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MORNINGSTAR.COM


MARKETS


MARKET INDEXES

Morningstar Indexes
Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market Closed 12.403,03
0.95
0.01%
US Mid Cap Closed 15.098,44
20.03
0.13%
US Small Cap Closed 13.113,10
1.78
−0.01%
US Sustainability Closed 3.416,10
11.69
−0.34%
Women's Empowerment Closed 1.882,28
0.71
−0.04%
Societal Development

1.421,36
7.75
−0.54%

Apr 25, 2024 3:07 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
US Cyclical Closed 14.370,47
14.65
0.10%
US Sensitive Closed 23.490,93
25.99
−0.11%
US Defensive Closed 15.325,97
27.14
0.18%

Apr 24, 2024 10:21 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
US Market Closed 12.403,03
0.95
0.01%
US Large Cap Closed 11.355,09
2.96
−0.03%
US Mid Cap Closed 15.098,44
20.03
0.13%
US Small Cap Closed 13.113,10
1.78
−0.01%
DJIA Closed 38.460,92
42.77
−0.11%
S&P 500 Closed 5.071,63
1.08
0.02%
Nasdaq Closed 15.712,75
16.11
0.10%

Apr 24, 2024 11:16 PM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 37.628,48
831.60
−2.16%
Hang Seng Closed 17.284,54
83.27
0.48%
Shanghai Comp Closed 3.052,90
8.08
0.27%
FTSE 100

8.067,80
27.42
0.34%
DAX

17.912,37
176.33
−0.97%

Apr 25, 2024 10:09 AM GMT+2
About

Market Indexes
Name

Value
Change
Change (%)
Gold (May)

2.328,20
2.20
0.09%
Silver (May)

27,56
0.21
0.78%
Platinum (May)

904,60
4.10
−0.45%
Light Crude (Jun)

82,84
0.03
0.04%
Natural Gas (Jun)

1,94
0.04
−1.87%

Apr 25, 2024 2:57 PM GMT+2
About


U.S. BAROMETER CLOSED

Val Core Gwth Lg −0.12 0.22 0.05 Mid 0.21 0.24 −0.04 Sm 0.15 −0.02 −0.16

Apr 24, 2024 10:21 PM GMT+2


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Tesla
17.45
12.06%
Ford Motor Company
0.01
0.08%
AT&T
0.31
1.88%
Intel Corp
0.22
0.64%
NVIDIA Corp
27.46
−3.33%
Riot Platforms
0.03
0.25%
Apple
2.12
1.27%
Marathon Digital Holdings
0.35
−1.80%
Advanced Micro Devices
0.53
−0.35%
SoundHound AI
0.16
−3.84%


Apr 25, 2024 3:01 AM GMT+2


NEWS

 * U.S. GDP Rose 1.6% Rate in 1Q | Dow Jones
 * Cemex 1Q Net Profit Rises 13% on Year | Dow Jones
 * Union Pacific 1Q Profit Ticks Up Despite Lower Revenue | Dow Jones
 * Bristol-Myers Cuts '24 EPS View, Posts Narrower-Than-Seen 1Q Loss | Dow Jones
 * Keurig Dr Pepper 1Q Earnings Flat While Sales Rise | Dow Jones
 * Northrop Grumman 1Q Sales Top Estimates on Strong Defense Demand | Dow Jones
 * GE Vernova Posts 1Q Loss, Backs 2024 Revenue View | Dow Jones
 * Honeywell's Aerospace Division Leads 1Q Sales Growth | Dow Jones
 * Nestle India Reports Rise in Quarterly Profit, Announces JV With Dr. Reddy's
   Laboratories | Dow Jones
 * Pernod Ricard Sales Fall as It Struggles in China, U.S. — 2nd Update | Dow
   Jones


Recommended Newsletters Company Earnings Q1 In Review and Q2 Market Outlook 33
Undervalued Stocks 10 Best Companies to Invest in Now A Road Map for Retirees
Portfolio Basics


FEATURES

Watch

Generating Retirement Income Just Got Easier—or Did It?
Jason Kephart, Susan Dziubinski
 * IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs

