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Advertisement Skip to Content For Investors For Business About Us * Get 7 Days Free * * Sign In Sign In * Topics * Sustainable Investing * Funds * ETFs * Stocks * Bonds * Markets * Portfolio * Investments * Topics * Advisor Insights * Personal Finance * Market Volatility * Retirement Planning * Start Investing * Save for College * Best Investments * See All * Sustainable Investing * Funds * ETFs * Stocks * Bonds * Markets * Portfolio * For Professionals * Software & Data Services * Morningstar Direct * DBRS Morningstar * Sustainalytics * PitchBook * ESG Investing Solutions * Morningstar Research * Morningstar Data * Money Management * Morningstar Indexes * Morningstar Managed Portfolios * Morningstar Retirement Manager * Solutions for Business * All Products & Services * Company * About * Who We Are * Careers * Diversity, Equity, & Inclusion * Corporate Sustainability * Privacy * Events * Morningstar Investment Conference * Awards * Webinars * Newsroom * Investor Relations MORNINGSTAR.COM MARKETS MARKET INDEXES Morningstar Indexes Morningstar U.S. Global Commodities Market Indexes Name Value Change Change (%) US Market Closed 9,618.82 157.69 1.67% US Mid Cap Closed 12,774.28 166.62 1.32% US Small Cap Closed 11,272.05 188.97 1.71% US Sustainability Closed 2,634.40 37.20 1.43% Women's Empowerment Closed 1,461.13 25.30 1.76% Societal Development 1,201.15 1.92 0.16% Mar 15 1:07 AM GMT About Market Indexes Name Value Change Change (%) US Cyclical Closed 11,567.85 192.08 1.69% US Sensitive Closed 16,544.82 322.52 1.99% US Defensive Closed 14,048.59 140.00 1.01% Mar 14 10:02 PM GMT About Market Indexes Name Value Change Change (%) US Market Closed 9,618.82 157.69 1.67% US Large Cap Closed 8,523.00 147.14 1.76% US Mid Cap Closed 12,774.28 166.62 1.32% US Small Cap Closed 11,272.05 188.97 1.71% DJIA Closed 32,155.40 336.26 1.06% S&P 500 Closed 3,919.29 63.53 1.65% Nasdaq Closed 11,428.15 239.31 2.14% Mar 14 10:02 PM GMT About Market Indexes Name Value Change Change (%) Nikkei 225 27,264.39 42.35 0.16% Hang Seng Closed 19,247.96 448.01 −2.27% Shanghai Comp Closed 3,245.31 23.38 −0.72% FTSE 100 Closed 7,637.11 88.48 1.17% DAX Closed 15,232.83 273.36 1.83% Mar 15 12:47 AM GMT About Market Indexes Name Value Change Change (%) Gold Closed 1,903.30 5.50 −0.29% Silver Closed 21.90 0.14 0.62% Platinum Closed 903.40 0.00 0.00% Light Crude 72.03 0.70 0.98% Natural Gas 2.58 0.01 0.27% Mar 15 12:57 AM GMT About U.S. BAROMETER CLOSED Val Core Gwth Lg 1.40 1.28 2.23 Mid 0.91 1.29 1.79 Sm 1.22 1.80 2.08 Mar 14 10:02 PM GMT GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Bank of America Corp 0.25 0.88% Tesla 8.78 5.03% First Republic Bank 8.42 26.98% Charles Schwab Corp (The) 4.77 9.19% Ford Motor Company 0.10 −0.83% Momentive Global 1.56 20.21% Apple 2.12 1.41% KeyCorp 0.79 6.94% PacWest Bancorp 3.30 33.85% Huntington Bancshares 0.07 −0.63% NEWS * ADRs End Higher; Credit Suisse, GSK Trade Actively | Dow Jones * S&P 500 Rises 1.65% to 3919.29 — Data Talk Update | Dow Jones * S&P MERVAL Index Ends 2.12% Lower at 220447.04 — Data Talk | Dow Jones * IPC Indice de Precios Y Cotizaciones Ends 0.60% Lower at 52691.66 — Data Talk | Dow Jones * S&P/TSX Composite Index Ends 0.54% Higher at 19694.16 — Data Talk | Dow Jones * BOVESPA Index Ends 0.18% Lower at 102932.38 — Data Talk | Dow Jones * Materials Shares Move Higher; Gold Ends Lower — Materials Roundup | Dow Jones * NASDAQ Composite Rises 2.14% to 11428.15 — Data Talk | Dow Jones * S&P 500 Rises 1.68% to 3920.56 — Data Talk | Dow Jones * DJIA Rises 1.06% to 32155.40 — Data Talk | Dow Jones Recommended Newsletters The State of Retirement Income Tax Guide & IRA Resources 2023 Market Forecasts Best Companies to Own 2023 12 Lessons From Warren Buffett FEATURES February CPI Report Progress on Inflation Stalled, Fed Rate Hike Path Intact Despite banking system worries, hot inflation means interest rates will head still higher. Lauren Solberg Why Investors Should Care About the Banking Scare Banking crises are never just about the banks. Sandy Ward Which Funds Are Taking the Biggest Hit on Silicon Valley Bank and Other Bank Stocks? Regional-bank ETFs post large declines, and even some diversified funds suffer from financials exposure. Katherine Lynch What the SVB Collapse Means for European Banks Morningstar analyst Johann Scholtz and strategist Michael