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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 10,066.86 33.21 −0.33% US Mid Cap Closed 13,818.13 60.67 −0.44% US Small Cap Closed 12,317.20 9.36 −0.08% US Sustainability Closed 2,741.71 10.45 −0.38% Women's Empowerment Closed 1,516.25 5.34 −0.35% Societal Development Closed 1,251.41 2.41 −0.19% Feb 17 11:19 PM GMT About Market Indexes Name Value Change Change (%) US Cyclical Closed 12,636.09 26.24 −0.21% US Sensitive Closed 16,886.52 180.02 −1.05% US Defensive Closed 14,619.88 138.10 0.95% Feb 17 10:55 PM GMT About Market Indexes Name Value Change Change (%) US Market Closed 10,066.86 33.21 −0.33% US Large Cap Closed 8,803.12 28.48 −0.32% US Mid Cap Closed 13,818.13 60.67 −0.44% US Small Cap Closed 12,317.20 9.36 −0.08% DJIA Closed 33,826.69 129.84 0.39% S&P 500 Closed 4,079.09 11.32 −0.28% Nasdaq Closed 11,787.27 68.56 −0.58% Feb 17 10:55 PM GMT About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 27,513.13 183.31 −0.66% Hang Seng Closed 20,719.81 267.86 −1.28% Shanghai Comp Closed 3,224.02 25.01 −0.77% FTSE 100 Closed 8,004.36 8.17 −0.10% DAX Closed 15,482.00 51.64 −0.33% Feb 17 4:55 PM GMT About Market Indexes Name Value Change Change (%) Gold Closed 1,843.20 1.40 −0.08% Silver Closed 21.72 0.01 0.02% Platinum Closed 903.40 0.00 0.00% Light Crude Closed 76.56 1.94 −2.47% Natural Gas Closed 2.26 0.11 −4.77% Feb 17 9:59 PM GMT About U.S. BAROMETER CLOSED Val Core Gwth Lg 0.08 −0.09 −0.96 Mid −0.00 −0.30 −1.03 Sm −0.03 −0.13 −0.03 Feb 17 10:55 PM GMT GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Tesla 6.27 3.10% DraftKings 2.73 15.33% Palantir Technologies 0.51 −5.25% Amazon.com 0.95 −0.97% Apple 1.16 −0.75% Ford Motor Company 0.02 −0.15% Advanced Micro Devices 1.58 −1.97% NVIDIA Corp 6.14 −2.79% Nu Holdings Ltd 0.35 −6.55% NIO 0.00 0.00% NEWS * Apellis Pharmaceuticals Shares Rise 11% on FDA Approval of Syfovre | Dow Jones * BOVESPA Index Ends the Week 1.02% Higher at 109176.92 — Data Talk | Dow Jones * S&P/TSX Composite Index Ends the Week 0.47% Lower at 20515.24 — Data Talk | Dow Jones * IPC Indice de Precios Y Cotizaciones Ends the Week 2.49% Higher at 53789.64 — Data Talk | Dow Jones * S&P MERVAL Index Ends the Week 0.33% Lower at 249061.79 — Data Talk | Dow Jones * ADRs End Mostly Lower, Air France-KLM, Movella Holdings Trade Actively | Dow Jones * NASDAQ Composite Rises 0.59% This Week to 11787.27 — Data Talk | Dow Jones * S&P 500 Falls 0.28% This Week to 4079.09 — Data Talk | Dow Jones * DJIA Falls 0.13% This Week to 33826.69 — Data Talk | Dow Jones * Movella Up 72% as Taiwan Semiconductor Reports Stake | Dow Jones Recommended Newsletters The State of Retirement Income Tax Fact Sheet & Calendar 2023 Market Forecasts Best Companies to Own 2023 12 Lessons From Warren Buffett FEATURES Watch With IRA Deadline Looming, Don’t Make These Mistakes Morningstar * 6 IRA Mistakes to Avoid in 2023 * 3 Great Funds for Your IRA in 2023 3 Warren Buffett Stocks to Buy These undervalued stocks are among Berkshire Hathaway’s holdings in 2023. Susan Dziubinski Will Other Firms Adopt Vanguard’s Unique ETF/Mutual Fund Structure? There’s more to consider than just the tax benefits. Daniel Sotiroff Berkshire Sold Close to $10 Billion Worth of Stocks During Q4 Taiwan Semiconductor, U.S. Bancorp, and Bank of New York Mellon stock accounted for most of the reductions in the company’s portfolio. Greggory Warren 8 Undervalued Wide-Moat Technology Stocks High-quality tech stocks, including Microsoft, Salesforce, and Workday, are trading below their fair value estimates. Margaret Guidici Watch 3 Unrated ETFs We’ve Got Our Eye On These new ETFs have a lot to like. Daniel Sotiroff INVESTMENT PICKS My Top 10 Holdings Russel Kinnel 10 Cheap Stocks With Safe Dividends Susan Dziubinski Why Citigroup’s Stock Is a Top Pick Eric Compton How Closely Do Index Funds Track Their