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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 10,074.77 22.66 0.23% US Mid Cap 13,125.05 26.44 0.20% US Small Cap 11,488.96 10.86 0.09% US Sustainability 2,771.12 6.12 0.22% Women's Empowerment 1,541.77 2.20 0.14% Societal Development 1,265.82 4.16 0.33% Apr 12 4:15 PM GMT About Market Indexes Name Value Change Change (%) US Cyclical 11,827.28 0.79 0.01% US Sensitive 17,481.97 57.34 0.33% US Defensive 14,893.58 39.90 0.27% Apr 12 4:15 PM GMT About Market Indexes Name Value Change Change (%) US Market 10,074.77 22.66 0.23% US Large Cap 8,994.85 21.82 0.24% US Mid Cap 13,125.05 26.44 0.20% US Small Cap 11,488.96 10.86 0.09% DJIA 33,793.33 108.54 0.32% S&P 500 4,118.56 9.62 0.23% Nasdaq 12,041.78 9.90 0.08% Apr 12 4:15 PM GMT About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 28,082.70 159.33 0.57% Hang Seng Closed 20,309.86 175.38 −0.86% Shanghai Comp Closed 3,327.18 13.61 0.41% FTSE 100 Closed 7,824.84 39.12 0.50% DAX Closed 15,703.60 48.43 0.31% Apr 12 3:55 PM GMT About Market Indexes Name Value Change Change (%) Gold 2,007.90 3.10 0.15% Silver 25.24 0.11 0.43% Platinum Closed 996.50 2.50 0.25% Light Crude 83.06 1.53 1.88% Natural Gas 2.08 0.11 −4.85% Apr 12 4:05 PM GMT About U.S. BAROMETER Val Core Gwth Lg 0.16 0.25 0.38 Mid −0.24 0.25 0.58 Sm −0.24 0.16 0.37 Apr 12 4:15 PM GMT GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Tesla 2.49 −1.33% American Airlines Group 1.31 −9.18% Riot Platforms 0.05 −0.40% Advanced Micro Devices 0.54 −0.57% PG&E Corp 0.06 0.36% National Instruments Corp 5.06 9.62% Amazon.com 0.80 −0.80% Marathon Digital Holdings 0.06 0.55% NIO 0.47 −4.89% NVIDIA Corp 2.66 −0.98% NEWS * FTSE 100 Closes Up 0.5% on Signs of Moderating US Inflation | Dow Jones * FTSE 100 Closes Up 0.5% on Signs of Moderating US -2- | Dow Jones * BASF's 1Q Earnings Beat Analysts' Forecasts | Dow Jones * Retail Sales Seen Down 0.5% — Data Week Ahead | Dow Jones * BOE's Greene Hire Adds Slightly More Hawkish Tilt -2- | Dow Jones * BOE's Greene Hire Adds Slightly More Hawkish Tilt | Dow Jones * US March Consumer Prices Increase 5.0% From Year Earlier | Dow Jones * Tata Consultancy Services 4Q Net Profit Rose on Revenue Growth | Dow Jones * Entain Share Price Suggests Market Isn't Sold on Gambling Opportunities | Dow Jones * North American Morning Briefing: Traders Await -2- | Dow Jones Recommended Newsletters The State of Retirement Income Tax Guide & IRA Resources 2023 Market Forecasts Best Companies to Own 2023 Fund Families FEATURES The 10 Best Dividend Stocks These undervalued stocks with reliable dividends are worth considering today. Susan Dziubinski * The Best Dividend Funds 3 Great Emerging-Markets ETFs These are solid options in an otherwise tough category. Daniel Sotiroff Converting Mutual Funds to ETFs: What to Make of the Trend Daniel Sotiroff MORNINGSTAR'S RETIREMENT PLAYBOOK Watch 5 Must-Knows About In-Retirement Spending Key things retirees can do to stack the deck in their favor. Christine Benz * Morningstar’s Retirement Playbook * Retirement Income and Safe Withdrawal Rates in 2023 A Retiree’s Guide to Guaranteed Income We compare Social Security, TIPS, annuities, and more. John Rekenthaler Bucket Portfolios for Retirees * The Bucket Investor’s Guide to Setting Retirement Asset Allocation * Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors * Tax-Deferred Retirement-Bucket Portfolios for ETF Investors * Tax-Efficient Retirement-Bucket Portfolios for Minimalist Investors Micah Hauptman: Advocating for Investors’ Best Interests Christine Benz, Jeff Ptak Are Americans Too Pessimistic About Their Financial Futures? History says they are. John Rekenthaler Why Portfolio Diversification Helped Investors in 2022 The approach wasn’t a cure-all, but it helped buffer some losses. Amy C. Arnott COMPANIES WE'RE WATCHING Watch 3 Top