Top Funds for Rebalancing for 2022
Given the U.S. stock market's performance, investors may need to reconsider their asset allocations. These excellent mutual funds and ETFs can help fill in the gaps.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,710.79 |
246.89
|
2.15%
|
| U.S. Mid Cap | Closed | 15,275.93 |
328.26
|
2.20%
|
| U.S. Small Cap | Closed | 13,714.49 |
283.45
|
2.11%
|
| U.S. Sustainability | Closed | 3,164.47 |
62.82
|
2.03%
|
| Women's Empowerment | Closed | 1,748.90 |
37.38
|
2.18%
|
| Societal Development | 1,441.12 |
3.09
|
0.21%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Apple |
5.86
|
3.54%
|
| Intel Corp |
1.58
|
3.10%
|
| Ford Motor Company |
0.74
|
3.85%
|
| Carnival Corp |
0.09
|
−0.48%
|
| AT&T |
0.20
|
−0.86%
|
| NVIDIA Corp |
23.90
|
7.96%
|
| Lucid Group |
0.98
|
−2.18%
|
| Vale SA |
0.23
|
1.72%
|
| Blue Owl Capital |
0.49
|
3.18%
|
| Advanced Micro Devices |
5.79
|
4.16%
|
News
- Jardine Matheson to Extend Share Buyback Program by $250 Million | Dow Jones
- EUROPEAN MIDDAY BRIEFING - Stocks Rally Stalls -2- | Dow Jones
- EUROPEAN MIDDAY BRIEFING - Stocks Rally Stalls for Now as Omicron Risks Weighed | Dow Jones
- EUROPEAN MIDDAY BRIEFING - Stocks Rally Stalls -3- | Dow Jones
- FTSE Gains; Berkeley, Rivals Rise as Traders Shrug Off Price Fears | Dow Jones
- North American Morning Briefing: Futures Point to Modest Gains After Powerful Start to Week | Dow Jones
- North American Morning Briefing: Futures Point to -3- | Dow Jones
- North American Morning Briefing: Futures Point to -2- | Dow Jones
- FTSE 100 Rises as Berkeley Results Lift Housebuilders | Dow Jones
- FTSE 100 to Edge Lower After Recent Rally | Dow Jones
Features
What Retirees Could Expect in 2022
The unique challenges posed by inflation will be the top story in the year ahead.
Here’s One Way Shareholders Can Get Companies to Act on Global Warming
Remember 'say on pay'? Tie compensation to emissions cuts, suggests Sustainalytics’ Jackie Cook.
Dividend-Stock Deep Dive: Drugmakers
Morningstar's sector director discusses dividend growth and our favorite dividend payers in the industry.
What's Inside the 4 Largest Clean Energy ETFs
There’s much more to these funds than meets the eye.
You Probably Need to Rebalance
If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.
Our Ultimate Stock-Pickers' Top 10 Buys and Sells
Funds see value in a diverse range of sectors.
Portfolio Lessons From 2021
Key takeaways about inflation, asset allocation, and more.
4 Funds With Outsize Stakes in Junk Bonds
A peek under the hood at several funds with elevated stakes in below-investment-grade debt.
This Year’s Outperforming Large-Growth Fund Managers
Few funds have been able to beat their benchmark as high-flying companies like Tesla drive benchmarks.
IN THE NEWS
How Biden's Tax Proposals Could Affect You
What to do now, and what to prepare for.
What the Great Resignation Does and Doesn’t Mean for Economic Recovery
In this labor market update, we outline how we expect the factors contributing to the unusually high number of job openings to fade over the next year.
Intel to Re-IPO Mobileye, Which Could Fuel Chipmaking
Mobileye is the market leader in advanced driver-assistance solutions and has compelling technologies for self-driving cars.
What to Know About the Labor Dept.'s Proposal to Ease ESG Investing in Your 401(k) Plan
Proposed new rule is a model of rational policymaking, allowing fiduciaries to factor in climate change and other risks.
Contemplating Retirement Income? Start Here
Nonportfolio strategies can deliver have a big payoff for retirees' plans.
What's a Safe Retirement Spending Rate for the Decades Ahead?
Simple tweaks can have an appreciable impact on your withdrawal rate.
Bubble or Boom? Rob Arnott and Cathie Wood Share Perspectives on Equity
A debate on Tesla, disruption, and reversion to the mean.
Animal Healthcare Is Barking Up the Right Tree
Idexx and Zoetis have profited from pandemic pets, but their valuations remain high.
Are You Living Your 'Rich Life?'
Ramit Sethi, author of the best-selling book 'I Will Teach You to Be Rich,' explores the question.
Christine Benz
Is 3.3% the New 4.0%?
John Rekenthaler
For the Bond Market, This Time May Be Different
Susan Dziubinski
Your Inflation Tool Kit
Ben Johnson
The Best and Worst New ETFs of 2021
Russel Kinnel
5 Things Investors Can Be Thankful For
Amy C. Arnott
When Bad Taxes Happen to Good Funds
Samantha Lamas
Are You Caught in a Scarcity Trap?
What the Great Resignation Does and Doesn’t Mean for Economic Recovery
In this labor market update, we outline how we expect the factors contributing to the unusually high number of job openings to fade over the next year.
Animal Healthcare Is Barking Up the Right Tree
Idexx and Zoetis have profited from pandemic pets, but their valuations remain high.
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.
Portfolio Lessons From 2021
Key takeaways about inflation, asset allocation, and more.
Your Financial To-Do List for December
The end of the year is a great time to review your portfolio.
Yes, RMDs Can Improve Your Portfolio
RMD-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.
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.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
A Checklist for Volatile Markets: Retirement Saver Edition
Running through our six-step checklist can provide peace of mind with your portfolio and plan if volatility persists.
A Checklist for Volatile Markets: Retiree Edition
Volatility is usually more distressing for retirees than it is for people who are earning a paycheck. Here's how to find peace of mind.
Why Portfolio Diversification Still Works
Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
4 Funds With Outsize Stakes in Junk Bonds
A peek under the hood at several funds with elevated stakes in below-investment-grade debt.
This Year’s Outperforming Large-Growth Fund Managers
Few funds have been able to beat their benchmark as high-flying companies like Tesla drive benchmarks.
Funds with Big Energy Bets
These diversified funds have gone all-in on energy stocks, and that has (mostly) given them a boost in 2021.
Why Did a Star Manager Take His Boutique Fund Firm Public?
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
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.
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.
Contemplating Retirement Income? Start Here
Nonportfolio strategies can deliver have a big payoff for retirees' plans.
Should Your Retirement Portfolio Withdrawals Vary With the Market?
We delve into the trade-offs associated with flexible withdrawal systems versus those that deliver steady cash flows.
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
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’s the Cost of Buying Good ESG Companies?
We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.
Yes, Fancy Climate Summit Means Small Investors Must Be Vigilant, Too
Vote your shares, make sure your fund manager has a net-zero plan, and look at opportunities in climate solutions, experts say.
How Can Investors Determine Company Risk Amid the 'Great Resignation'?
Here are some ways to identify companies facing challenges related to their human capital.
ESG Ratings Are Now Available for Bond Funds, Allocation Funds
A change to the Morningstar Sustainability Rating methodology means we can rate more funds, in more categories.
3 Solid Climate Tech Funds for Investors
These strategies should play only a bit part in a diversified portfolio.