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Advertisement Skip to Content Get 14 Days Free Sign Up Sign In Sign In * 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 * 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 MARKETS MARKET INDEXES Morningstar Indexes * Morningstar Indexes * U.S. * Global * Commodities Morningstar U.S. Global Commodities Market Indexes Name Value Graph Change Change % U.S. Market 11,303.80 55.65 0.49% U.S. Mid Cap 14,683.87 7.09 0.05% U.S. Small Cap 12,979.49 17.09 −0.13% U.S. Sustainability 3,006.68 9.01 0.30% Women's Empowerment 1,663.54 6.10 0.37% Societal Development 1,385.17 4.47 0.32% Apr 4 3:35 PM GMT About We calculate over 20,000 indexes designed to help investors measure markets, make asset allocation decisions, and benchmark investment performance. Learn More U.S. BAROMETER Val Core Gwth Lg −0.54 0.55 1.92 Mid −0.57 −0.21 1.17 Sm −0.78 −0.42 0.86 Apr 4 3:35 PM GMT GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Twitter 10.09 25.67% NIO 1.69 7.71% DiDi Global 0.13 4.43% Advanced Micro Devices 0.81 0.75% Apple 3.36 1.93% AMC Entertainment Holdings 0.62 −2.66% Alibaba Group Holding Limited 6.50 5.90% Tilray Brands 0.12 −1.54% KE Holdings 2.02 14.42% Tellurian 0.43 −6.78% NEWS * Curis Shares Hit 52-Week Low After FDA Places Hold on Emavusertib Study | Dow Jones * Conference Board's Employment Trends Index Increased in March | Dow Jones * Acer Therapeutics Sharply Higher After FDA Breakthrough Therapy Designation | Dow Jones * Precigen Shares Higher After Leukemia Fast Track Designation | Dow Jones * Constellation Brands Family Owners Propose Declassification of Stock | Dow Jones * FTSE Gains, Sterling Seen Lifted by BOE Rate Rise Bets | Dow Jones * EUROPEAN MIDDAY BRIEFING - Stocks Edge Higher, -2- | Dow Jones * EUROPEAN MIDDAY BRIEFING - Stocks Edge Higher, -3- | Dow Jones * EUROPEAN MIDDAY BRIEFING - Stocks Edge Higher, Oil Prices Rise With Fed, Ukraine in Focus | Dow Jones * North American Morning Briefing: Stock Futures Waver, Oil Prices Rise With Fed, Ukraine in Focus | Dow Jones Recommended Ukraine-Russia Conflict Inflation Best S&P 500 Funds Target-Date Funds for 2022 Alternatives Vanguard Dividend Growth FEATURES Market Outlook: After a First-Quarter Decline, Equities Trading at a Slight Discount Value and small-cap stocks are the most attractive. David Sekera * Morningstar's Take on 1Q22 U.S. Value Funds Beat Growth in the First Quarter The difference between growth and value funds was stark. David Carey * ETFs Close a Turbulent Quarter with Strong Inflows * Economic Outlook: Near-Term Challenges Shouldn't Knock Recovery Off-Course * 13 Charts on the Market's First-Quarter Performance Morningstar's Take on the First Quarter is sponsored by Morningstar Markets Digest: Fed Minutes Could Set the Tone Oil prices tumble and the yield curve inverts. Trip.com and airlines on the rise, while bank stocks take a hit. Jakir Hossain * What Is a Yield Curve and Why Are Investors Worried? Jobs Data Shows Coronavirus Pandemic Impact Easing More strong hiring in March is good news for the economy. Lauren Solberg 3 Highly Rated ETFs on Sale These ETFs are undervalued according to their price/fair value ratios. Ben Johnson Why You Should Watch Out for 403(b) Plans Financial experts and activists Dan Otter and Scott Dauenhauer discuss the major pitfalls of 403(b) retirement plans for educators. Jessica Bebel When Higher Inflation Meets Your Withdrawal Rate While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan. Christine Benz * Should You Be Worried About Inflation? * How Much Should You Worry About Inflation in Retirement? SUSTAINABILITY The Rise of Anti-ESG Shareholder Proposals These proposals, though few, are increasing and contribute noise to analyses of ESG voting. Ruth Saldanha * Proxy Voting 101 * What to Expect From the 2022 Proxy Season War Prompts Critiques of Sustainable Investing But these claims are misguided as few ESG funds exclude all fossil fuel, defense stocks. Jon Hale Professor Damodaran’s Latest ESG Takedown Overlooks One Important Group of Investors Valuation matters. So does understanding financially material ESG risks. Adam Fleck Speculation Won't Doom Younger Investors Why the