Tech Stocks to Buy and Hold in 2023 These undervalued wide-moat stocks hold promise for long-term investors. Susan Dziubinski Should You Invest in Growth Stocks or Value Stocks Now? Plus, what to watch for in bank earnings and stock picks for the week. Susan Dziubinski, David Sekera 3 Dividend Stocks for April 2023 These dividend-paying stocks are popular with income investors. David Harrell THE BEST OF THE BEST The Best Companies to Own: 2023 Edition * Best Sustainable Companies to Own: 2023 Edition * The 10 Best Companies to Invest in Now The Best Short-Term Bond Funds These ETFs and mutual funds invest in different types of short-term bonds and earn Morningstar Analyst Ratings of Gold. Susan Dziubinski 3 of the Best Fund Companies Only a handful of firms win high ratings from us. Russel Kinnel Is Meta Stock Still a Buy After Its Big Rally? Sandy Ward The Crypto ETP Market in 6 Charts Manan Agarwal, Sabeeh Ashhar Downgrade for This American Funds Strategy as Team Structure Warrants Caution Vedran Beogradlija QUARTER-END INSIGHTS How the Largest Stock Funds Did in the First Quarter Katherine Lynch * How the Largest Bond Funds Did * Q1 2023 in Review and Market Outlook Stock Funds Off to Hot Start in 2023 A growth-led rally made up for some lost ground after 2022′s shellacking. David Carey * The Best-Performing Stocks of Q1 * The Worst-Performing Stocks of Q1 * 14 Charts on the First Quarter's Whiplash Market Performance * Sekera: Stocks Look Undervalued, but a Rough Road Ahead LAST-MINUTE TAX TIPS Morningstar’s 2023 Tax Guide and IRA Resources Susan Dziubinski 3 Great ETFs for Your IRA in 2023 Ryan Jackson * Important Tax Changes in 2023 * What to Know About Last-Minute IRA Contributions * When Do I Get My Tax Refund? * Your 2023 Tax Fact Sheet and Calendar FINANCIAL LITERACY MONTH How Much Should I Have in My 401(k)? Carole Hodorowicz * Five (Easy) Steps to Setting Up a 401(k) Find the Right Investments for Your Retirement Portfolio Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments. Christine Benz * What's the Difference Between a 401(k) and Roth IRA? * What Are Target-Date Funds? * What Are Mutual Funds? SPECIALISTS More Susan Dziubinski The Best Short-Term Bond Funds John Rekenthaler Are Americans Too Pessimistic About Their Financial Futures? David Sekera Second-Quarter 2023 Stock Market Outlook: Undervalued, but a Rough Road Ahead Christine Benz Model Portfolios for Short- and Intermediate-Term Goals Jeffrey Ptak How Will AI Change Investing? I Asked a Chatbot Amy C. Arnott Why Investment Complexity Is Not Your Friend Russel Kinnel How to Choose Funds for Your IRA 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 12 Live 00:03 00:11 00:15 Chromecast Closed Captions Settings Fullscreen Why Should I Diversify My Portfolio? Watch Should You Invest in Growth Stocks or Value Stocks Now? Watch 3 Top Tech Stocks to Buy and Hold in 2023 Watch 3 Recent Standout ETFs to Avoid Watch 3 Dividend Stocks for April 2023 Watch Where Can the Automotive Industry Go From Here? Part 1 TOPICS ESG InvestingFinancial AdvisorsChristine Benz’s Model PortfoliosMorningstar Investor ScreenerDiscussion ForumsInvestor NewslettersBest InvestmentsAll AuthorsAll Topics STOCKS More PERSONAL FINANCE More Watch Why Should I Diversify My Portfolio? Here’s why portfolio diversification is worth a shot. Carole Hodorowicz Why Portfolio Diversification Helped Investors in 2022 The approach wasn’t a cure-all during last year’s brutal market environment, but it helped buffer some losses. Amy C. Arnott Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it. Christine Benz 3 Pillars of Financial Wellness Vanguard’s Maria Bruno discusses laying the groundwork for financial success, including paying off debt and setting aside emergency reserves. Christine Benz Morningstar's Guide to Life-Stage Investing Maps to follow no matter where