Field explain what knock-on risks these companies really face. Lukas Strobl 4 Undervalued Small-Value Stocks to Buy Plus, bank liquidity and what to expect in the markets this week. David Sekera, Susan Dziubinski Why a Long-Term Bond Bull Is Still Bullish Investors are underestimating the impact of the Fed’s unprecedented tightening on the economy, inflation, and the risk of a credit-driven crisis. Tom Lauricella COMPANY SPOTLIGHT Fed’s Banking Support Adds to Confidence Around Charles Schwab’s Outlook Michael Wong * First Republic Under Review as Tail Risks Emerge for Value of Franchise Is Amazon Stock a Buy After Stores Set to Close? Cost-cutting continues at the e-commerce and cloud services giant. Here’s what we think of the stock now. Dan Romanoff Illumina Shares Rally on Activist Investor Icahn Interest We still view shares as undervalued despite the recent lift. Julie Utterback Market Updates: * 13 Undervalued Stocks With Big Fair Value Estimate Upgrades * 10 Undervalued, High-Quality Stocks With Competitive Advantages * What the Silicon Valley Bank Collapse Means for Media and Entertainment Stocks 5 Short-Term Bond Funds That Disappointed Investors These funds made a bad year worse, offering a lesson for investors. Katherine Lynch Why Ultrashort Bond Funds Aren’t Cash Substitutes These funds are generally cautious but can still suffer losses. Amy C. Arnott MORNINGSTAR AWARDS FOR INVESTING EXCELLENCE Our Outstanding Portfolio Manager Nominees These three managers deserve recognition for their talent, diligence, and thoughtful approaches. Dan Culloton Our Exemplary Stewardship Nominees These three firms have a long history of putting investors’ interests first. Gabriel Denis INVESTMENT PICKS Watch 4 Stocks Top Managers Are Buying These stocks were among the purchases of several of our Ultimate Stock-Pickers last quarter. Susan Dziubinski * Top 10 Buys and Sells From Our Ultimate Stock-Pickers 10 Best Growth Stocks to Buy for the Long Term The stocks of these high-quality growth companies look undervalued today. Susan Dziubinski * 3 Great Value Funds for 2023 * The Best Stocks to Spend Your Tax Refund On * Dividend Stocks for March 2023 * 3 Great Growth ETFs for 2023 Why Hasn’t the Liquidity Risk Factor Caught On More? Lubos Pastor, a leading researcher on financial markets, discusses his findings with Morningstar. Dawn Rescigno How Retirees Can Avoid the ‘Tax Torpedo’ Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns. Mark Miller Why We Upgraded 4 Baird Funds to Gold A deep dive on these upgrades and other ratings highlights from February. Anthony Thorn PERSONAL FINANCE Watch Where to Invest: Stocks or CDs? Also, Broadcom is looking toward the AI future, and three undervalued companies working to close the gender pay gap. Retirement-Saver Portfolios * For ETF Investors * For Mutual Fund Investors * For Minimalist Investors * For ESG Mutual Fund Investors * For ESG ETF Investors Retirement-Bucket Porfolios * For Fidelity Investors * For Vanguard Investors * For Minimalist Investors * For ETF Investors * For ESG Investors WOMEN'S HISTORY MONTH 3 Stocks That Stress Equal Pay As We Observe International Women’s Day American Express, Citigroup, and Adobe are leading the charge in pay equity. Allie McCallion, Charity Blue The Top Female Portfolio Managers to Invest With Now Morningstar’s highest-rated female portfolio managers have shattered glass ceilings across asset classes. Megan Pacholok, Amrutha Alladi The Best Women-Led Companies to Own: 2023 Edition These firms have carved out lasting competitive advantages and are led by female CEOs. Margaret Giles SPECIALISTS More John Rekenthaler Will ChatGPT Improve Financial Literacy? Russel Kinnel 3 Great Growth Funds for 2023 Christine Benz How to Make the Most of Your Retirement Accounts Susan Dziubinski Morningstar’s 2023 Tax Guide and IRA Resources Amy C. Arnott 2 Ways to Avoid Big Portfolio Mistakes David Sekera 5 Cheap Real Estate Stocks to Buy Samantha Lamas Move Past Positive Thinking and Make Your Investing Goals Realistic MORNINGSTAR STOCK ANALYST REPORTS See what Morningstar experts are saying about these key stocks. Limited time only. Morningstar Stock Analyst Reports Exchange Name Rating MRNA Moderna Inc PFE Pfizer Inc DIS The Walt Disney Co WMT Walmart Inc VIDEOS More Volume 0% Closed Captions OffEnglish Rewind 10 Seconds Next Up This ad will end in 11 Live 00:04 