This Dividend Stock With a Nearly 7% Yield Is a Buy After Selloff
Matthew Dolgin
What’s Your Retirement Income Style?
Christine Benz
What Rising Interest Rates Mean for Stock/Bond Correlations
Amy C. Arnott
4 Big Fund Downgrades
Russel Kinnel
5 Growth Stocks to Buy From the Best Money Managers
Susan Dziubinski
March PCE Inflation Index Forecasts Show Mixed Readings On Price Pressures
Gabe Alpert
Meta Earnings: Stock Now Fairly Valued After Latest Selloff
Ali Mogharabi
The Advantage of Low Stock Market Expectations
Danny Noonan


EARNINGS SEASON

Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?
William Kerwin
 * AT&T: Network Outage Didn’t Stop Growth
 * Visa: Growth Holds Steady
 * Verizon: Price Increases Drive Solid Wireless Growth
 * Truist: Expense Control Is Working
 * GE Aerospace: Fantastic Prospects
 * GM: Strong Start to 2024 Is Encouraging

 * Is Charles Schwab Stock a Buy After Earnings?
 * Is Alphabet Stock a Buy Going Into Earnings?
 * Is Eli Lilly Stock a Buy Going Into Earnings?
 * Is Microsoft Stock a Buy Going Into Earnings?
 * Is Albemarle Stock a Buy Going Into Earnings?
 * Read More Company Earnings Updates


FROM OUR SPECIALISTS

Watch

5 Stocks to Buy That We Still Like After They’ve Run Up
Plus, our take on regional bank earnings.
David Sekera, Susan Dziubinski
 * Will Earnings From These 10 AI Stocks Live Up to the Hype?

Are You an Investment Historian or a Futurist?
Each approach has its advantages—and drawbacks.
John Rekenthaler
Benz: My 5 Biggest Investing Mistakes
On my failings as an investor.
Christine Benz
Active ETFs: Where to Find the Best Investment Opportunities
Bryan Armour
2 Wide-Moat Stocks Trading at Rare Discounts
Susan Dziubinski
 * A 5-Star Dividend Stock to Buy With a 3.7% Yield
 * How to Choose an Index Fund
 * The Oldest Balanced Fund Is Still a Top Choice
 * The Best Innovative Companies to Own
 * The Best Defensive Stocks to Buy


INVESTING INSIGHTS

Large-Growth Stocks Are Overvalued. Small-Value Stocks Are Undervalued. Here’s
Why It Matters
Larry Swedroe
Make These Investing Moves Now for a Better Tax Day in 2025
Sheryl Rowling, Ivanna Hampton
How to Position Your Investment Portfolio Before the 2024 Election
Dan Lefkovitz
Meir Statman: ‘The Biggest Risks in Life Are Not in the Stock Market’
Christine Benz, Amy C. Arnott
How Marriage Can Impact Your Health Insurance and Taxes
Sheryl Rowling
ARK’s Cathie Wood on Tesla, AI, and Bitcoin
Valerio Baselli


FINANCIAL LITERACY MONTH

Multitaskers Get Serious About Retirement Funding
Christine Benz
The Good News on Safe Withdrawal Rates
Amy C. Arnott
I’m 65 and Still Working. Should I Enroll in Medicare?
Mark Miller


EARTH WEEK

Amid Outflows, Fidelity and Vanguard a Bright Spot for US Sustainable Funds in
Q1
Mahi Roy
Landmark Rules Ask Companies to Grapple With Climate Risk Very Publicly
Ron Bundy
 * Earth Day 2024: Investing in a Warming Planet
 * Must-Know Climate Statistics for Earth Day
 * 5 Cheap Stocks Leading the Low-Carbon Transition
 * 4 Climate Votes That Matter This Year
 * The Best Sustainable Companies to Own


INVESTMENT IDEAS

The 10 Best Dividend Stocks
Susan Dziubinski
4 Undervalued Semiconductor Stocks
Diana Anghel
 * The Best Companies to Own: 2024 Edition
 * 5 Top Dividend Stocks to Buy From the Best Managers
 * 19 Best Healthcare Companies to Invest In
 * The Best Financial-Services Companies to Own
 * The Best International Companies to Own


SPECIALISTS

More
Christine Benz
Do as I Say (Not as I Do)
John Rekenthaler
Are You an Investment Historian or a Futurist?
Susan Dziubinski
5 Growth Stocks to Buy From the Best Money Managers
Amy C Arnott
What Rising Interest Rates Mean for Stock/Bond Correlations
David Sekera
Q2 Stock Market Outlook: Contrarian Plays Look Increasingly Attractive
Jason Kephart
Is a New Age on the Horizon for 401(k) Participants?
Russel Kinnel
4 Big Fund Downgrades


