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MORNINGSTAR.COM




MARKETS


MARKET INDEXES

Morningstar Indexes
Morningstar U.S. Global Commodities


Market Indexes
Name

Value
Change
Change (%)
US Market

11,275.82
52.52
0.47%
US Mid Cap

13,808.91
67.09
0.49%
US Small Cap

12,278.84
68.78
0.56%
US Sustainability

3,096.25
13.28
0.43%
Women's Empowerment

1,730.79
9.07
0.53%
Societal Development

1,316.96
3.58
0.27%

Dec 8, 2023 8:55 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
US Cyclical

13,313.49
59.51
0.45%
US Sensitive

20,952.08
148.04
0.71%
US Defensive

14,234.58
13.99
−0.10%

Dec 8, 2023 8:55 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
US Market

11,275.82
52.52
0.47%
US Large Cap

10,272.70
46.35
0.45%
US Mid Cap

13,808.91
67.09
0.49%
US Small Cap

12,278.84
68.78
0.56%
DJIA

36,256.52
139.14
0.39%
S&P 500

4,605.73
20.14
0.44%
Nasdaq

14,411.46
71.47
0.50%

Dec 8, 2023 8:55 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
Nikkei 225 Closed 32,307.86
550.45
−1.68%
Hang Seng Closed 16,334.37
11.52
−0.07%
Shanghai Comp Closed 2,969.56
3.35
0.11%
FTSE 100 Closed 7,554.47
40.75
0.54%
DAX Closed 16,759.22
130.23
0.78%

Dec 8, 2023 5:55 PM GMT+1
About

Market Indexes
Name

Value
Change
Change (%)
Gold (Dec)

2,001.00
28.90
−1.42%
Silver (Dec)

22.97
0.76
−3.21%
Platinum (Dec) Closed 930.20
8.10
0.89%
Light Crude (Jan)

71.14
1.80
2.60%
Natural Gas (Jan)

2.57
0.02
−0.77%

Dec 8, 2023 8:45 PM GMT+1
About


U.S. BAROMETER

Val Core Gwth Lg 0.40 0.07 0.73 Mid 0.46 0.43 0.57 Sm 0.51 0.38 0.81

Dec 8, 2023 8:55 PM GMT+1


GAINERS, LOSERS, ACTIVES

Actives Gainers Losers

Market Movers
Equity Name
Price Change
Percent Change
Tesla
1.81
0.75%
Advanced Micro Devices
0.66
0.51%
Marathon Digital Holdings
1.03
6.65%
Palantir Technologies
0.65
3.77%
Paramount Global
1.91
12.68%
NIO Inc.
0.07
−0.87%
Apple
1.71
0.88%
Ford Motor Company
0.23
2.13%
Rivian Automotive
0.05
−0.26%
NVIDIA Corp
10.20
2.19%


Dec 8, 2023 8:36 PM GMT+1


NEWS

 * Retail Sales Seen Down — Data Week Ahead | Dow Jones
 * Nordic Shares Closed Up Friday; engcon Cl B Climbed Highest | Dow Jones
 * FTSE 100 Closes Friday Up on Seven-Week High After Oil Rebound, Broker
   Upgrades | Dow Jones
 * Bank of Montreal Currently Up Eight Consecutive Days, on Track for Longest
   Winning Streak Since March 2022 — Data Talk | Dow Jones
 * Booking Holdings On Pace for Record High Close — Data Talk | Dow Jones
 * Axos Financial Shares Rise 12% After Buying Two Loan Portfolios From FDIC |
   Dow Jones
 * U.S. Consumer Confidence Jumps in December as Inflation Pressure Eases -
   University of Michigan | Dow Jones
 * FedEx Currently Up Eight Consecutive Days, on Track for Largest Winning
   Streak Since October 2020 — Data Talk | Dow Jones
 * AbbVie Currently Up Eight Consecutive Days, on Track for Longest Winning
   Streak Since December 2021 — Data Talk | Dow Jones
 * U.S. November Nonfarm Payrolls Up 199,000, Unemployment Rate 3.7% | Dow Jones


Recommended Newsletters Retiree’s Guide to Guaranteed Income Minimalist
Portfolio in 5 Steps Safe Withdrawal Rates for Retirees Best Funds for
Rebalancing for 2024 10 Best Dividend Stocks


