What Top Fund Managers Are Buying and Selling
Across the board, Morningstar Medalists got defensive in the third quarter.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 9,062.36 |
65.89
|
0.73%
|
| U.S. Small Cap | Closed | 11,139.74 |
214.34
|
1.96%
|
| U.S. Mid Cap | Closed | 12,045.45 |
131.22
|
1.10%
|
| DJIA | Closed | 29,591.27 |
327.79
|
1.12%
|
| S&P 500 | Closed | 3,577.59 |
20.05
|
0.56%
|
| NASDAQ | Closed | 11,880.63 |
25.66
|
0.22%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| NIO Inc ADR |
6.47
|
13.14%
|
| FuelCell Energy Inc |
3.01
|
54.33%
|
| Apple Inc |
3.47
|
−2.96%
|
| General Electric Co |
0.31
|
3.18%
|
| American Airlines Group Inc |
1.03
|
8.22%
|
| XPeng Inc ADR |
18.31
|
33.98%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
2.90
|
15.99%
|
| Blink Charging Co |
10.95
|
48.31%
|
| Macy's Inc |
1.36
|
15.03%
|
| Ford Motor Co |
0.12
|
1.37%
|
News
- Yellen Will Confront a Cooling Economic Recovery, Uncertain Stimulus Prospects | Dow Jones
- Xiaomi's Third-Quarter Net Profit Nearly Doubled on Surging Sales | Dow Jones
- U.S. Stock Futures Rise as Election Uncertainty Ebbs | Dow Jones
- Lukoil Swings to 3Q Profit as Energy Prices Bounce Back | Dow Jones
- Germany's Ifo Index Falls as Second Lockdown Takes Toll on Business Sentiment | Dow Jones
- Polyus Board Approves Buyback Program | Dow Jones
- DAX Index to Be Expanded to 40 Members With New Rules on Membership | Dow Jones
- CRH Nine-Month Ebitda Rises 2%; Forecasts $4.4 Billion Ebitda for 2020 | Dow Jones
- German 3Q GDP Rebound Revised Up in Second Estimate | Dow Jones
- Compass Group Fiscal Year 2020 Profit Falls on Lower Revenue | Dow Jones
Features
What Is Gold Worth?
And do any other assets currently compare?
These Fund Managers Are True Believers
Some managers went the extra distance and committed more than $1 million to their niche funds.
COVID-19 VACCINE
How Can Advisors Help Clients Through Market Anxiety?
Our research explored three tactics for dissuading client fears about increased volatility.
Is T. Rowe's Split a Smart Way to Handle Growth?
A newly created entity will bring opportunities and trade-offs.
'Question What You’ve Been Told About Buying a House'
Author of the best-selling book, "I Will Teach You to Be Rich," Ramit Sethi on how homeownership fits into a financial plan.
Tesla Finally Joins the S&P 500
Thereby making the index even more concentrated, high-growth, and volatile.
Will Your Funds Sock You With Capital Gains Payouts This Year?
Here's what to expect from Vanguard, T. Rowe Price, Fidelity and others.
Electricity Demand's COVID Comeback
Utilities should benefit as the U.S. economy electrifies.
THE FUTURE OF SPENDING AND SAVING
What the Coronavirus Means for the Future of Financial Planning
It’s time to rethink what our financial goals can and should look like.
The New Math on Emergency Funds
Don't eat that first potato chip.
Checklist: Steps to Navigating the Changing Face of Spending and Saving
Has the pandemic nudged you to consider readjusting your financial plan? Consider these tips.
OUR PICKS
The Best Municipal-Bond Funds
Here are the highest-rated mutual funds and ETFs across a series of Morningstar’s municipal bond fund categories.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in basic materials and industrials.
2 Undervalued Stocks We Like
Our analysts are excited about these names.
Christine Benz
3 Ways to Deal With Fund Capital Gains Distributions
Susan Dziubinski
5 Cheap Stocks With Growing Dividends
John Rekenthaler
Can Bond Funds Repel the Indexers?
Russel Kinnel
What's Behind the Strong Performance of Big Funds?
Karen Wallace
Should I Pay Off My Student Loans?
We Still Expect a Strong U.S. Economic Recovery
Neither the U.S. election outcome nor the coronavirus third wave will derail it.
Energy Stocks Surge on Positive Vaccine News
But plenty of upside remains.
3 Lessons About Stock Funds, From the Coronavirus Crisis
Something old, something new, and something out of the blue.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
Smart Coping Strategies for Volatile Markets
Here's some advice for those tempted to tinker with their portfolios during times of market turbulence.
The New Math on Emergency Funds
Don't eat that first potato chip.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behavior.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
Electricity Demand's COVID Comeback
Utilities should benefit as the U.S. economy electrifies.
What Is Gold Worth?
And do any other assets currently compare?
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Is T. Rowe's Split a Smart Way to Handle Growth?
A newly created entity will bring opportunities and trade-offs.
What Top Fund Managers Are Buying and Selling
Across the board, Morningstar Medalists got defensive in the third quarter.
Top Core International Funds for Rebalancers
Where to look when your portfolio needs a shift.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Retirees' Year-End Tax-Planning Guide: 2020 Edition
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
Whither the Bucket Portfolios in a Low-Yield World?
Three adjustments can reduce the opportunity cost of buckets 1 and 2.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
What Is the Morningstar ESG Commitment Level?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
Sustainability Matters: Biden Administration Will Improve Regulatory Climate for Sustainable Investing
Climate risk disclosure and rollbacks of recent rules unfavorable to ESG investing are likely.
Sustainability Matters: U.S. Investors Continue to Endorse Sustainable Investing
Last year’s record for flows was broken in July.
The Future of ESG in Retirement Investing
Do investors have sustainable fund options in defined-contribution plans?
2 Best-of-Breed ESG ETFs
New research from Morningstar unpacks the different ways exchange-traded funds pursue sustainable investing.