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MORNINGSTAR.COM




MARKETS


MARKET INDEXES

Morningstar Indexes

Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market

10,274.96
89.37
0.88%
US Mid Cap

13,632.61
140.57
1.04%
US Small Cap

12,096.66
146.40
1.23%
US Sustainability

2,737.29
15.77
0.58%
Women's Empowerment

1,520.74
9.74
0.64%
Societal Development

1,209.81
7.26
0.60%

Aug 25 2:18 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
US Cyclical

12,853.54
136.35
1.07%
US Sensitive

17,331.02
184.78
1.08%
US Defensive

14,814.58
33.22
0.22%

Aug 25 2:18 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
US Market

10,274.96
89.37
0.88%
US Large Cap

9,103.78
72.36
0.80%
US Mid Cap

13,632.61
140.57
1.04%
US Small Cap

12,096.66
146.40
1.23%
DJIA

33,074.41
105.18
0.32%
S&P 500

4,174.03
33.26
0.80%
Nasdaq

12,564.29
132.76
1.07%

Aug 25 2:18 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 28,479.01
165.54
0.58%
Hang Seng Closed 19,968.38
699.64
3.63%
Shanghai Comp Closed 3,246.25
31.04
0.97%
FTSE 100

7,496.28
24.77
0.33%
DAX

13,299.26
79.20
0.60%

Aug 25 2:03 PM GMT
About


Market Indexes
Name

Value
Change
Change (%)
Gold 1,753.80
6.00
0.34%
Silver 19.01
0.10
0.54%
Platinum Closed 867.40
9.00
−1.03%
Light Crude 94.21
0.68
−0.72%
Natural Gas 9.33
0.00
−0.01%

Aug 25 2:08 PM GMT
About



U.S. BAROMETER

Val Core Gwth Lg 0.63 0.84 1.29 Mid 1.05 0.89 1.20 Sm 1.25 1.21 1.24

Aug 25 2:18 PM GMT


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Peloton Interactive
2.54
−18.88%
Plug Power
2.54
9.23%
NVIDIA Corp
0.01
−0.00%
Tesla
0.00
0.00%
Grab Holdings Limited
0.47
−13.19%
Advanced Micro Devices
2.91
3.14%
Apple
2.21
1.32%
Alibaba Group Holding Limited
4.84
5.23%
SoFi Technologies
0.07
1.01%
Carnival Corp
0.55
5.42%




NEWS

 * Trending: Salesforce Cuts Full-Year Guidance | Dow Jones
 * U.S. Jobless Claims Down 2K to 243K in Aug. 20 Week | Dow Jones
 * Genius Group to Sell $18.1 Million in Senior Notes to Institutional
   Investor | Dow Jones
 * FTSE 100 Index Climbs on Oil, Mining Stocks -2- | Dow Jones
 * FTSE 100 Index Climbs on Oil, Mining Stocks | Dow Jones
 * Toronto-Dominion Bank Posts Lower 3Q Profit While Main Segments Grow | Dow
   Jones
 * European Midday Briefing: Stocks Gain Ahead of -2- | Dow Jones
 * European Midday Briefing: Stocks Gain Ahead of Jackson Hole; German Data
   Beats Expectations | Dow Jones
 * CIBC 3Q Profit Slips; Credit Provisions Rise, Main Segments Slow | Dow Jones
 * North American Morning Briefing: Stocks to Gain as China Stimulus Lifts
   Sentiment; Jackson Hole in Focus | Dow Jones


Recommended Inflation Recession Interest Rates 10 Best Companies Market
Forecasts Earnings How to Invest Like Buffett


FEATURES

7 Undervalued Small- and Mid-Cap Quality Stocks
Easily overlooked stocks like Bath & Body Works and Paramount have strong
fundamentals and room to run.
Lauren Solberg
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don't fall into these traps.
Christine Benz
Is Exxon Stock a Buy?
Given market conditions, the company should be a winner, and Morningstar’s
analyst prefers it to Chevron.
Allen Good
Watch

6 More Stocks to Play the Shift in Consumer Spending
These stocks should benefit from a return to our offices and public events.
David Sekera
 * 3 Stocks That Will Benefit From the Inflation Reduction Act