Benchmarks? Sometimes very tightly, sometimes not. John Rekenthaler 4 Key Medicare Changes for 2023 Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more. Mark Miller What You Can Learn From Your 1099 Forms These forms can yield valuable information about your portfolio’s asset location and tax efficiency. Christine Benz COMPANY SPOTLIGHT What to Watch in Walmart’s Quarterly Earnings Results Jakir Hossain * What to Watch for in Home Depot’s Q4 Earnings Roblox Posts Strong Q4 Earnings, Showing Impressive Booking Growth Maintaining $65 fair value estimate for Roblox stock; Shares undervalued. Neil Macker * Kraft Heinz’s Top Line Soars on Heels of Renewed Commitment to Brand Spending * Cisco’s Superb Fiscal 2023 Reflects Networking Strength * Disney Reports Decent Earnings With Iger Already Reapplying His Stamp * Read More Stock Updates From Morningstar Analysts These Stocks Are Leading the Growth Rebound Tech stocks such as Apple, Nvidia, Block, and Lattice Semiconductor are fueling the growth stock rally in 2023. Lauren Solberg 4 Undervalued Small-Cap Stocks to Buy Plus what might rattle markets this week, and our take on interest rates. David Sekera, Susan Dziubinski More Market Updates * Apparel Stocks Get Dressed Down as Earnings Sag * Could Meta Make a Comeback? * Are Municipal Bonds an Attractive Option for Income Investors? BLACK HISTORY MONTH 11 Charts Examining the Racial Wealth Gap What data tells us about the disparities along racial lines for income, savings, and overall financial well-being. Shareholders Step Up Voting Efforts on Racial Equity In 2022, racial-equity resolutions doubled and expanded. Lindsey Stewart This ETF’s Mission Helps Those in Poor Neighborhoods Build Homeownership How investing in mortgage-backed securities can create equity and chip away at the wealth gap. Leslie Norton 11 Stocks to Examine Through a Sustainability Lens Investors can use ESG information in many useful ways. Adam Fleck Solo Practitioner Working on his own, advisor George Papadopoulos finds success on his terms. Charles Keenan How ETFs Are Breathing New Life Into Actively Managed Mutual Funds Some early success stories have emerged. Daniel Sotiroff SPECIALISTS More Susan Dziubinski Morningstar’s 2023 Tax Guide and IRA Resources Christine Benz Can a Taxable Account Beat a 401(k)? John Rekenthaler Should Fidelity Investors Just Index? Amy C. Arnott How Higher Retirement Savings Limits Can Help You Catch Up David Sekera Can the Stock Market Rally Continue? Russel Kinnel 20 Funds for Investors to Consider in 2023 Sarah Newcomb What to Do If You Lose Your Job 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 New Rules for IRA Distributions Watch What Secure 2.0 Means for Retirement-Plan Contributions Watch 3 Dividend Stocks for February 2023 Watch Everything You Need to Know About Roth IRAs Watch 3 Cheap International Stocks to Buy and Hold Watch 3 Recession Stocks to Consider Watch 3 Great Funds for 2023 and Beyond Watch What to Expect From Stocks in 2023 TOPICS ESG InvestingFinancial AdvisorsChristine Benz’s Model PortfoliosMorningstar Investor ScreenerDiscussion ForumsInvestor NewslettersBest InvestmentsAll AuthorsAll Topics STOCKS More 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 6 Undervalued Video Game Stocks These stocks are trading at attractive prices after losing a battle to the bear market. Margaret Guidici The 10 Best Companies to Invest in Now The undervalued stocks of high-quality companies are compelling investments today. Susan Dziubinski Apple Stock Versus Microsoft Stock: Which Is the Better Buy Now? Both companies face economic pressures in 2023. But one of these stocks is attractive 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 Watch Can the 60/40 Portfolio Bounce Back in 2023? Performance probably can’t get much worse than it was in 2022. Jason Kephart 3 Tax-Friendly Charitable-Giving Strategies