00:10 00:15 Chromecast Closed Captions Settings Fullscreen How IRA Investors Can Avoid the ‘Procrastination Penalty’ Watch Where to Invest: Stocks or CDs? Watch 3 Promising Stock Funds to Watch in 2023 Watch 3 Great Growth ETFs for 2023 Watch 6 IRA Mistakes to Avoid in 2023 Watch Everything You Need to Know About Roth IRAs TOPICS ESG InvestingFinancial AdvisorsChristine Benz’s Model PortfoliosMorningstar Investor ScreenerDiscussion ForumsInvestor NewslettersBest InvestmentsAll AuthorsAll Topics NEWSLETTERS SMART INVESTOR Markets editor, Tom Lauricella, delivers a weekly rundown of Morningstar’s latest on the big trends driving the markets and new investment opportunities. Subscribe Now STOCKS More 10 High-Risk Stocks to Avoid These stocks earn Morningstar’s lowest rating today and carry significant price risk. Susan Dziubinski 5 Undervalued Semiconductor Stocks Semiconductor stocks took a beating in 2022, leaving many names trading at a discount. Margaret Guidici The 10 Best Companies to Invest in Now The undervalued stocks of high-quality companies are compelling investments today. Susan Dziubinski 17 Top Stocks and ETFs Based on 2023 Expert Forecasts Well-respected investment firms expect non-U.S. stocks to outperform. Here are Morningstar’s best international-stock and ETF picks today. Susan Dziubinski 10 Undervalued Dividend Stocks for 2023 These dividend stocks have attractive yields and are cheap, to boot. David Harrell PERSONAL FINANCE More 2 Ways to Avoid Big Portfolio Mistakes New guidelines to help investors build effective portfolios. Amy C. Arnott What’s The Surest Route to Investing Excellence? Hint: It’s not about pursuing perfection. Jeffrey Ptak The Most Important Reason to Use a Financial Advisor Financial advisor Cody Garrett challenges conventional wisdom on where advisors can add value, contributing to Roth or traditional tax-deferred accounts, and more. Dawn Rescigno How to Build a Portfolio You Don’t Have to Babysit These four steps can help you craft a (mostly) hands-off portfolio. 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 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 Growth Funds These mutual funds and ETFs invest in growth stocks and earn top ratings from Morningstar in 2023. Susan Dziubinski Active Funds Continue to Fall Short of Their Passive Peers Investors should focus on long-term signals and costs when picking their spots, based on the latest Active/Passive Barometer. Bryan Armour Why a Huge Emerging-Markets Fund Is Reopening to New Investors This prominent offering has been closed for nearly 10 years. Gregg Wolper My Top 10 Holdings Russ Kinnel discusses the Morningstar Medalist funds he owns. Russel Kinnel The Best Index Funds These mutual funds and ETFs earn Morningstar’s top rating in 2023. Susan Dziubinski ADVISOR INSIGHTS More Practice Made Perfect: How Advisors Can Solve the Capacity Problem Here’s how to grow your practice without sacrificing excellent service to clients. Sheryl Rowling Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule A look at how Notice 2022-53 has affected the tax code. Natalie Choate Why Advisors Should Bother With Tax Alpha A simple way to boost investment performance without adding risk. Sheryl Rowling 10 Questions With RBC Portfolio Manager Philippe Langham Where he sees opportunities and risks today. Ruth Saldanha Creating an Environment Where Clients Feel Safe Advisor Zaneilia Harris offers her own experiences to gain clients’ trust. Charles Keenan RETIREMENT PLANNING More The Bucket Investor’s Guide to Setting Retirement Asset Allocation Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks. Christine Benz How Higher Retirement Savings Limits Can Help You Catch Up Even if you’re off to a late start, there’s still hope for your 401(k). Amy C. Arnott 3 Tricky Decisions for Every Retirement Plan Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities. Christine Benz What Secure 2.0 Means for Retirement-Plan Contributions Ed Slott on the legislation’s provisions for matching and catch-up contributions as well as for workers who currently lack a company retirement plan. Christine Benz Can I Take a Loan From My 401(k)? Before you take a loan from your retirement savings plan, consider an emergency fund. Carole Hodorowicz SUSTAINABLE INVESTING More Women Make Progress on Corporate Boards, but C-Suite Gains Are Scant Stocks perform better