These Wide-Moat Stocks Are Gaining Ground
Quality stocks including Microsoft and Amazon have outperformed since the market
low in June, but they're still undervalued.
Lauren Solberg
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in consumer cyclical, communication services, and
technology.
Eden Alemayehu, Eric Compton, CFA
Michael Kitces: Does Portfolio Customization Pay Off?
The financial advice guru discusses his time-management hacks, the benefits and
limitations of direct indexing, and the myth of fee compression in the advice
space.
What Does Tesla's Stock Split Mean for Investors?
It will mark the second stock split for the electric vehicle maker in the past
two years.
Jakir Hossain
Construction-Related Stocks See Risks and Opportunities Amid Tightening Carbon
Policies
As the planet warms, decarbonizing our buildings and infrastructure is coming
into sharper focus.
Grant Slade
 * Industrials Stocks and the Construction Sector Will Profit as Global Warming
   Forces Rebuilding

There's a New Kid on the Fixed-Income Block
Bail-in debt is quietly populating the global bond market and showing up in U.S.
portfolios.
Lan Anh Tran
A Fresh Look at Active Equity ETFs
As more asset managers get into the active ETF game, here's a deeper dive into
some of the traditional active equity players and their differences.
Stephen Welch
3 Upgraded Funds for the Long Haul
These funds earn Morningstar Analyst Ratings of Bronze or Silver.
Russel Kinnel
Human Capital: Exploring the Intersection of Psychology and Finance
Here’s how psychological factors shape financial management.
Sarah Newcomb
Why Bonds Should Still Play a Role in Your Portfolio
Even during periods of rising interest rates, they can still help control risk.
Amy C. Arnott
Should Pension Funds Speculate in Cryptocurrency?
The answer is less straightforward than it first appears.
John Rekenthaler


COMPANY SPOTLIGHT

Macy’s Lowers Guidance Less Than Feared
Recent results and debt reduction have put the department store on solid
footing.
David Swartz
Positive Signs at Walmart as Trends Improve Late in Q2
Fair value estimate of $138 should not change significantly following results.
Zain Akbari
 * Cisco’s Strong Q4 Beats Consensus, but Meets Our Expectations
 * Coinbase Q2 Earnings Show Ongoing Pressure as Low Crypto Prices Drive Lower
   Trading Volume
 * Disney Shows Impressive Growth at Parks and Disney+
 * Home Depot Marks Peak Sales in Q2, but Pent-Up Demand Shows Signs of
   Stabilization


SPECIALISTS

More
Amy C. Arnott
How Portfolio Rebalancing Has Helped Investors in 2022
John Rekenthaler
EE Bonds Vs. I Bonds
Russel Kinnel
Diversification in a Bear Market
Susan Dziubinski
10 Stocks for a Recession
Christine Benz
The Best Investments for Taxable Accounts
David Sekera
The Companies That Stand to Win and Lose From the Inflation Reduction Act
Samantha Lamas
Inflation, Market Volatility, and Your Mind


VIDEOS

More
Watch

3 Down-Market Strategies for Retirees
Watch

3 Stocks That Will Benefit From the Inflation Reduction Act
Watch

3 Tax Strategies for a Bear Market
Watch

3 Short-Term Bond Funds to Calm Interest-Rate Jitters
Watch

3 Top Stocks to Buy in Q3 2022
Watch

How to Build a Recession-Proof Portfolio
Watch

Dividend Stock Deep Dive: Midyear 2022 Picks
Watch

5 Things to Do During a Bear Market



TOPICS

ESG InvestingFinancial AdvisorsChristine Benz’s Model PortfoliosMorningstar
Investor ScreenerDiscussion ForumsInvestor NewslettersBest InvestmentsAll
AuthorsAll Topics




STOCKS

More
What Does Tesla's Stock Split Mean for Investors?
It will mark the second stock split for the electric vehicle maker in the past
two years.
Jakir Hossain
These Wide-Moat Stocks Are Gaining Ground
Quality stocks including Microsoft and Amazon have outperformed since the market
low in June, but they're still undervalued.
Lauren Solberg
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Susan Dziubinski
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
Susan Dziubinski
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
Susan Dziubinski


PERSONAL FINANCE

More
TIPS Versus I Bonds
I Bonds boast tax advantages, but purchase limits reduce appeal.
Christine Benz
How to Build a Recession-Proof Portfolio
These types of stocks and bonds tend to hold up well during a recession.
Christine Benz
There's More to Investing Than Just Risk and Return
In praise of what can't be measured.
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
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
Watch

