www.morningstar.com
Open in
urlscan Pro
13.249.9.2
Public Scan
Submitted URL: http://www.morningstar.com/
Effective URL: https://www.morningstar.com/
Submission: On November 03 via api from US — Scanned from DE
Effective URL: https://www.morningstar.com/
Submission: On November 03 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
<form class="mdc-site-search__form" data-v-50f6dd28="">
<div role="search" class="mdc-search-field mds-search-field mdc-site-search__search-field" data-v-71246690="" data-v-50f6dd28=""><input aria-label="Search" placeholder="Search Quotes and Site" type="text"
class="mdc-search-field__input mds-search-field__input" data-v-71246690=""> <svg aria-hidden="true" class="mdc-icon mds-icon mds-search-field__search-icon mds-icon--s" data-v-71246690="">
<use xlink:href="/assets/img/mds.3ec6f34.svg#search--s"></use>
</svg> <!----> <span class="mds-search-field__input-focus-outline" data-v-71246690=""></span></div> <!---->
</form>Text Content
Advertisement Skip to Content * For Investors * For Business * About Us * Get 7 Days Free * * Sign In Sign In * Topics * Investing Ideas * Markets * Stocks * Funds * ETFs * Bonds * Portfolio * Markets * Stocks * Funds * ETFs * Bonds * Investing Ideas * Best Investments * Christine Benz’s Portfolios * Best Companies to Own * Best ETFs * Guide to 529 Plans * Asset Management Companies * Topics * Portfolio Construction * Economy * Sustainable Investing * Personal Finance * Retirement * Save for College * Start Investing * For Advisors * Alternative Investments * Media * Podcasts * Free Email Newsletters * Morningstar Magazine * Videos * Investing Definitions * Just For Investors * Morningstar Investor * Morningstar Investor Newsletters * Legacy Portfolio Manager MORNINGSTAR.COM MARKETS MARKET INDEXES Morningstar Indexes Morningstar U.S. Global Commodities Market Indexes Name Value Change Change (%) US Market 10,603.45 83.58 0.79% US Mid Cap 12,877.17 206.38 1.63% US Small Cap 11,416.79 230.53 2.06% US Sustainability 2,919.01 26.50 0.92% Women's Empowerment 1,626.82 9.72 0.60% Societal Development 1,237.62 12.36 1.01% Nov 3, 2023 3:53 PM GMT+1 About Market Indexes Name Value Change Change (%) US Cyclical 12,389.88 161.23 1.32% US Sensitive 19,531.51 94.58 0.49% US Defensive 13,868.10 111.88 0.81% Nov 3, 2023 3:53 PM GMT+1 About Market Indexes Name Value Change Change (%) US Market 10,603.45 83.58 0.79% US Large Cap 9,690.86 45.53 0.47% US Mid Cap 12,877.17 206.38 1.63% US Small Cap 11,416.79 230.53 2.06% DJIA 33,968.63 129.55 0.38% S&P 500 4,346.38 28.60 0.66% Nasdaq 13,395.38 101.19 0.76% Nov 3, 2023 3:53 PM GMT+1 About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 31,949.89 348.24 1.10% Hang Seng Closed 17,664.12 433.53 2.52% Shanghai Comp Closed 3,030.80 21.39 0.71% FTSE 100 7,405.25 41.28 −0.55% DAX 15,215.27 71.67 0.47% Nov 3, 2023 9:08 AM GMT+1 About Market Indexes Name Value Change Change (%) Gold 1,989.00 3.40 0.17% Silver Closed 22.64 0.00 0.00% Platinum Closed 906.80 0.00 0.00% Light Crude 81.27 1.19 −1.44% Natural Gas 3.50 0.03 0.78% Nov 3, 2023 3:43 PM GMT+1 About U.S. BAROMETER Val Core Gwth Lg 0.72 0.71 0.45 Mid 1.79 1.46 1.65 Sm 2.02 2.10 2.06 Nov 3, 2023 3:53 PM GMT+1 GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Palantir Technologies 0.62 3.45% Tesla 4.13 1.89% Apple 2.11 −1.19% Block 5.83 13.26% Ford Motor Company 0.43 4.24% NIO Inc. 0.28 3.59% Bank of America Corp 0.73 2.64% BRF - Brasil Foods SA 0.05 2.27% American Airlines Group 0.55 4.78% Advanced Micro Devices 3.11 2.88% Nov 3, 2023 3:34 PM GMT+1 NEWS * U.S. Services Sector Weakens Again in October — ISM | Dow Jones * U.S. October Nonfarm Payrolls Up 150K; Unemployment Rate 3.9% | Dow Jones * Intesa Sanpaolo Raises Outlook After Net Interest Income Buoys Earnings | Dow Jones * Enbridge 3Q Profit Falls More Than Expected | Dow Jones * Sempra 3Q Profit Rises After Natural Gas Cost Declined | Dow Jones * Telus 3Q Profit Falls as Costs Mount | Dow Jones * Plus Therapeutics Shares Jump Premarket on FDA Orphan Designation | Dow Jones * Restaurant Brands International 3Q