in the long term when their companies’ boards and management include more women. Jackie Cook Gender Representation Progress Is Slow in C-Suite and Investment Management A roundup of Morningstar research and commentary for International Women’s Day. Leslie Norton Shareholders Demand Accountability on Gender Equity. It’s Good Management. Gender-related resolutions jumped 46% in the 2022 proxy season. Key themes were harassment and reproductive rights. Mahi Roy 11 Stocks to Examine Through a Sustainability Lens Investors can use ESG information in many useful ways. Adam Fleck Why You Should Care About Net Zero and Other Climate Jargon Make no mistake, companies meeting net-zero targets will be critical to shareholder return. Rosie Crawford FUNDS More The Best Growth Funds Active Funds Continue to Fall Short of Their Passive Peers Why a Huge Emerging-Markets Fund Is Reopening to New Investors My Top 10 Holdings The Best Index Funds STOCKS More 10 High-Risk Stocks to Avoid 5 Undervalued Semiconductor Stocks The 10 Best Companies to Invest in Now 17 Top Stocks and ETFs Based on 2023 Expert Forecasts 10 Undervalued Dividend Stocks for 2023 ETFS More The Best ETFs and How They Fit in Your Portfolio Evaluating Our Picks for Best and Worst New ETFs Over the Years How the World’s Largest ETF Changed Financial Markets 3 ETFs for a Recession How Active Is Your Passive Bond Fund? BONDS More What to Expect From Bond Total Returns When Interest Rates Rise Are Municipal Bonds an Attractive Option for Income Investors? Why Are Bonds Selling Off Again? Should I Buy Bonds? Morningstar's Guide to Fixed-Income Investing SAVE FOR RETIREMENT More The Bucket Investor’s Guide to Setting Retirement Asset Allocation How Higher Retirement Savings Limits Can Help You Catch Up 3 Tricky Decisions for Every Retirement Plan What Secure 2.0 Means for Retirement-Plan Contributions Can I Take a Loan From My 401(k)? INVEST IN RETIREMENT More 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 The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle PERSONAL FINANCE More 2 Ways to Avoid Big Portfolio Mistakes What’s The Surest Route to Investing Excellence? The Most Important Reason to Use a Financial Advisor How to Build a Portfolio You Don’t Have to Babysit A Financial Guide on What to Do After College TAX PLANNING More Morningstar’s 2023 Tax Guide and IRA Resources 4 Strategies for an Organized Tax Season Your 2023 Tax Fact Sheet and Calendar Why There Are More Opportunities for Tax-Loss Harvesting in 2022 4 Charts to Improve Your Tax Management START INVESTING More Financial Tips for Young Adults How to Invest Like Warren Buffett What Is a 529 College Savings Plan? Should I Start Investing With Stocks or Mutual Funds? How Much Should I Have in My 401(k)? SAVE FOR COLLEGE More Morningstar 529 Ratings: The Top Plans and What They Offer The Best Way to Save for College What Is a 529 College Savings Plan? What to Do With Extra Money in Your 529 Plan 5 Charts Tracking Recent 529 Savings Plan Trends SUSTAINABLE INVESTING More Women Make Progress on Corporate Boards, but C-Suite Gains Are Scant Gender Representation Progress Is Slow in C-Suite and Investment Management Shareholders Demand Accountability on Gender Equity. It’s Good Management. 11 Stocks to Examine Through a Sustainability Lens Why You Should Care About Net Zero and Other Climate Jargon FINANCIAL ADVISORS More Even Advisors Aren’t Immune to Overconfidence Bias The Most Important Reason to Use a Financial Advisor How Advisors Can Engage With Shareholder Advocacy T. Rowe Portfolio Manager Invests Across the Credit Spectrum 10 Questions for BlackRock’s Wei Li 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. HOW WE USE YOUR PERSONAL DATA How we use your information depends on the product and service that you use and your relationship with us. We may use it to: * Verify your identity, personalize the content you receive, or create and administer your account. * Provide specific products and services to you, such as portfolio management or data aggregation. * Develop and improve features of our offerings. * Gear advertisements and other marketing efforts towards your interests. To learn more about how we handle and protect your data, visit our privacy center. HOW WE APPROACH EDITORIAL CONTENT Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. 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