An 8-Step Plan to Tackle a Bear Market
A bear market is the perfect time to look under the hood of your portfolio and financial plan.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 9,593.15 |
0.23
|
−0.00%
|
| U.S. Mid Cap | Closed | 12,894.08 |
10.69
|
−0.08%
|
| U.S. Small Cap | Closed | 11,234.71 |
14.89
|
−0.13%
|
| U.S. Sustainability | Closed | 2,558.05 |
2.95
|
0.12%
|
| Women's Empowerment | Closed | 1,458.80 |
5.58
|
0.38%
|
| Societal Development | Closed | 1,219.35 |
5.74
|
0.47%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Zynga |
0.17
|
−2.04%
|
| Advanced Micro Devices |
3.17
|
−3.28%
|
| Apple |
0.24
|
0.17%
|
| NIO |
0.22
|
−1.32%
|
| Ford Motor Company |
0.35
|
−2.72%
|
| NVIDIA Corp |
4.30
|
−2.51%
|
| Nu Holdings Ltd |
0.52
|
−12.01%
|
| Bank of America Corp |
0.59
|
−1.71%
|
| SoFi Technologies |
0.26
|
−3.35%
|
| Annaly Capital Management |
0.05
|
0.80%
|
News
- ADRs End Higher, Leju Holdings and Sanofi Trade Actively | Dow Jones
- S&P MERVAL Index Ends the Week 0.76% Lower at 88118.96 — Data Talk | Dow Jones
- BOVESPA Index Ends the Week 1.46% Higher at 108487.88 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends the Week 0.49% Higher at 20197.61 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends the Week 3.91% Higher at 51518.30 — Data Talk | Dow Jones
- Correction to Vir Biotechnology Shares Fall 9% Article | Dow Jones
- Vir Biotechnology Shares Fall 9% After Terminating Agreement with WuXi Bio | Dow Jones
- CNH Industrial Down Nearly 9%, On Pace for Largest Percent Decrease Since June 2020 — Data Talk | Dow Jones
- GDP Seen Down 1.3% — Data Week Ahead | Dow Jones
- TJX Companies Down Over 7%, on Pace for Largest Percent Decrease Since March 2020 — Data Talk | Dow Jones
Features
Markets Brief: The Fed's Favorite Inflation Indicator on Deck
Stocks avoid bear market, barely, as retailers get slammed.
When Everything Declines at Once
From the archives: Past correlations are a hazardous guide for the future.
Strategies for a Down Market
So Far, Low-Volatility ETFs Are Doing Their Job in 2022
A look at how low-volatility ETFs have performed in recent adverse markets.
What Are Real Yields and Why Do They Matter to Stocks?
Real yields have been pointed to as a culprit in 2022's stock market selloff.
What's Driving the Latest Big Drop in Stocks?
Worries about inflation’s toll on earnings spark Wednesday’s 4% plunge, but stocks are now far undervalued.
Morningstar Investment Conference
Weekly Wrap: Food Stocks, Sector Funds, and Tesla
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Here Is Why Tesla’s ESG Risk Rating Isn't That Great
That could change, as the company listens more to shareholders.
Investment Picks
11 Undervalued Stocks That Crushed Earnings
Citigroup and Sabre are among those left undervalued despite strong first-quarter results.
4 Warren Buffett Stocks to Buy
These undervalued stocks are among the holdings in Berkshire Hathaway today.
21 Best Healthcare Companies to Invest In
These companies largely earn their competitive advantage from intangible assets and their stocks are great choices for an investor’s watchlist.
Earnings
Market Overreacts to Target's Q1 Results
It wasn't a pretty quarter. We plan to cut our fair value estimate by about 10%.
Inflation Dents Walmart's Results
We expect to trim our fair value estimate on the wide-moat retailer.
John Rekenthaler
Cryptocurrency Is Failing Its Investment Test
Amy C. Arnott
When Momentum Fails
Christine Benz
Is It Time to Recession-Proof Your Investment Portfolio?
Ben Johnson
Hello Risk Our Old Friend
Susan Dziubinski
The 10 Best Companies to Invest in Now
Russel Kinnel
3 Funds Run by Top Managers
Samantha Lamas
How to Keep Building Trust With Clients and Why You Should
11 Undervalued Stocks That Crushed Earnings
Citigroup and Sabre are among those left undervalued despite strong first-quarter results.
Is Now the Time to Buy Paramount Global Stock?
Warren Buffett’s Berkshire Hathaway has taken a stake. Here’s what Morningstar’s analyst thinks of the stock today.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
Should Dividend Investors Buy No-Moat REITs?
None of the real estate investment trusts that Morningstar covers has carved out an economic moat. Here's why.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Are Sector Funds Worth Owning?
The data suggest that industry-specific funds don't do much to diversify a U.S. equity portfolio.
Is It Time to Recession-Proof Your Investment Portfolio?
Here's what investors who are worried about a recession should consider today.
How Much Cash Should You Have on Hand Today?
Enough for an emergency fund, but some investors should set aside even more cash. Here's why.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Overview of the Morningstar Quantitative Rating for Funds
What is it, and what can it do for you?
Why This Top Manager Thinks Markets Are Less Risky Now
Causeway Capital CEO Sarah Ketterer on where she's investing today, why international stocks have lagged U.S. stocks, and why value managers are screaming with joy.
Funds See Their First Overall Outflows Since March 2020
Long-term mutual funds and exchange-traded funds shed $89 billion in April 2022, marking the first such overall outflow since March 2020.
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
Here’s How to Think About Retirement Income Today
What PGIM’s David Blanchett thinks a volatile stock market, rising yields, and still-hot inflation mean for the financial plans of retirees and pre-retirees.
Don't Panic on Sequence of Returns
Both stocks and bonds are down so far this year, but the long sweep of history provides some solace for recent retirees.
When's the Right Time to Take RMDs?
Where you go for required minimum distributions will usually have a bigger impact than when you go.
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.
Here Is Why Tesla’s ESG Risk Rating Isn't That Great
That could change, as the company listens more to shareholders.
Private Markets Offer Sustainable Opportunities
Material risks can be addressed while companies are young.
Financial Literacy Alone Won’t Close the Wealth Divide
Financial advisor Phuong Luong urges others in the industry to study financial history and avoid false markers of competence when hiring.
Food and Ag Stocks Are Having Their Time in the Sun
Mosaic and ADM are among those with solid gains in 2022, but valuations are rich.
'We Cannot Divest' From Systemic Risks, Says Pioneering Sustainable Investor
Six questions for Geeta Aiyer, founder and president of Boston Common Asset Management.