you are in your investing life. Christine Benz 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 Downgrade for This American Funds Strategy as Team Structure Warrants Caution The team at Growth Fund of America is skilled and applies a sensible approach, but its future remains unclear. Vedran Beogradlija The Direct-Indexing Landscape in 3 Charts A snapshot of the quickly evolving direct-index world. Jason Kephart How the Largest Stock Funds Did in the First Quarter Fidelity Contrafund, Invesco QQQ lead the pack, while Vanguard Value Index lags. Katherine Lynch 3 of the Best Fund Companies Only a handful of firms win high ratings from us. Russel Kinnel An Up and Down First Quarter for Bond Funds Fixed-income investors sought refuge in high-quality assets amid heightened market uncertainty. Thomas Murphy 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 5 Must-Knows About In-Retirement Spending Key things retirees can do to stack the deck in their favor. Christine Benz Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators. Christine Benz Can You Retire Soon? In the face of market uncertainty, here’s what preretirees need to consider. Christine Benz What Are Workers Paying to Save For Retirement? It depends on the size of your employer, according to our new research. Lia Mitchell Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes. Christine Benz 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 5 ESG Risks and 5 Bargains in Auto Stocks These companies face many ESG risks but offer attractive upsides. Kristoffer Inton In the ESG Backlash, What Makes Sense and What Doesn’t? Deconstructing 5 criticisms of ESG. Leslie Norton 8 Stocks for Impact-Minded ESG Investors Yes, valuation and values can overlap; we see solid long-term opportunities in Glaxo, STMicro, and BorgWarner. 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 Downgrade for This American Funds Strategy as Team Structure Warrants Caution The Direct-Indexing Landscape in 3 Charts How the Largest Stock Funds Did in the First Quarter 3 of the Best Fund Companies An Up and Down First Quarter for Bond Funds STOCKS More ETFS More 3 Great Emerging-Markets ETFs Converting Mutual Funds to ETFs: What to Make of the Trend How to Cut Your Losses With Defined Outcome ETFs March Punctuates Uneven First Quarter for ETF Flows Pay Close Attention When Selecting an Emerging-Markets Bond Fund BONDS More 3 Warning Signs From the Bond Market The Best Bond Funds The Return of the Bond Market Pay Close Attention When Selecting an Emerging-Markets Bond Fund Should I Buy Bonds? SAVE FOR RETIREMENT More 5 Must-Knows About In-Retirement Spending Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors Can You Retire Soon? What Are Workers Paying to Save For Retirement? Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors 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 Why Should I Diversify My Portfolio? Why Portfolio Diversification Helped Investors in 2022 Model Portfolios for Short- and Intermediate-Term Goals 3 Pillars of Financial Wellness Morningstar's Guide to Life-Stage Investing TAX PLANNING More Morningstar’s 2023 Tax Guide and IRA Resources 4 Strategies for an Organized Tax Season When Do I Get My Tax Refund? What You Can Learn From Your Tax Return 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 5 ESG Risks and 5 Bargains in Auto Stocks In the ESG Backlash, What Makes Sense and What Doesn’t? 8 Stocks for Impact-Minded ESG Investors Why You Should Care About Net Zero and Other Climate Jargon FINANCIAL ADVISORS More How the 10-Year RMD Rules Work for Inherited IRAs An Inside Look at Direct Indexing An Inside Look at Direct Indexing 5 Ways Investors Can Succeed by Knowing Their Limits Why Advisors Should Care About Open Banking 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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