kids will be all right. John Rekenthaler Weekly Wrap: Gender Equity, International Diversification, and Rising Interest Rates We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds. Jessica Bebel How Do Rising Interest Rates Affect Your Retirement Plan, Stocks, and Bonds Investing Insights Listen FINANCIAL LITERACY MONTH Should I Start Investing With Stocks or Mutual Funds? You should probably start with a fund. Here's some advice on getting started. Michael Schramm * 8 Great Starter Funds * What Is a Stock? * What Are Mutual Funds? Your 2022 Financial To-Do List As the new year dawns, here's your plan to get financially fit, one job at a time. Christine Benz Short Answer: How to Create a Budget If you’re just starting out, don’t wing it with your expenses. Margaret Giles SPECIALISTS More Susan Dziubinski Morningstar's 2022 Tax and IRA Guide Amy C. Arnott What Rising Inflation Means for Your Portfolio John Rekenthaler The Struggles of Quantitative Investing Christine Benz Big Financial Questions? Step Away From the Spreadsheet Russel Kinnel 13 Funds to Buy For Your IRA Ben Johnson It Can Pay to Be Choosy When Investing in China Samantha Lamas The Untapped 29%: The Next Wave of Sustainable Investors VIDEOS More Watch 3 Top Stocks From Winning Managers Watch 2022 Tax Traps to Avoid Watch Backdoor IRA Pitfalls to Avoid Watch How to Invest Your Funny Money Watch Which Industries Are Most Sensitive to Commodity Prices? Watch Required Minimum Distribution Confusion in 2022 Watch How Can I Earn More on My Safe Money? Watch 3 Target-Date Funds for an IRA in 2022 TOPICS ESG InvestingFinancial AdvisorsBasic Fund ScreenerPremium Fund ScreenerBasic Stock ScreenerPremium Stock ScreenerChristine Benz’s Model PortfoliosDiscussion ForumsBest InvestmentsAll Topics STOCKS More Market Outlook: After a First-Quarter Decline, Equities Trading at a Slight Discount Value and small-cap stocks are the most attractive. David Sekera Is AbbVie's Stock Worth the Price? The market isn't accounting for pressures on top drug Humira. Damien Conover Morningstar's Guide to Market Volatility For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times. Susan Dziubinski Morningstar's Guide to Stock Investing Here's how our approach to investing can inform your stock-picking process. Susan Dziubinski How to Invest Like Warren Buffett Here's the recipe that one of the greatest investors uses to pick stocks. Susan Dziubinski PERSONAL FINANCE More Should You Be Using a Robo-Advisor? These seven questions can help you decide if robo-advice is right for you. Amy C. Arnott What is a Yield Curve and Why Are Investors Worried? Here’s why this important bond market indicator is flashing a warning sign. Sandy Ward How Advisors Can Bring Focus to Client Conversations Using these financial life stages can help you understand your clients' finances in a more flexible way. Sarah Newcomb Morningstar's Money Guide for New Graduates Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job. Sachin Nagarajan 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 A New Day Is Dawning at Dodge & Cox The historic fund company tries to keep up with the times--on its own terms. Tony Thomas Report Card: Grading the Investor Experience in 26 Global Markets Why the U.S. is one of only three markets to earn a Top grade for practices related to fees and expenses. Grant Kennaway Why Vanguard Total Stock Market Index Is One of the Best Broad market exposure and low costs. What's not to like? Lan Anh Tran Fund Lineup Turnover in 6 Charts These factors help explain the changes to the fund offerings of a market or firm. Bridget B. Hughes 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 When Higher Inflation Meets Your Withdrawal Rate While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan. Christine Benz 4 Dangerous Assumptions That Could Hurt Your Retirement Plan By the time retirement savers realize the error of their ways, it may be too late. Christine Benz What Rising Interest Rates Mean for a Retirement Portfolio Here’s how to decide if any repositioning is required. 