for Retirees Consider these ideas before filing your taxes. Christine Benz 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 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 The Best Index Funds These mutual funds and ETFs earn Morningstar’s top rating in 2023. Susan Dziubinski The Best Dividend Funds These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023. Susan Dziubinski 4 Value Funds Enduring the Bear Market Dividend-focused large-value funds were a bright spot in a challenging 2022. Stephen Welch 6 Funds with the Biggest Fee Hikes Shrinking asset bases have led to higher expense ratios. Greg Carlson 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 Watch New Rules for IRA Distributions Ed Slott on what retirees need to know about required minimum distributions and qualified charitable distributions following the passage of Secure 2.0. Christine Benz 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 How Much Should I Have in My 401(k)? If you’re enrolled in a 401(k) plan, here is what you need to know about this retirement savings vehicle. Carole Hodorowicz SUSTAINABLE INVESTING More 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 How to Find Funds That Address Systemic Racism and the Wealth Gap This Martin Luther King Jr. Day, consider what tools you can use to create change. Jon Hale How Did the Top U.S. Asset Managers Vote on ESG Shareholder Resolutions? Morningstar’s analysis reveals solid but varying support by managers. Lindsey Stewart 4 Undervalued ESG Stocks for 2023 Sustainalytics highlights companies that are well-positioned for the long term. Leslie Norton 10 Cheap Stocks With Wide Moats and Low ESG Risk For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more. Adam Fleck FUNDS More The Best Growth Funds The Best Index Funds The Best Dividend Funds 4 Value Funds Enduring the Bear Market 6 Funds with the Biggest Fee Hikes STOCKS More 17 Top Stocks and ETFs Based on 2023 Expert Forecasts 6 Undervalued Video Game Stocks The 10 Best Companies to Invest in Now Apple Stock Versus Microsoft Stock: Which Is the Better Buy Now? 10 Undervalued Dividend Stocks for 2023 ETFS More How the World’s Largest ETF Changed Financial Markets 3 ETFs for a Recession How Active Is Your Passive Bond Fund? Be Cautious When Considering Crypto, Even If It’s in a Fund Morningstar′s Guide to ETF Investing BONDS More Are Municipal Bonds an Attractive Option for Income Investors? Is It Time to Pick Up the Pieces After Last Year’s Bond Market Storm? Where to Invest in Bonds in 2023 Should I Buy Bonds? Morningstar's Guide to Fixed-Income Investing SAVE FOR RETIREMENT More New Rules for IRA Distributions 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)? How Much Should I Have in My 401(k)? INVEST IN RETIREMENT More Making the Most of Your Investments in Retirement What Secure 2.0 Means for Retirement-Plan Contributions Tips for Last-Minute IRA Contributions What’s a Safe Withdrawal Rate Today? The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle PERSONAL FINANCE More Can the 60/40 Portfolio Bounce Back in 2023? 3 Tax-Friendly Charitable-Giving Strategies for Retirees The Best Funds for Rebalancing in 2023 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 Why You Should Care About Net Zero and Other Climate Jargon How to Find Funds That Address Systemic Racism and the Wealth Gap How Did the Top U.S. Asset Managers Vote on ESG Shareholder Resolutions? 4 Undervalued ESG Stocks for 2023 10 Cheap Stocks With Wide Moats and Low ESG Risk FINANCIAL ADVISORS More Even Advisors Aren’t Immune to Overconfidence Bias How Advisors Can Engage With Shareholder Advocacy 10 Questions for BlackRock’s Wei Li 3 Notable Changes in Secure Act 2.0 for Advisors How to Have More Productive Conversations About Money 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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