activity Stays Sluggish in November — ISM | Dow Jones
 * Pfizer Down Over 6%, on Track for Lowest Close Since March 2020 — Data Talk |
   Dow Jones
 * Worldline Shares Jump on Report Credit Agricole Is Weighing Stake | Dow Jones
 * National Bank of Canada Segments Growth Drive 4Q Profit, Revenue Rise | Dow
   Jones
 * National Bank of Canada Boosts Dividend by 3.9%, Sets Stock Buyback | Dow
   Jones
 * Bank of Montreal 4Q Profit, Revenue Down as Costs, Provisions Drag | Dow
   Jones
 * North American Morning Briefing: S&P 500 Futures Steady as Powell Comments
   Awaited | Dow Jones
 * North American Morning Briefing: S&P 500 Futures -2- | Dow Jones


Recommended Newsletters 10 Best Dividend Stocks Best Investments for a Recession
60/40 Portfolio Lessons The Thrilling 30 The Best Vanguard Funds The Best
Companies to Own


FEATURES

Watch

Should You Invest in Stocks, Bonds, or a 5% CD?
Here’s how to think about your asset allocation amid today's attractive cash
yields.
Christine Benz
 * Morningstar’s Top Minimalist Fund Picks to Simplify Your Retirement Portfolio

Mutual Fund Strategies Don’t Belong on Trial
John Rekenthaler
The 10 Best Companies to Invest in Now
Margaret Giles
7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch
Tom Lauricella
Dodge & Cox Leader’s Personal Trading Unlikely to Have Been Unethical
What to make of a news report that suggested CIO David Hoeft personally profited
from fund moves.
Tony Thomas
Why This Vanguard Inflation Fighter Gets a High Rating
Paul Olmsted
10 Cheap Dividend-Growth Stocks to Buy
Susan Dziubinski
Undervalued by 45%, This Wide-Moat Stock Is a Buy This Holiday Season
Sean Dunlop
3 Great Funds for Contrarians in 2024
Susan Dziubinski


STOCK ANALYST UPDATES

Apple: We Advise Waiting for a Pullback Before Investing
William Kerwin
Snowflake: Long-Term Upside Is Far From Melting
Julie Bhusal Sharma
 * Is Target Stock a Buy After Earnings?
 * Is Walmart Stock a Buy After Earnings?
 * Is Nvidia a Buy After Earnings?
 * Is Alibaba Stock a Buy After Earnings?
 * Is Home Depot Stock a Buy After Earnings?


REMEMBERING CHARLIE MUNGER

Final Thoughts From Charlie Munger on Apple, Warren Buffett, and the Big Costco
Error
James Gruber
 * What We’ve Learned From Warren Buffett and Charlie Munger

Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and
Warren Buffett
Greggory Warren
12 Lessons on Money and More From Charlie Munger and Warren Buffett
Haywood Kelly


INVESTING IDEAS

3 Gold-Rated Funds Whose Managers Love Healthcare Stocks
Drew Carter
4 Top Stocks to Buy on Sale
Plus, our take on Nvidia’s earnings and retail sales expectations for the fourth
quarter.
 * 6 Gold-Rated Funds With Big Yields
 * 4 Stocks That Benefit From Interest-Free Sources of Capital
 * 3 High-Quality Stocks to Buy on Weakness
 * 5 Top-Performing Corporate Bond Funds With High Yields
 * Are Small-Cap Stocks Worth Investing In?


COP28: 2023 CLIMATE CHANGE CONFERENCE UNDERWAY

Top Stocks for Climate-Focused Investors
Alyssa Stankiewicz
10 Clean Energy Funds to Freshen Up Your Portfolio
Alyssa Stankiewicz
 * Want to Invest in Nuclear Energy? The True Winner Is Found in These Funds
 * What a Warmer Future Means for Oil & Gas Stocks
 * How to Analyze a Company’s Climate Transition Plan
 * A Look at Climate-Related Shareholder Proposals


INVESTOR INSIGHTS

What’s Really Driving Inflation and Bond Yields?
John Rekenthaler
Who Can Best Manage Your Investments?
Sheryl Rowling
Mike Moran: Taking the Temperature on Retirement Readiness
Christine Benz


