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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 11,165.12 5.75 0.05% US Mid Cap 13,662.48 77.70 0.57% US Small Cap 12,008.20 130.38 1.10% US Sustainability 3,076.05 2.72 0.09% Women's Empowerment 1,717.51 2.21 0.13% Societal Development 1,308.58 2.03 0.16% Dec 1, 2023 4:58 PM GMT+1 About Market Indexes Name Value Change Change (%) US Cyclical 13,147.88 34.08 0.26% US Sensitive 20,727.80 14.95 −0.07% US Defensive 14,178.55 8.44 0.06% Dec 1, 2023 4:58 PM GMT+1 About Market Indexes Name Value Change Change (%) US Market 11,165.12 5.75 0.05% US Large Cap 10,184.94 17.63 −0.17% US Mid Cap 13,662.48 77.70 0.57% US Small Cap 12,008.20 130.38 1.10% DJIA 36,004.85 53.96 0.15% S&P 500 4,565.74 2.06 −0.05% Nasdaq 14,180.28 45.94 −0.32% Dec 1, 2023 4:58 PM GMT+1 About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 33,431.51 55.38 −0.17% Hang Seng Closed 16,830.30 212.58 −1.25% Shanghai Comp Closed 3,031.64 1.96 0.06% FTSE 100 7,532.37 78.62 1.05% DAX 16,347.44 132.01 0.81% Dec 1, 2023 4:43 PM GMT+1 About Market Indexes Name Value Change Change (%) Gold (Dec) 2,049.40 11.30 0.55% Silver (Dec) 25.33 0.03 0.13% Platinum (Dec) Closed 930.20 0.00 0.00% Light Crude (Jan) 75.97 0.01 0.01% Natural Gas (Jan) 2.82 0.02 0.57% Dec 1, 2023 4:48 PM GMT+1 About U.S. BAROMETER Val Core Gwth Lg 0.08 0.06 −0.05 Mid 0.57 0.64 0.50 Sm 1.06 0.97 1.28 Dec 1, 2023 4:58 PM GMT+1 GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change Tesla 5.80 −2.42% Pfizer 1.49 −4.89% CleanSpark 1.09 17.50% UiPath 4.88 24.71% Marathon Digital Holdings 1.06 8.85% NIO Inc. 0.20 −2.82% Palantir Technologies 0.26 −1.30% Ford Motor Company 0.17 1.70% Intel Corp 1.55 −3.48% Advanced Micro Devices 1.57 −1.30% Dec 1, 2023 4:39 PM GMT+1 NEWS * Wells Fargo on Track for Longest Winning Streak Since October 2019 — Data Talk | Dow Jones * Starbucks Currently Down 10 Consecutive Days, on Pace for Longest Losing Streak Since November 2008 — Data Talk | Dow Jones * U.S. Factory Activity Stays Sluggish in November — ISM | Dow Jones * Pfizer Down Over 6%, on Track for Lowest Close Since March 2020 — Data Talk | Dow Jones * Worldline Shares Jump on Report Credit Agricole Is Weighing Stake | Dow Jones * National Bank of Canada Segments Growth Drive 4Q Profit, Revenue Rise | Dow Jones * National Bank of Canada Boosts Dividend by 3.9%, Sets Stock Buyback | Dow Jones * Bank of Montreal 4Q Profit, Revenue Down as Costs, Provisions Drag | Dow Jones * North American Morning Briefing: S&P 500 Futures Steady as Powell Comments Awaited | Dow Jones * North American Morning Briefing: S&P 500 Futures -2- | 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 Watch Should You Invest in Stocks, Bonds, or a 5% CD? Here’s how to think about your asset allocation amid today's attractive cash yields. Christine Benz * Morningstar’s Top Minimalist Fund Picks to Simplify Your Retirement Portfolio Mutual Fund Strategies Don’t Belong on Trial John Rekenthaler The 10 Best Companies to Invest in Now Margaret Giles 7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch Tom Lauricella Dodge & Cox Leader’s Personal Trading Unlikely to Have Been Unethical What to make of a news report that suggested CIO David Hoeft personally profited from fund moves. Tony Thomas Why This Vanguard Inflation Fighter Gets a High Rating Paul Olmsted 10 Cheap Dividend-Growth Stocks to Buy Susan Dziubinski Undervalued by 45%, This Wide-Moat Stock Is a Buy This Holiday Season Sean Dunlop 3 Great Funds for Contrarians in 2024 Susan Dziubinski STOCK ANALYST UPDATES Apple: We Advise Waiting for a Pullback Before Investing William Kerwin Snowflake: Long-Term Upside Is Far From Melting Julie Bhusal Sharma * Is Target Stock a Buy After Earnings? * Is Walmart Stock a Buy After Earnings? * Is Nvidia a Buy After Earnings? * Is Alibaba Stock a Buy After Earnings? * Is Home Depot Stock a Buy After Earnings? REMEMBERING CHARLIE MUNGER Final Thoughts From Charlie Munger on Apple, Warren Buffett, and the Big Costco Error James Gruber * What We’ve Learned From Warren Buffett and Charlie Munger Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett Greggory Warren 12 Lessons on Money and More From Charlie Munger and Warren Buffett Haywood Kelly INVESTING IDEAS 3 Gold-Rated Funds Whose Managers Love Healthcare Stocks Drew Carter 4 Top Stocks to