FEATURES

Earnings Yields vs. Bond Yields: Where Are They Today?
And what that relationship indicates about future returns.
John Rekenthaler
 * November Jobs Report Shows Steady Strength In Hiring
 * Live Stock Market Updates

Where to Invest in Bonds in 2024
David Sekera
Obesity Drug Stocks: Where to Invest Now
Diana Anghel
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
Jocelyn Jovène
5 Ultracheap Stocks to Buy With the Best Return on Investment
Susan Dziubinski
How Investors Can Take Advantage of the 5% Interest-Rate Reset
Hong Cheng, Brian Moriarty
Tesla’s Anti-Union Model Faces a Massive Challenge In Europe
Johanna Englundh
7 Undervalued Stocks to Buy Now That Could Move the Market in 2024
David Sekera, Susan Dziubinski
 * A Dividend Aristocrat to Buy That’s 18% Undervalued and Yields Nearly 4%
 * 4 Funds That Have Gotten Riskier
 * 3 Undervalued Stocks With Momentum
 * The Best Dividend Funds

5 Investing Rules I Break in My Portfolio
Adam Fleck
What Makes Vanguard Total International Stock Index Fund One of the Best
Zachary Evens
 * Why Investors Should Keep An Eye on Small-Cap Stocks
 * Why Fidelity Low-Priced Stock Still Gets a High Rating
 * Don’t Overlook Short-Term Fixed-Income Just Yet
 * Why Is Vanguard Pitching Margin Loans?


COP28

Resist Doomism: How Investors Can Address Climate Risks Here and Now
3 ways to consider climate’s role in your investments.
Kunal Kapoor
 * Top Stocks for Climate-Focused Investors

Top-Rated ESG Funds You Haven’t Heard of ... Yet
Alyssa Stankiewicz
For 2024, Expect Investors to Stay Laser-Focused on Climate, Sustainalytics &
Indexes Chief Says
Ron Bundy
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
Valerio Baselli
 * 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
 * U.S. Oil & Gas Producers Could Face $4.8 Billion in Methane-Related Charges,
   Study Claims


MARKET INSIGHTS

Should You T-Bill and Chill?
The pros and cons of taking refuge in cash now that yields are hovering above
5%.
Amy C. Arnott
Why Bonds Are Making a Huge Comeback
Traders are looking ahead to rate cuts as soon as March.
Sarah Hansen
Company Earnings
 * Broadcom: Higher AI Forecast and Rapid VMware Integration Are Encouraging
 * Lululemon: Strong Momentum Entering Holidays
 * MongoDB: Stellar Results on Enterprise Strength
 * Nio: Decent Vehicle Margin Recovery


INVESTMENT PICKS

The 10 Best Companies to Invest in Now
Margaret Giles
Undervalued by 45%, This Wide-Moat Stock Is a Buy This Holiday Season
Sean Dunlop
 * 10 Cheap Dividend-Growth Stocks to Buy
 * 3 Great Funds for Contrarians in 2024
 * 3 Dividend Stocks for December
 * 3 Undervalued Stocks With Momentum
 * 6 Gold-Rated Funds With Big Yields


PERSONAL FINANCE

7 Great Investing Books for Beginners
Carole Hodorowicz
What’s Your Why?
A personal reflection.
Madeline Hume
 * What You Need to Know About Inherited IRAs
 * Should You Invest in Stocks, Bonds, or a 5% CD?
 * The Best 529 Plans of 2023
 * Must-Knows About RMDs in 2023
 * Dan Haylett: Retirement Planning = Life Planning


YEAR-END FINANCIAL PLANNING

A Year-End Bucket To-Do List
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
David Sekera
The Santa Claus Rally Came Early. Here’s What To Do Next.
Christine Benz
Tax-Efficient Model Portfolios
Susan Dziubinski
5 Ultracheap Stocks to Buy With the Best Return on Investment
Amy C Arnott
Should You T-Bill and Chill?
John Rekenthaler
Why Is Vanguard Pitching Margin Loans?
Russel Kinnel
6 Gold-Rated Funds With Big Yields
Samantha Lamas
Why It’s Important to Retire With Purpose


VIDEOS

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7 Undervalued Stocks to Buy Now That Could Move the Market in 2024
Watch

3 Undervalued Stocks With Momentum
Watch

3 Dividend Stocks for December 2023
Watch

Timing the Market Doesn’t Work. We Did the Math.
Watch

Should You Invest in Stocks, Bonds, or a 5% CD?
Watch

3 Great Funds for Contrarians in 2024
Watch

Are Small-Cap Stocks Worth Investing In?



