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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


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