Buy on Sale Plus, our take on Nvidia’s earnings and retail sales expectations for the fourth quarter. * 6 Gold-Rated Funds With Big Yields * 4 Stocks That Benefit From Interest-Free Sources of Capital * 3 High-Quality Stocks to Buy on Weakness * 5 Top-Performing Corporate Bond Funds With High Yields * Are Small-Cap Stocks Worth Investing In? COP28: 2023 CLIMATE CHANGE CONFERENCE UNDERWAY Top Stocks for Climate-Focused Investors Alyssa Stankiewicz 10 Clean Energy Funds to Freshen Up Your Portfolio Alyssa Stankiewicz * Want to Invest in Nuclear Energy? The True Winner Is Found in These Funds * What a Warmer Future Means for Oil & Gas Stocks * How to Analyze a Company’s Climate Transition Plan * A Look at Climate-Related Shareholder Proposals INVESTOR INSIGHTS What’s Really Driving Inflation and Bond Yields? John Rekenthaler Who Can Best Manage Your Investments? Sheryl Rowling Mike Moran: Taking the Temperature on Retirement Readiness Christine Benz PERSONAL FINANCE 7 Great Investing Books for Beginners Carole Hodorowicz 6 Conversations About Money to Have With Your Family Over the Holidays Amy C Arnott Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help Madeline Hume YEAR-END FINANCIAL TO-DO'S Don’t Rule Out Tax-Loss Selling as 2023 Winds Down Christine Benz It’s Time for a Checkup on Your Medicare Coverage Mark Miller * Top 10 Tax-Loss Swaps to Make Before Year-End * Morningstar’s Tax Guide and IRA Resources * How to Manage Capital Gains Distributions From Your Funds in 2023 * Must-Knows About Required Minimum Distributions as 2023 Winds Down SPECIALISTS More Susan Dziubinski 10 Cheap Dividend-Growth Stocks to Buy Amy C Arnott 6 Conversations About Money to Have With Your Family Over the Holidays David Sekera Which Stocks Are Well Positioned for 2023 Holiday Sales? Christine Benz 3 Tax-Friendly Charitable-Giving Strategies for Retirees John Rekenthaler What’s Really Driving Inflation and Bond Yields? Russel Kinnel 6 Gold-Rated Funds With Big Yields Samantha Lamas Why It’s Important to Retire With Purpose VIDEOS More for ideas to invest in for 2024. Volume 0% Quality Closed Captions Auto 360p720p540p480p360p OffEnglish Rewind 10 Seconds Next Up Live 00:03 03:17 03:21 Chromecast English Settings Fullscreen 3 Great Funds for Contrarians in 2024 Watch Are Small-Cap Stocks Worth Investing In? Watch 4 Top Stocks to Buy on Sale Watch Make the Most of Your HSA Benefits and Investments in 2024 Watch 3 Stocks to Sell and 3 Stocks to Buy Before 2024 Watch 2 Warren Buffett Stocks to Sell Watch Travel Stocks to Consider This Holiday Season TOPICS Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal FinancePortfolio ConstructionRetirementStocksSustainable InvestingCompany Reports STOCKS More 10 Cheap Dividend-Growth Stocks to Buy The stocks of these companies with a history of raising their dividends look undervalued heading into 2024. Susan Dziubinski Are Small-Cap Stocks Worth Investing In? Given their chronic underperformance, it’s a fair question. Dan Lefkovitz 2 Warren Buffett Stocks to Sell These stocks in Berkshire Hathaway’s portfolio look overpriced today. Susan Dziubinski 5 Themes From Q3 Earnings Season Consumer spending is down, defense stocks are up, and more. Michael Field Top 10 Tax-Loss Swaps to Make Before Year-End Before the ball drops on New Year’s, reduce next year’s tax bill by selling your losers and swapping into undervalued stocks. David Sekera PERSONAL FINANCE More 6 Conversations About Money to Have With Your Family Over the Holidays Carve out some time to discuss financial planning. Amy C Arnott 12 Minimalist Portfolios You Don’t Have to Babysit Low-maintenance, low-cost investment mixes for retirees, younger savers, and everyone in between. Christine Benz Does the Apple Savings Account Live Up to the Hype? How this high-yield savings account stacks up to other options. Amy C Arnott Don’t Rule Out Tax-Loss Selling as 2023 Winds Down Despite strong gains for the broad market, investors may find tax losses in their equity and bond portfolios. Christine Benz 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 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 Watch 3 Great Funds for Contrarians in 2024 These highly rated funds hail from a part of the market that’s out of favor in 2023. Susan Dziubinski Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help