TOPICS

Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal
FinancePortfolio ConstructionRetirementStocksSustainable InvestingCompany
Reports




STOCKS

More
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
The similarities and differences between two dominant tech stocks with huge
rallies.
Jocelyn Jovène
5 Ultracheap Stocks to Buy With the Best Return on Investment
These undervalued companies have generated great returns in more ways than one.
Susan Dziubinski
3 Undervalued Stocks With Momentum
The stocks of these companies with economic moats have rallied during the past
month. We think they have more room to run.
Susan Dziubinski
3 Dividend Stocks for December 2023
The dividend prospects for three firms with economic moats.
David Harrell
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


PERSONAL FINANCE

More
5 Investing Rules I Break in My Portfolio
Don’t let perfect investing be the enemy of good.
Adam Fleck
A Year-End Bucket To-Do List
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax
planning, and charitable giving.
Christine Benz
What’s Your Why?
A personal reflection.
Madeline Hume
Should You T-Bill and Chill?
The pros and cons of taking refuge in cash now that yields are hovering above
5%.
Amy C Arnott
Tax-Efficient Model Portfolios
Whether you’re a retirement saver or a retiree, we’ve got a portfolio that will
limit the drag of taxes.
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 Dividend Funds
These dividend ETFs and mutual funds earn high ratings from Morningstar for
2024.
Tori Brovet
What Makes Vanguard Total International Stock Index Fund One of the Best
Low fees and wall-to-wall foreign stock exposure make this fund tough to beat as
a core holding.
Zachary Evens
4 Funds That Have Gotten Riskier
Volatility has increased at these funds.
Greg Carlson
Don’t Overlook Short-Term Fixed-Income Just Yet
Attractive income remains available at the front end of the curve.
Max Curtin
Why Fidelity Low-Priced Stock Still Gets a High Rating
This mutual fund’s inimitable portfolio is in good hands.
Robby Greengold


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
Resist Doomism: How Investors Can Address Climate Risks Here and Now
Three ways to consider climate’s role in your investments, Morningstar CEO says.
Kunal Kapoor
U.S. Oil & Gas Producers Could Face $4.8 Billion in Methane-Related Charges,
Study Claims
Trouble ahead for Diversified Energy, ConocoPhillips, Occidental, and CRC?
Leslie P. Norton
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


FUNDS

More
The Best Dividend Funds
What Makes Vanguard Total International Stock Index Fund One of the Best
4 Funds That Have Gotten Riskier
Don’t Overlook Short-Term Fixed-Income Just Yet
Why Fidelity Low-Priced Stock Still Gets a High Rating


STOCKS

More
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
5 Ultracheap Stocks to Buy With the Best Return on Investment
3 Undervalued Stocks With Momentum
3 Dividend Stocks for December 2023
10 Cheap Dividend-Growth Stocks to Buy


ETFS

More
ETF Flows: The Dam Bursts in November
What Makes Vanguard Total International Stock Index Fund One of the Best
Few ETFs Are Paying Out Capital Gains in 2023
Here’s Why Active ETFs Are So Hot Right Now
Bond Ladder ETFs Can Help Investors Climb Higher


BONDS

More
Why Bonds Are Making a Huge Comeback
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?


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
What You Need to Know About Inherited IRAs
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


PERSONAL FINANCE

More
5 Investing Rules I Break in My Portfolio
A Year-End Bucket To-Do List
What’s Your Why?
Should You T-Bill and Chill?
Tax-Efficient Model Portfolios


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
Resist Doomism: How Investors Can Address Climate Risks Here and Now
U.S. Oil & Gas Producers Could Face $4.8 Billion in Methane-Related Charges,
Study Claims
Top Stocks for Climate-Focused Investors
What Stocks Do ESG Funds Own?
ESG Asset Manager Impax Is Down. Is It Worth 50% More?


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


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