What's Behind the Strong Performance of Big Funds? Show investors how the companies in their portfolios manage ESG risks relative to their peers. Use one of the industry’s broadest databases to access independent data and analysis on stocks, mutual funds, and exchange-traded products.
These newly rated stocks all earn Morningstar economic moat ratings of narrow or wide. Connect to database.
It’s time to rethink what our financial goals can and should look like. © Copyright 2020 Morningstar, Inc. All rights reserved.
Expand investors’ breadth of coverage for more comprehensive decision-making. Morningstar Investment Research Center. Research on companies, deals, funds, investors, and service providers across the entire public and private investment lifecycle.
Choose from more than 100 virtual educational courses on topics like understanding companies, funds, bonds, and building a portfolio. Do investors have sustainable fund options in defined-contribution plans? Your browser does not support HTML5 video.
Here's how our analysis and ratings can inform how you choose funds.
Low fees give the largest active funds a big boost. Morningstar's Guide to Fixed-Income Investing, A Checklist for Lobbying for a Better 401(k), Morningstar's Guide to Setting Your Withdrawal Rate, How State and Local Taxes Affect Your Retirement Plan, 4 Easy Steps to Finding a Suitable ESG Fund. Which Stocks May Benefit from Different Election Outcomes? The Future of ESG in Retirement Investing, Sustainability Matters: New SEC Rule Weakens Influence of Main Street Investors, A Multifactor Strategy That Effectively Manages Risk, There's More to Value Investing Than Low Prices, Why Preferred Stocks Don't Make Good Bond Substitutes. Fidelity continues to stand out as the best HSA for investing and for spending.
Our manager analysts assign this forward-looking, qualitative rating based on their assessment of a fund's investment merits using a five-tier scale for active and passive managed investments.
Here's the recipe that one of the greatest investors uses to pick stocks.
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery. Determining if you're on track to retire can be more manageable if you break it into smaller steps. Empower financial professionals to evaluate a broader set of equities and validate their assumptions against a trusted source for proven research and ratings. Uncover the true value of stocks and find buying and selling opportunities with our forward-looking star rating for stocks. We think these companies are well positioned to benefit from one of five key trends during the next decade. Can Baby Bonds Shrink the Racial Wealth Gap? Tap into our independent and proven metrics to validate important details about your managed investment products through peer comparison and forward-looking analysis. Maps to follow no matter where you are in your investing life. We use a signature methodology focused on evaluating a firm’s Economic Moat. Tell the story of your investments with research and ratings investors trust.
What to Do If Your Employer Cuts Its 401(k) Match, What Bad Returns at the Wrong Time Can Mean for College, How to Avoid Paying Extra Taxes on Your College Refund, Dear Fellow White Women in Finance: Hold That Door Open, How To Help Your Client With Sudden Wealth. We expect the EV maker to keep innovating to stay ahead of competitors. Risks are far lower than during the last U.S. financial crisis, despite COVID-19's impact. A comprehensive stock database that includes financial data on companies traded on the New York Stock Exchange, NASDAQ®, and the American Stock Exchange; in-depth research reports on companies; data on mutual, closed-end, and exchange-traded funds; analysts' reports on funds; exclusive investment tools and engaging educational features, including interactive training on basic A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration. A toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors around the world. For funds, our star rating illuminates historical performance relative to peers. Our quantitative equity star ratings expand the universe of forward-looking insights to a large universe of more than 50,000 global stocks. We take a deeper dive into major trends within the healthcare industry including the impact of COVID-19 vaccines on the U.S. recovery. This site is protected by reCAPTCHA and the Google © Copyright 2020 Morningstar, Inc. All rights reserved.
What consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce. Powered by PitchBook.
Understand how a company's sustainable competitive advantages impact its ability to generate economic profits over the long term. How to handle this decision--even when it is made for you.
Terms of Service apply. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. With more employers levying spousal surcharges, obtaining coverage on a single plan isn’t necessarily the most cost-effective for dual-earning couples. Empower investors to make the most suitable choices with analyst-driven insights into funds’ sustainable advantages, along with forward-looking perspective into how they might behave in a variety of market environments, across all asset classes. For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
© Copyright 2020 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare. What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.
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