VIDEOS

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2 Wide-Moat Stocks Trading at Rare Discounts
Watch

5 Stocks to Buy That We Still Like After They’ve Run Up
Watch

Make These Investing Moves Now for a Better Tax Day in 2025
Watch

ARK’s Cathie Wood on Tesla, AI, and Bitcoin
Watch

How to Position Your Investment Portfolio Before the 2024 Election
Watch

Q2 Update: 2024 Outlook for the Stock Market and Economy
Watch

2 Cheap Growth Stocks to Buy During 2Q



TOPICS

Alternative Investments
Bonds
Economy
ETFs
Financial Advisors
Funds
Markets
Personal Finance
Portfolio Construction
Retirement
Stocks
Sustainable Investing
Company Reports




STOCKS

More
5 Growth Stocks to Buy From the Best Money Managers
These stock picks are popular with top-rated concentrated small- and mid-cap
growth fund managers—and they’re undervalued, too.
Susan Dziubinski
2 Wide-Moat Stocks Trading at Rare Discounts
While growth in this industry slows, the prospects for these well-known brands
look attractive.
Susan Dziubinski
The Best Defensive Stocks to Buy
These 10 defensive stocks supply investors with reliable earnings, and often
dividends, when markets look uncertain.
Tori Brovet
4 Undervalued Semiconductor Stocks
Amid the Nvidia-led AI boom, Infineon and STMicroelectronics are among
Morningstar’s top picks.
Diana Anghel
19 Best Healthcare Companies to Invest In
These companies largely earn their competitive advantage from intangible assets,
and their stocks are great choices for an investor’s watchlist.
Emelia Fredlick


PERSONAL FINANCE

More
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the
history of retirement-income solutions.
Jason Kephart
How Marriage Can Impact Your Health Insurance and Taxes
And more financial tips for women on family care planning, donations, and the
wash-sale rule.
Sheryl Rowling
Do as I Say (Not as I Do)
On my failings as an investor.
Christine Benz
TIPS Are on Sale
It’s time to buy shares of TIPS funds, not redeem them.
John Rekenthaler
The Dangerous Myth of ‘The New Normal’
The odds are against those who believe this time is different.
John Rekenthaler



BEST COMPANIES OF 2024

More
The Best Companies to Own: 2024 Edition
These companies stand out from the competition and can be good choices for
long-term investing.
Best International Companies to Own
These companies from various corners of the globe are well positioned for the
future.
Ruth Saldanha
Best Innovative Companies to Own
These companies are expected to benefit from disruptive technologies.
Sachin Nagarajan
Best Financial-Services Companies to Own
What drives these firms’ competitive advantages varies by industry.
Katherine Lynch
Best Sustainable Companies to Own
We believe these companies’ strong ESG management practices give them a
long-term advantage.
Leslie Norton


FUNDS

More
4 Big Fund Downgrades
These Morningstar Medalists have gone from great to simply good.
Russel Kinnel
How to Choose an Index Fund
Index funds provide a way to efficiently cover a market.
Tori Brovet
The Oldest Balanced Fund Is Still a Top Choice
Vanguard Wellington dates to 1929 and is one of the best balanced funds.
Stephen Margaria
7 Top-Performing Large-Growth Funds
The category’s gains have been led by returns from investments in tech stocks.
Kumudini Devalla
These 5 Funds May Be Affected By Broader Company Issues
Why falling Parent Pillar ratings are reason for caution.
Greg Carlson


ADVISOR INSIGHTS

More
Tips for Expanding a Financial Advisory Without Compromising Client Service
Step one: Formalize the partnership. That’s what we recommended for this
father-and-son advisory duo.
Sheryl Rowling
How the 10-Year RMD Rules Work for Inherited IRAs
Rules work differently for each class of beneficiary.
Denise Appleby
An Inside Look at Direct Indexing
Direct indexing is becoming a key addition to financial advisors’ toolkits.
Danny Noonan
5 Ways Investors Can Succeed by Knowing Their Limits
You don’t know what you don’t know when investing.
Jeffrey Ptak
Why Advisors Should Care About Open Banking
Advisors will get fuller view of clients’ financial picture.
Sheryl Rowling