Profit Falls on Higher Costs | Dow Jones * KOSPI Composite Index Rises 2.85% This Week to 2368.34 — Data Talk | Dow Jones * S&P/ASX 200 Benchmark Index Rises 2.22% This Week to 6978.20 — Data Talk | Dow Jones Recommended Newsletters 10 Best Dividend Stocks Best Investments for a Recession 60/40 Portfolio Lessons The Thrilling 30 The Best Vanguard Funds The Best Companies to Own FEATURES 401(k)s for Higher-Income Employees John Rekenthaler * What Is the Right 401(k) Contribution Rate for Middle-Income Workers? * October U.S. Jobs Report: 150,000 Rise in Payrolls, Depressed by Strike Activity * Live Market Stock Trading Updates 7 Undervalued Consumer Defensive Stocks Jülide Sengil Stock Market Falling Deeper Into Undervalued Territory David Sekera Yielding Above 9% and Undervalued by 23%, This Stock Is a Buy Philip Gorham The 10 Best Companies to Invest in Now Margaret Giles 3 Hottest-Selling ETFs Ryan Jackson EARNINGS SEASON Apple Earnings: Steady iPhone Demand, While Services and Gross Margins Steal the Show Brian Colello After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued? Ali Mogharabi After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued? Ali Mogharabi * Shopify Earnings: Impressive Multiprong Margin Surge Drives Strong Results * Eli Lilly: Growth Lifted by Portfolio Strength * Pfizer: Sales Decline Pressures Results * Exxon: Dividend Raised 4%; Outlook Intact * Energy Transfer: Healthy Growth with Crestwood * Palantir: U.S. Commercial Strength and Margin Expansion Mark a Robust Quarter * Albemarle: Falling Lithium Prices Drive Lower Outlook * Sirius XM: Pandora Ad Revenue Growth Helps Top and Bottom Lines * Is Amazon Stock a Buy After Earnings? * Is Berkshire Stock a Buy Ahead of Earnings? * Is Tesla Stock a Buy After Earnings? * Is Verizon Stock a Buy After Earnings? * Is Coca-Cola Stock a Buy After Earnings? * Is Boeing Stock a Buy After Earnings? Watch 3 Undervalued Defensive Stocks to Buy—Plus an Unexpected Pick David Sekera, Susan Dziubinski 2 Cheap Growth Stocks to Buy Susan Dziubinski 4 Tech-Heavy Funds to Watch Sachin Nagarajan TIPS Versus I Bonds Christine Benz * The Best- and Worst-Performing Stocks of October * Fed Meeting: Key Takeaways for Investors * ETF Investors Plowed Into Ultrashort Bonds as Global Markets Slumped A New Way to Achieve Charitable Goals While Saving on Taxes Kitces.com SAVING FOR HIGHER EDUCATION The Best 529 Plans of 2023 Hyunmin Kim A Comprehensive Guide to 529 College Savings Plans Everything you need to know to set up a plan and start saving. What Can a 529 Plan Be Used For? Carole Hodorowicz INVESTING INSIGHTS 5 Scary Stocks for You to Avoid Plus, earnings season highlights. Ruth Saldanha Year-End Charitable-Giving Strategies Christine Benz, Ed Slott * An Investing Guide for Every Life Stage * The Best HSA Providers of 2023 * Fractional Real Estate Investing: What Investors Should Know * Looking Under the Hood: Schwab Charitable Fund JL Collins: The Many Paths to Financial Independence Christine Benz, Jeffrey Ptak 5 Short-Term Bond Funds That Consistently Deliver Paul Olmsted How to Invest Better With Bonds Alec Lucas, Maciej Kowara MARKET UPDATES What’s Going On With the Magnificent Seven? Sarah Hansen 7 Market Trends From Q3 Which stocks look undervalued after a volatile quarter. Zachary Evens Investors Shun Portfolio Diversifiers as They Hedge Their Bets Simon Scott INVESTMENT IDEAS The Best Value Funds Susan Dziubinski The 10 Best Dividend Stocks Susan Dziubinski * The Best Companies to Own: 2023 Edition * 33 Undervalued Stocks for Q4 * The Best Bond Funds * The Best Vanguard Funds * The Best Dividend Funds SPECIALISTS More Christine Benz It’s Open Enrollment Season. Have You Taken a Good Look at an HSA? John Rekenthaler What Is the Right 401(k) Contribution Rate? Amy C Arnott Looking Under the Hood: Schwab Charitable Fund Susan Dziubinski The 10 Best International Stocks to Buy David Sekera Q4 Stock Market Outlook: Equities Undervalued After Retreat Russel Kinnel The Thrilling 30 Samantha Lamas 7 Faux Pas for Financial Advisors To Avoid VIDEOS More