3 Upgraded Funds for the Long Haul
These funds earn Morningstar Analyst Ratings of Bronze or Silver.
Russel Kinnel
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your
friend.
Russel Kinnel
The Pursuit of Equity Income
Dividend veterans bring their expertise to the Morningstar Investment
Conference.
Tony Thomas
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
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in
March 2022.
Adam Sabban


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
The Hidden Costs of IRA Rollovers
Higher fees can significantly eat into returns when investors move out of their
workplace plans.
Mark Miller
Should You Take Your Required Minimum Distributions 'In Kind'?
It won't change this year's tax bill, but it can help prevent investment
slippage and lower taxes on future gains.
Christine Benz
How to Ensure a Bear Market Doesn't Blow Up Your Retirement
Here's what to do, no matter your life stage.
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
Industrials Stocks and the Construction Sector Will Profit as Global Warming
Forces Rebuilding
United Rentals, Autodesk, Graco, and Watsco are among the beneficiaries of
rebuilding, investors say.
Leslie Norton
What Are the Risks of Social Washing?
Investors should push for greater disclosure about the management of social
issues.
Emma Williams
Sustainability or ESG?
The widespread use of ‘ESG’ obscures its broader purpose.
Jon Hale
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices
means Tesla’s board has some key decisions to make.
Lindsey Stewart
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
Kristoffer Inton


MUTUAL FUNDS

More
3 Upgraded Funds for the Long Haul
Diversification in a Bear Market
The Pursuit of Equity Income
Target-Date Fund Investing in 2022
Weakest Quarter for Fund Flows in 2 Years


STOCKS

More
What Does Tesla's Stock Split Mean for Investors?
These Wide-Moat Stocks Are Gaining Ground
How to Invest Like Warren Buffett
Morningstar's Guide to Stock Investing
10 Stocks for a Recession


ETFS

More
There's a New Kid on the Fixed-Income Block
A Fresh Look at Active Equity ETFs
Vanguard Total Bond Market ETF Is Among the Best
Is Your Strategic-Beta ETF Secretly Picking Stocks?
Morningstar's Guide to ETFs


BONDS

More
Why Bonds Should Still Play a Role in Your Portfolio
The Impact of Rising Interest Rates on Bonds
Ultrashort Bond Funds Are Once Again Attractive
Bond Market Is Flashing a Recession Warning--Again
Morningstar's Guide to Fixed-Income Investing


RETIREMENT PLANNING

More
The Hidden Costs of IRA Rollovers
Should You Take Your Required Minimum Distributions 'In Kind'?
How to Ensure a Bear Market Doesn't Blow Up Your Retirement
Special Report: Are You Ready to Retire?
A Retirement Readiness Checklist


RETIREMENT INVESTING

More
3 Down-Market Strategies for Retirees
401(k) Statements May Surprise Investors in July
Does the 4% Guideline Rest on a Flawed Assumption?
The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle
Morningstar's Guide to Setting Your Withdrawal Rate


PERSONAL FINANCE

More
TIPS Versus I Bonds
How to Build a Recession-Proof Portfolio
There's More to Investing Than Just Risk and Return
A Financial Guide on What to Do After College
Morningstar's Guide to Life-Stage Investing


TAX PLANNING

More
How Much Can Tax-Managed Model Portfolios Save on Taxes?
4 Charts to Improve Your Tax Management
A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
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 Much Are 529 Plans' Tax Benefits Worth?
What to Do With Extra Money in Your 529 Plan
The College Question
A Guide to College-Savings Options
Morningstar's Guide to College Savings


SUSTAINABLE INVESTING

More
Industrials Stocks and the Construction Sector Will Profit as Global Warming
Forces Rebuilding
What Are the Risks of Social Washing?
Sustainability or ESG?
Tesla Shareholder Meeting Results: What Have We Learned?
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk


FINANCIAL ADVISORS

More
Advisors, Your Niche Is Bigger Than You Think
Here’s How the Proposed Secure Act Regulations Are Tougher on Older
Beneficiaries
Top Software Trends for Financial Advisors
How to Use Market Turmoil to Your Clients' Advantage With Tax-Loss Harvesting
New Year, New IRS Life Expectancy Tables


SPONSOR CENTER





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