PERSONAL FINANCE

7 Great Investing Books for Beginners
Carole Hodorowicz
6 Conversations About Money to Have With Your Family Over the Holidays
Amy C Arnott
Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help
Madeline Hume


YEAR-END FINANCIAL TO-DO'S

Don’t Rule Out Tax-Loss Selling as 2023 Winds Down
Christine Benz
It’s Time for a Checkup on Your Medicare Coverage
Mark Miller
 * Top 10 Tax-Loss Swaps to Make Before Year-End
 * Morningstar’s Tax Guide and IRA Resources
 * How to Manage Capital Gains Distributions From Your Funds in 2023
 * Must-Knows About Required Minimum Distributions as 2023 Winds Down


SPECIALISTS

More
Susan Dziubinski
10 Cheap Dividend-Growth Stocks to Buy
Amy C Arnott
6 Conversations About Money to Have With Your Family Over the Holidays
David Sekera
Which Stocks Are Well Positioned for 2023 Holiday Sales?
Christine Benz
3 Tax-Friendly Charitable-Giving Strategies for Retirees
John Rekenthaler
What’s Really Driving Inflation and Bond Yields?
Russel Kinnel
6 Gold-Rated Funds With Big Yields
Samantha Lamas
Why It’s Important to Retire With Purpose


VIDEOS

More
- As 2023 winds down, some investors may be looking



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3 Great Funds for Contrarians in 2024
Watch

Are Small-Cap Stocks Worth Investing In?
Watch

4 Top Stocks to Buy on Sale
Watch

Make the Most of Your HSA Benefits and Investments in 2024
Watch

3 Stocks to Sell and 3 Stocks to Buy Before 2024
Watch

2 Warren Buffett Stocks to Sell
Watch

Travel Stocks to Consider This Holiday Season



TOPICS

Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal
FinancePortfolio ConstructionRetirementStocksSustainable InvestingCompany
Reports




STOCKS

More
10 Cheap Dividend-Growth Stocks to Buy
The stocks of these companies with a history of raising their dividends look
undervalued heading into 2024.
Susan Dziubinski
Are Small-Cap Stocks Worth Investing In?
Given their chronic underperformance, it’s a fair question.
Dan Lefkovitz
2 Warren Buffett Stocks to Sell
These stocks in Berkshire Hathaway’s portfolio look overpriced today.
Susan Dziubinski
5 Themes From Q3 Earnings Season
Consumer spending is down, defense stocks are up, and more.
Michael Field
Top 10 Tax-Loss Swaps to Make Before Year-End
Before the ball drops on New Year’s, reduce next year’s tax bill by selling your
losers and swapping into undervalued stocks.
David Sekera


PERSONAL FINANCE

More
6 Conversations About Money to Have With Your Family Over the Holidays
Carve out some time to discuss financial planning.
Amy C Arnott
12 Minimalist Portfolios You Don’t Have to Babysit
Low-maintenance, low-cost investment mixes for retirees, younger savers, and
everyone in between.
Christine Benz
Does the Apple Savings Account Live Up to the Hype?
How this high-yield savings account stacks up to other options.
Amy C Arnott
Don’t Rule Out Tax-Loss Selling as 2023 Winds Down
Despite strong gains for the broad market, investors may find tax losses in
their equity and bond portfolios.
Christine Benz
It’s Open Enrollment Season. Have You Taken a Good Look at an HSA?
For high-income investors, the high-deductible healthcare plan/HSA combo is
close to a no-brainer.
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
Watch

3 Great Funds for Contrarians in 2024
These highly rated funds hail from a part of the market that’s out of favor in
2023.
Susan Dziubinski
Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help
Comparing the top 10 providers.
Madeline Hume
3 Gold-Rated Funds Whose Managers Love Healthcare Stocks
Although the sector has suffered recently, it won’t hurt these well-run funds
forever.
Drew Carter
Why This Vanguard International Index Fund Is Highly Rated
Vanguard FTSE Developed Market Index offers comprehensive exposure to foreign
developed markets on the cheap.
Zachary Evens
5 Top-Performing Corporate Bond Funds With High Yields
These funds have outperformed in 2023 and come with high yields for investors.
Katherine Lynch