Comparing the top 10 providers. Madeline Hume 3 Gold-Rated Funds Whose Managers Love Healthcare Stocks Although the sector has suffered recently, it won’t hurt these well-run funds forever. Drew Carter Why This Vanguard International Index Fund Is Highly Rated Vanguard FTSE Developed Market Index offers comprehensive exposure to foreign developed markets on the cheap. Zachary Evens 5 Top-Performing Corporate Bond Funds With High Yields These funds have outperformed in 2023 and come with high yields for investors. Katherine Lynch 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 Must-Knows About Employee Stock Options How to balance the tax and investment considerations. Christine Benz Why I’m Reimagining My Retirement My sandwich-generation crunch changed how I’m planning to live and invest in my later years. Laura Lallos Why It’s Important to Retire With Purpose Retirement isn’t the freedom from work, but the freedom to do your life’s work. Samantha Lamas Worried About Long-Term Care Expenses? Let’s Do Something About It. How a fourth portfolio bucket can help. Christine Benz We Need to Talk About Your Retirement ‘Spending’ Big inheritances can be a sign of underconsumption and suboptimal planning. Christine Benz SUSTAINABLE INVESTING More Top Stocks for Climate-Focused Investors These stocks are highly rated by Morningstar analysts and commonly held in climate funds. Alyssa Stankiewicz What Stocks Do ESG Funds Own? The case for these three stocks held in sustainable large-cap funds. Francesca Campo ESG Asset Manager Impax Is Down. Is It Worth 50% More? What could drive Impax shares? Global warming, ‘authenticity,’ and sheer cheapness. Leslie P. Norton 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 FUNDS More 3 Great Funds for Contrarians in 2024 Still Thinking of Giving This Holiday Season? A Donor-Advised Fund May Help 3 Gold-Rated Funds Whose Managers Love Healthcare Stocks Why This Vanguard International Index Fund Is Highly Rated 5 Top-Performing Corporate Bond Funds With High Yields STOCKS More 10 Cheap Dividend-Growth Stocks to Buy Are Small-Cap Stocks Worth Investing In? 2 Warren Buffett Stocks to Sell 5 Themes From Q3 Earnings Season Top 10 Tax-Loss Swaps to Make Before Year-End ETFS More Here’s Why Active ETFs Are So Hot Right Now Bond Ladder ETFs Can Help Investors Climb Higher 3 Best New ETFs of 2023 3 Hottest-Selling ETFs Spot Bitcoin ETFs Inch Closer to Their Debut BONDS More With Yields Above 4.6%, Intermediate Bonds Have Passed a Tipping Point 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 SAVE FOR RETIREMENT More Must-Knows About Employee Stock Options Why I’m Reimagining My Retirement Why It’s Important to Retire With Purpose Worried About Long-Term Care Expenses? Let’s Do Something About It. We Need to Talk About Your Retirement ‘Spending’ INVEST IN RETIREMENT More The Good News on Safe Withdrawal Rates Must-Knows About Required Minimum Distributions as 2023 Winds Down Yes, RMDs Can Improve Your Portfolio Year-End Charitable-Giving Strategies 5 Money Mistakes to Avoid in Q4 2023 PERSONAL FINANCE More 6 Conversations About Money to Have With Your Family Over the Holidays 12 Minimalist Portfolios You Don’t Have to Babysit Does the Apple Savings Account Live Up to the Hype? Don’t Rule Out Tax-Loss Selling as 2023 Winds Down It’s Open Enrollment Season. Have You Taken a Good Look at an HSA? TAX PLANNING More Taking Tax-Loss Harvesting to the Next Level How to Give to Charity and Save on Taxes 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 START INVESTING More Financial Tips for Young Adults How to Invest Like Warren Buffett A Comprehensive Guide to 529 College Savings Plans 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 A Comprehensive Guide to 529 College Savings Plans SUSTAINABLE INVESTING More Top Stocks for Climate-Focused Investors What Stocks Do ESG Funds Own? ESG Asset Manager Impax Is Down. Is It Worth 50% More? Sustainable Funds Hit by Weaker Demand in Q3 2023 Best Sustainable Companies to Own: 2023 Edition FINANCIAL ADVISORS More Who Can Best Manage Your Investments? Answers to Your Roth IRA Questions Tips for Making a Great Firm Even Greater 5 Charts on the Current Market Save Your Clients Money With These Tax Tips 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. 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