What Do Today's Investors Want? Choices
Investors have come to expect investing to fit their personal lives and values, rather than the other way around, says Morningstar's CEO Kunal Kapoor.
Morningstar
Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
Latest
3 Utilities at Risk
Regulatory hurdles may prevent these companies from capitalizing on Biden's infrastructure push.
A Leader in Powersports--on Sale
We think Polaris' high-quality brand can overcome near-term headwinds.
The Pool of Investors is Growing Wider and Deeper
Morningstar's CEO addresses how barriers to entry are melting away for investors.
2 Wide-Moat Stocks to Buy on a Dip
Amazon.com and ServiceNow are looking increasingly attractive.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
2 Favorite Dividend Stocks Among Top Managers
Comcast and Bank of America possess wide economic moats.
3 Overlooked Dividend Stocks That Top Managers Like
These wide-moat firms are currently undervalued.
3 Unconventional Ways to Play Cloud Computing
We don't think the shift to the public cloud will kill networking demand. Here's why.
2 Overlooked Stocks
Our analysts think Wall Street has it wrong about these fundamentally sound names.
A New Favorite Stock From Top Managers
Several of our Ultimate Stock-Pickers put new money toward this name last quarter.
4 Stock Picks From Top Managers
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
3 New Stocks to Consider
Morningstar recently added a few companies to its coverage list. Here's what our analysts think of the newcomers.
A Top Stock in Telecom
We think this company is well-positioned to increase market share.
3 Promising Stocks in Early Cancer Detection
We see opportunities in the liquid biopsy market.
Are These Dividends at Risk?
We think independent refiners look attractive--and we think their payouts are safe.
3 Real Estate Stocks for Dividend Seekers
A pullback in the sector has led to opportunity for income investors.
3 Utilities Picks for Dividend Seekers
Prices for the highest-quality utilities remain rich, but there are pockets of value to be found.
3 Must-Own Stocks
These wide-moat names dominate the portfolios of our Ultimate Stock-Pickers.
3 Overlooked High-Quality Stocks
Our analysts are excited about these names.
The Best Stocks to Play Digital Advertising
How will the pandemic continue to affect this space?
The One Stock Top Managers Are Gushing Over
Five of our Ultimate Stock-Pickers made sizable investments in this name last quarter.
Corrections
Corrections to Morningstar content.
An Advisor's Edge: An Open Mind
Allan Boomer takes advantage of the industry’s inherent biases to uncover overlooked talent.
Should You Beef Up Your Exposure to Meat Processors?
Their shares have gotten hammered this year. Are they opportunities or value traps?
2 Undervalued Stocks We Like
Our analysts are excited about these names.
3 Good Funds Having a Lousy Year
These Morningstar Medalists' returns are near the bottom of their categories this year.
3 Good Funds Having a Great Year
These Morningstar Medalists' returns are near the top of their respective categories in 2020.
Should You Buy Tesla?
The electric car pioneer is ramping up production. Here's what we think it's worth.
3 Undervalued Travel Stocks We Like
These names stand to benefit from a resumption of leisure travel -- and are all trading below our fair value estimates.
The Basics of 529 College Savings Plans
Here is our doorway to 529 plans, one of the most often used college savings plans.
4 Dividend-Paying Stocks Top Managers Like
Several of our Ultimate Stock-Pickers own these income producers.
2 Stocks Top Managers Are Buying
Several of our Ultimate Stock-Pickers put new money toward these names last quarter.
A Stock Top Managers Like a Lot
Three of our Ultimate Stock-Pickers made sizable investments in this wide-moat name last quarter.
Investing for Social Justice From the Bottom Up
Advisor Rachel Robasciotti listens to groups on the ground to make an impact.
A Scandalous--and Undervalued--Stock Pick
We added this name to our list of high-conviction ideas in August.
4 Stocks With Healthy Dividend Growth Potential
These utilities feature low payout ratios, solid investment opportunities, and constructive regulatory environments--though they’re not cheap.
3 Stocks That Have Lost Their Appeal
Our analysts are less enthusiastic about these stocks today.
A Quick Look at Amazon
Amazon's variety seems scattershot, but has a strategy behind it.
2 Stocks We Find Attractive
Our analysts have their eyes on these companies.
Advisor Works to Bring Low Fees to 403(b)s
Tony Isola is finding a way to provide educators with a simple mix of low-cost, indexed mutual funds.
Global Market Barometer
ETF Methodology Update
Morningstar Market Barometer
Morningstar Price to Fair Value Chart
Q&A: ESG Builds a Sustainable Business
According to Aurelio Bustilho, the CFO of Enel Americas, focusing on ESG helps the company avoid risks and stay competitive.
Q&A: Pushing Companies to Be ESG Aware
Courtney Ranstrom, MBA, CFP, the co-founder of Trailhead Planners, encourages active ownership when it comes to ESG issues.
Q&A: Staying Relevant With ESG Analysis
Todd Ahlsten, the chief investment officer and a portfolio manager at Parnassus Investments, discusses ESG in risk management.
Q&A: Seeing the Risks, a Firm Transitions to ESG
Advisors Sam Ogrizovich and Cristine Marik share how they integrated ESG into their practice.
Q&A: Illinois Raises the Bar on Sustainable Investing
Michael Frerichs, the state treasurer of Illinois, weighs ESG risks in his assessment of long-term value.