RETIREMENT PLANNING

More
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the
history of retirement-income solutions.
Jason Kephart
The IRS Extends Waiver of Excise Tax for 10-Year Beneficiaries, but Not RMDs
The rules differ for each and determine your obligations.
Denise Appleby
I’m 65 and Still Working. Should I Enroll in Medicare?
How to decide if it’s the right time to sign up for Medicare and the costs of
late enrollment.
Mark Miller
4 Big Fund Downgrades
These Morningstar Medalists have gone from great to simply good.
Russel Kinnel
Can Converting to a Roth IRA Reduce Future RMDs?
Tax and IRA expert Ed Slott says you may want to make this change earlier than
you think.
Christine Benz


SUSTAINABLE INVESTING

More
Bank of America, Goldman Sachs Urged to Disclose Clean Energy Financing in Proxy
Voting
Abortion on the ballot at HCA. The ‘hot topic’ of workers’ rights at Warrior,
and the latest in proxy-voting season.
Leslie P. Norton
Investing in Times of Climate Change
We examine the landscape of climate-focused funds, as options for investors
balloon across the globe.
Hortense Bioy
How to Make Your Voice Heard on Climate Issues
Every day can be Earth Day from an investment perspective.
Thomas Kuh
Earth Day 2024: Must-Know Climate Statistics
Understand the effects of climate change and how investors are reacting.
Susan Zhou
5 Cheap Stocks Leading the Low-Carbon Transition
Moderna, Etsy, Illumina, Healthpeak Properties, and PayPal Holdings are trading
below their fair value estimates.
Muskaan Hemrajani


FUNDS

More
4 Big Fund Downgrades
How to Choose an Index Fund
The Oldest Balanced Fund Is Still a Top Choice
7 Top-Performing Large-Growth Funds
These 5 Funds May Be Affected By Broader Company Issues


STOCKS

More
5 Growth Stocks to Buy From the Best Money Managers
2 Wide-Moat Stocks Trading at Rare Discounts
The Best Defensive Stocks to Buy
4 Undervalued Semiconductor Stocks
19 Best Healthcare Companies to Invest In


ETFS

More
Active ETFs: Where to Find the Best Investment Opportunities
3 Great Value ETFs for 2024
For Most Investors, Single-Stock ETFs Are Best Left Alone
3 Great Emerging-Markets ETFs for 2024
Why This Bitcoin Halving Could Be Different


BONDS

More
This One Tweak Could Improve Your Bond Portfolio in Q2
JPMorgan Core Bond’s Deep Team and Disciplined Approach Earn It an Upgrade
5 Top-Performing Core Bond Funds
A Way to Protect Your Portfolio Against Bond Price Drops
3 Bond Funds for All Yield Seasons


PERSONAL FINANCE

More
Is a New Age on the Horizon for 401(k) Participants?
How Marriage Can Impact Your Health Insurance and Taxes
Do as I Say (Not as I Do)
TIPS Are on Sale
The Dangerous Myth of ‘The New Normal’


SUSTAINABLE INVESTING

More
Bank of America, Goldman Sachs Urged to Disclose Clean Energy Financing in Proxy
Voting
Investing in Times of Climate Change
How to Make Your Voice Heard on Climate Issues
Earth Day 2024: Must-Know Climate Statistics
5 Cheap Stocks Leading the Low-Carbon Transition


FINANCIAL ADVISORS

More
How Marriage Can Impact Your Health Insurance and Taxes
The Advantage of Low Stock Market Expectations
Are You an Investment Historian or a Futurist?
Is a New Age on the Horizon for 401(k) Participants?
Make These Investing Moves Now for a Better Tax Day in 2025


BEST MUTUAL FUND INVESTMENTS

More
Medalist Funds
U.S. Index Funds
Index Medalist Funds
Bond Index Funds
Small Cap Funds


BEST STOCK INVESTMENTS

More
Five Star Stocks
Wide Moat Undervalued Stocks
Core Stock Funds
Wide Moat Stocks
Moats on Sale


BEST ETF INVESTMENTS

More
Gold Rated ETFs
Medalist ETFs
Core Medalist ETFs
Medalist Bond ETFs
Sector ETFs


BEST BOND INVESTMENTS

More
Bond Index Funds
Core Bond Funds
High Yield Bonds
Foreign Bond Funds


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