Volume 0% Rewind 10 Seconds Next Up This ad will end in 11 Live 00:04 00:10 00:15 Chromecast Closed Captions Settings Fullscreen 3 Undervalued Defensive Stocks to Buy—and a Pick You Wouldn’t Expect Watch 2 Cheap Growth Stocks to Buy Watch 5 Scary Stocks for You to Avoid This Halloween Watch Q3 GDP Report: US Economy Grows Faster Than Expected Watch What to Look for When Shopping for a Health Savings Account Watch 5 Money Mistakes to Avoid in Q4 2023 Watch The 10-Year Treasury Yield Tops 5%. Now What? TOPICS Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal FinancePortfolio ConstructionRetirementStocksSustainable Investing STOCKS More After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued? With the cloud market becoming more segmented, here’s what we think of Alphabet stock. Ali Mogharabi The 10 Best Companies to Invest in Now These undervalued stocks of high-quality companies are attractive investments today. Margaret Giles 5 High-Quality Growth Stock Picks From Loomis Sayles Growth Fund The manager of this top-performing fund highlights some of his favorite holdings. Tom Lauricella Going Into Earnings, Is Albemarle Stock a Buy, a Sell, or Fairly Valued? With lithium pricing uncertain, here’s what we think of Albemarle stock. Seth Goldstein Are Labor Unions Bad for Business? Making the case for General Motors stock despite near-term UAW challenges. Adam Fleck PERSONAL FINANCE More It’s Open Enrollment Season. Have You Taken a Good Look at an HSA? For high-income investors, the high-deductible healthcare plan/HSA combo is close to a no-brainer. Christine Benz How I Handled an Unexpected Inheritance A look at the steps my husband and I took when a death in the family brought about a surprise inheritance. Madeline Hume Cage Match: Traditional Index Funds vs. ETFs How do they stack up when it comes to costs, trading capabilities, and taxes? Christine Benz 2023 Has Investors Questioning All Sorts of Conventional Wisdom About the Market Stock and bond market performance during the past 18 months has challenged some time-tested investment advice. Dan Lefkovitz How to Conduct Your Own Portfolio Makeover Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio. 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 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 10 Funds That Buy Like Buffett in 2023 These mutual funds hold the same stocks as Warren Buffett’s Berkshire Hathaway. David Kathman Despite Recent Struggles, Thematic Funds Are Here to Stay How to use our framework to assess the potential merits of a thematic investment. Kenneth Lamont Profitable Lessons From the Bad Timing of Other Investors Patience rewards, greed kills. Russel Kinnel U.S. Fund Flows: Widespread Outflows Defined March Investors fled stock funds for safer choices. Adam Sabban 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 The Bucket Investor’s Guide to Setting Retirement Asset Allocation Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks. Christine Benz Abandoned Retirement Accounts: The Downside of Automatic Enrollment? These savings could end up lost forever. Jessica Bebel What ‘Higher for Longer’ Interest Rates May Mean for Your Investment Portfolio Don’t let hawkish talk from the Federal Reserve upset your financial plan. Christine Benz Most People Say They Want to ‘Age in Place.’ But What Does That Really Mean? Three top factors that may affect your living decisions as you age. Mark Miller 5 Ways to Be a More Tax-Savvy Investor in 2024 Use these strategies to improve your portfolio’s aftertax results in the coming year. Christine Benz SUSTAINABLE INVESTING More Sustainable Funds Hit by Weaker Demand in Q3 2023 Investors pulled $2.7 billion from U.S. sustainable funds, for fourth consecutive quarter of outflows, amid rising energy prices and political backlash. Alyssa Stankiewicz Best Sustainable Companies to Own: 2023 Edition We believe these companies’ strong ESG management practices give them a long-term advantage. Leslie Norton Beware of the ESG Risks in These 8 AI Companies A look at which companies are