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
Must-Knows About Employee Stock Options
How to balance the tax and investment considerations.
Christine Benz
Why I’m Reimagining My Retirement
My sandwich-generation crunch changed how I’m planning to live and invest in my
later years.
Laura Lallos
Why It’s Important to Retire With Purpose
Retirement isn’t the freedom from work, but the freedom to do your life’s work.
Samantha Lamas
Worried About Long-Term Care Expenses? Let’s Do Something About It.
How a fourth portfolio bucket can help.
Christine Benz
We Need to Talk About Your Retirement ‘Spending’
Big inheritances can be a sign of underconsumption and suboptimal planning.
Christine Benz


SUSTAINABLE INVESTING

More
Top Stocks for Climate-Focused Investors
These stocks are highly rated by Morningstar analysts and commonly held in
climate funds.
Alyssa Stankiewicz
What Stocks Do ESG Funds Own?
The case for these three stocks held in sustainable large-cap funds.
Francesca Campo
ESG Asset Manager Impax Is Down. Is It Worth 50% More?
What could drive Impax shares? Global warming, ‘authenticity,’ and sheer
cheapness.
Leslie P. Norton
Sustainable Funds Hit by Weaker Demand in Q3 2023
Investors pulled $2.7 billion from U.S. sustainable funds, for fourth
consecutive quarter of outflows, amid rising energy prices and political
backlash.
Alyssa Stankiewicz
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
3 Great Funds for Contrarians in 2024
Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help
3 Gold-Rated Funds Whose Managers Love Healthcare Stocks
Why This Vanguard International Index Fund Is Highly Rated
5 Top-Performing Corporate Bond Funds With High Yields


STOCKS

More
10 Cheap Dividend-Growth Stocks to Buy
Are Small-Cap Stocks Worth Investing In?
2 Warren Buffett Stocks to Sell
5 Themes From Q3 Earnings Season
Top 10 Tax-Loss Swaps to Make Before Year-End


ETFS

More
Here’s Why Active ETFs Are So Hot Right Now
Bond Ladder ETFs Can Help Investors Climb Higher
3 Best New ETFs of 2023
3 Hottest-Selling ETFs
Spot Bitcoin ETFs Inch Closer to Their Debut


BONDS

More
With Yields Above 4.6%, Intermediate Bonds Have Passed a Tipping Point
What Is ‘Normal’ for Interest Rates?
How to Use Short-Term Bonds in a Portfolio
Why Do Bond Yields Keep Rising?
A Crucial Tipping Point for Bond Investors to Keep in Mind


SAVE FOR RETIREMENT

More
Must-Knows About Employee Stock Options
Why I’m Reimagining My Retirement
Why It’s Important to Retire With Purpose
Worried About Long-Term Care Expenses? Let’s Do Something About It.
We Need to Talk About Your Retirement ‘Spending’


INVEST IN RETIREMENT

More
The Good News on Safe Withdrawal Rates
Must-Knows About Required Minimum Distributions as 2023 Winds Down
Yes, RMDs Can Improve Your Portfolio
Year-End Charitable-Giving Strategies
5 Money Mistakes to Avoid in Q4 2023


PERSONAL FINANCE

More
6 Conversations About Money to Have With Your Family Over the Holidays
12 Minimalist Portfolios You Don’t Have to Babysit
Does the Apple Savings Account Live Up to the Hype?
Don’t Rule Out Tax-Loss Selling as 2023 Winds Down
It’s Open Enrollment Season. Have You Taken a Good Look at an HSA?


TAX PLANNING

More
Taking Tax-Loss Harvesting to the Next Level
How to Give to Charity and Save on Taxes
A New Way to Achieve Charitable Goals While Saving on Taxes
Morningstar’s 2023 Tax Guide and IRA Resources
4 Strategies for an Organized Tax Season


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
Top Stocks for Climate-Focused Investors
What Stocks Do ESG Funds Own?
ESG Asset Manager Impax Is Down. Is It Worth 50% More?
Sustainable Funds Hit by Weaker Demand in Q3 2023
Best Sustainable Companies to Own: 2023 Edition


FINANCIAL ADVISORS

More
Who Can Best Manage Your Investments?
Answers to Your Roth IRA Questions
Tips for Making a Great Firm Even Greater
5 Charts on the Current Market
Save Your Clients Money With These Tax Tips


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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