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 The Rise of Anti-ESG Shareholder Proposals These proposals, though few, are increasing and contribute noise to analyses of ESG voting. Ruth Saldanha Reporting on Gender Equity Is a Key Step to Improving Diversity, Upward Mobility for Women The percentage of women in management matters more than gender diversity on company boards, Morningstar research says. Emma Williams 15 Energy Stocks You Should Avoid Thanks to a big rally, long-underperforming energy stocks are now starting to look expensive. Jakir Hossain The SEC's New Climate Disclosure Proposal: What You Need to Know The broad proposal would cover hard-to-track emissions and is likely to be challenged. Leslie Norton Finding the Right ESG Funds for Your Portfolio, Part 2 By taking the time to explore the different approaches to sustainable investing, you can find the right investments for your situation. Leslie Norton MUTUAL FUNDS More A New Day Is Dawning at Dodge & Cox Report Card: Grading the Investor Experience in 26 Global Markets Why Vanguard Total Stock Market Index Is One of the Best Fund Lineup Turnover in 6 Charts Target-Date Fund Investing in 2022 STOCKS More Market Outlook: After a First-Quarter Decline, Equities Trading at a Slight Discount Is AbbVie's Stock Worth the Price? Morningstar's Guide to Market Volatility Morningstar's Guide to Stock Investing How to Invest Like Warren Buffett ETFS More 3 Highly Rated ETFs on Sale Why We've Downgraded ARK Innovation Will Rising Rates Provide an Advantage for Value Stocks? What Happens to Your ETFs if Chinese Stocks Delist? Morningstar's Guide to ETFs BONDS More 3 Bond Funds for a Rising Interest-Rate Environment What Do Rising Interest Rates Mean for Diversification? Bond Funds Start 2022 in a Sea of Red What's Been Bugging the Bond Market? Morningstar's Guide to Fixed-Income Investing RETIREMENT PLANNING More When Higher Inflation Meets Your Withdrawal Rate 4 Dangerous Assumptions That Could Hurt Your Retirement Plan What Rising Interest Rates Mean for a Retirement Portfolio Special Report: Are You Ready to Retire? A Retirement Readiness Checklist RETIREMENT INVESTING More Does the 4% Guideline Rest on a Flawed Assumption? The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle Could Required Minimum Distributions Cause You to Withdraw Too Much? The 411 on 2021 Required Minimum Distributions Morningstar's Guide to Setting Your Withdrawal Rate PERSONAL FINANCE More Should You Be Using a Robo-Advisor? What is a Yield Curve and Why Are Investors Worried? How Advisors Can Bring Focus to Client Conversations Morningstar's Money Guide for New Graduates Morningstar's Guide to Life-Stage Investing TAX PLANNING More A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think Morningstar's 2022 Tax and IRA Guide Your 2022 Tax Fact Sheet and Calendar 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 How to Allocate Assets for College Savings 529 Plans Aren't Just for College Anymore The College Question A Guide to College-Savings Options Morningstar's Guide to College Savings SUSTAINABLE INVESTING More The Rise of Anti-ESG Shareholder Proposals Reporting on Gender Equity Is a Key Step to Improving Diversity, Upward Mobility for Women 15 Energy Stocks You Should Avoid The SEC's New Climate Disclosure Proposal: What You Need to Know Finding the Right ESG Funds for Your Portfolio, Part 2 FINANCIAL ADVISORS More New Year, New IRS Life Expectancy Tables The Value of Nonmonetary Returns Say the Right Thing: How to Be a Better Ally 10 Financial Do's and Don'ts for Super Accumulators The Secure Act, RMDs, and Beneficiaries: Another Wrinkle 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. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Read our editorial policy to learn more about our process. SITE INDEX * What We Do * For Business * For Investors * Insights * Morningstar Magazine * Newsletters * Podcasts * Trending Research * Investing Dictionary * About Us * Our Story * Careers * Our Signature Methodologies * Global Contacts * Get Help * Help Center * joe@morningstar.com * Discussion Forums * Advertising Opportunities * Feedback -------------------------------------------------------------------------------- United States © Copyright 2022 Morningstar, Inc. All rights reserved. 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