best positioned to navigate an AI-based future. Adam Fleck What Would Happen to ESG Proposals If Vanguard, BlackRock and State Street Didn’t Vote? There’s much stronger shareholder support for ESG resolutions than headline figures suggest. Lindsey Stewart How Will AI Affect Investors? Clues From This Year’s Annual Meetings Alphabet, Meta, and Amazon face human and digital rights-related shareholder proposals. Francesca Campo FUNDS More 4 Tech-Heavy Funds to Watch How to Invest Better With Bonds 5 Short-Term Bond Funds That Consistently Deliver Looking Under the Hood: Schwab Charitable Fund 3 Hottest-Selling Funds STOCKS More After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued? The 10 Best Companies to Invest in Now 5 High-Quality Growth Stock Picks From Loomis Sayles Growth Fund Going Into Earnings, Is Albemarle Stock a Buy, a Sell, or Fairly Valued? Are Labor Unions Bad for Business? ETFS More 3 Hottest-Selling ETFs Spot Bitcoin ETFs Inch Closer to Their Debut Where to Invest Amid Higher Interest Rates 7 Top-Performing Active Stock ETFs 4 Big Dividend ETF Upgrades in 2023 BONDS More What Is ‘Normal’ for Interest Rates? How to Use Short-Term Bonds in a Portfolio Why Do Bond Yields Keep Rising? A Crucial Tipping Point for Bond Investors to Keep in Mind The Best Types of Bond Funds for the Core of a Portfolio SAVE FOR RETIREMENT More The Bucket Investor’s Guide to Setting Retirement Asset Allocation Abandoned Retirement Accounts: The Downside of Automatic Enrollment? What ‘Higher for Longer’ Interest Rates May Mean for Your Investment Portfolio Most People Say They Want to ‘Age in Place.’ But What Does That Really Mean? 5 Ways to Be a More Tax-Savvy Investor in 2024 INVEST IN RETIREMENT More Year-End Charitable-Giving Strategies 5 Money Mistakes to Avoid in Q4 2023 What Happens to Your HSA in Retirement? Will You Need Permission to Spend in Retirement? 4 Key Medicare Changes for 2023 PERSONAL FINANCE More It’s Open Enrollment Season. Have You Taken a Good Look at an HSA? How I Handled an Unexpected Inheritance Cage Match: Traditional Index Funds vs. ETFs 2023 Has Investors Questioning All Sorts of Conventional Wisdom About the Market How to Conduct Your Own Portfolio Makeover TAX PLANNING More A New Way to Achieve Charitable Goals While Saving on Taxes 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 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 529 Plans: What’s Changed and What’s the Same? 2 Top-Rated 529 Plans Morningstar 529 Ratings: The Top Plans and What They Offer The Best Way to Save for College What Is a 529 College Savings Plan? SUSTAINABLE INVESTING More Sustainable Funds Hit by Weaker Demand in Q3 2023 Best Sustainable Companies to Own: 2023 Edition Beware of the ESG Risks in These 8 AI Companies What Would Happen to ESG Proposals If Vanguard, BlackRock and State Street Didn’t Vote? How Will AI Affect Investors? Clues From This Year’s Annual Meetings FINANCIAL ADVISORS More 14 Charts Financial Advisors Should Show Clients How to Achieve Black Generational Wealth Tips for Expanding a Financial Advisory Without Compromising Client Service How the 10-Year RMD Rules Work for Inherited IRAs An Inside Look at Direct Indexing 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 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. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Read our editorial policy to learn more about our process. Site Index * What We Do * All Products & Services * Our Signature Methodologies * Morningstar Investment Conference * Company * About Us * Careers * Diversity, Equity, & Inclusion * Corporate Sustainability * Newsroom * Investor Relations * Get Help * Advertising Opportunities * Feedback * Reprints * Global Contacts -------------------------------------------------------------------------------- United States © Copyright 2023 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. * Terms and Conditions * Privacy Center * Disclosures * Member User Agreement * Corrections * Do Not Sell or Share My Personal Information * Accessibility Give Feedback