Morningstar

morningstar.com

1D

1W

1Y

Style Box
			Large
			Mid
			Small
Value	Core	Growth

Gainers

Losers

Actives

Oct 29, 2026, 12:05:01 AM

Featured

Trick or Treat? Index Funds Beat Their Benchmarks More Often Than Active Funds Over the Past Decade

A new set of data points brings out the shades of gray in the active/passive debate.

Jeffrey Ptak, CFA

Don’t Overlook the Income Side of Fixed Income

Amid bond market tumult, elevated yields are contributing to returns and offering investors a nice income stream.

2 Undervalued AI Stocks With Room to Run

What the next phase of the AI boom could mean for these two companies, and why we see upside ahead.

David Sekera, CFA, Sarah Hansen, and Jess Bebel

Christine and Erin Talk Money: Why You Need To Break Up With Your Saving Habit

Why We Upgraded These 2 Fidelity Funds

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA

Are the Days Numbered for This Tax-Saving ETF Strategy?

Daniel Sotiroff

Kevin Warsh talking into a microphone.

The Fed Kept Rates Steady in October, but We See Cuts in 2027

Preston Caldwell

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

September PCE Expected to Show Rising Inflation

The Fed Kept Rates Steady in October, but We See Cuts in 2027

Preston Caldwell

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

September PCE Expected to Show Rising Inflation

SpaceX Earnings: We Raise Our Fair Value Estimate, But Is the Stock a Buy?

Meta Shares Are Down 12% Since Earnings. Is the Stock a Buy?

Malik Ahmed Khan, CFA

Teradyne Earnings: AI-Led, but Diversified Growth Looks Positive, and Shares Look Undervalued

William Kerwin, CFA

Collage illustration featuring "The Long View" podcast

Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio

Christine Benz and Amy C. Arnott, CFA

Collage illustration with the text "Funds" at the center and a portfolio and graphical elements in the background.

Which Funds Will Pay the Biggest 2026 Capital Gains Distributions?

A handful of strategies will distribute more than 30% in gains later this year.

This Vanguard Fund Has Proved Its Defensive Chops

3 Funds Riding a Pricey Market

Janet Yang Rohr, CFA

Collage illustration for Basic Materials Sector with a driver drill.

The Best Basic Materials Stocks to Buy

These nine undervalued basic materials stocks look attractive today.

3 of the Best Smaller-Cap Stocks to Own

Susan Dziubinski

20 New 4-Star Stocks This Week

Don’t Overlook the Income Side of Fixed Income

Amid bond market tumult, elevated yields are contributing to returns and offering investors a nice income stream.

Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors

Natalia Arrigoni

The Bond ETFs That Belong in Your Portfolio, and Which Ones Require Extra Caution

Brendan McCann, CFA

alt=""

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

Investors are more discerning about the winners and losers of the AI buildout, especially in the credit markets.

Don’t Overlook the Income Side of Fixed Income

Earnings

Economic Releases

Splits

Why We Upgraded These 2 Fidelity Funds

Russel Kinnel

alt=""

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

Sarah Hansen Oct 28, 2026

Don’t Overlook the Income Side of Fixed Income

Dan Lefkovitz Oct 28, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

Collage illustration with the text "Funds" at the center and a portfolio and graphical elements in the background.

Which Funds Will Pay the Biggest 2026 Capital Gains Distributions?

Stephen Welch Oct 27, 2026

This Vanguard Fund Has Proved Its Defensive Chops

Taylor Smith Oct 27, 2026

3 Funds Riding a Pricey Market

Janet Yang Rohr, CFA Oct 27, 2026

Collage illustration for Basic Materials Sector with a driver drill.

The Best Basic Materials Stocks to Buy

Tori Brovet Oct 27, 2026

3 of the Best Smaller-Cap Stocks to Own

Susan Dziubinski Oct 27, 2026

20 New 4-Star Stocks This Week

Bella Albrecht Oct 26, 2026

Don’t Overlook the Income Side of Fixed Income

Dan Lefkovitz Oct 28, 2026

Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors

Natalia Arrigoni Oct 23, 2026

The Bond ETFs That Belong in Your Portfolio, and Which Ones Require Extra Caution

Brendan McCann, CFA Oct 21, 2026

Trick or Treat? Index Funds Beat Their Benchmarks More Often Than Active Funds Over the Past Decade

Jeffrey Ptak, CFA Oct 28, 2026

Don’t Overlook the Income Side of Fixed Income

Dan Lefkovitz Oct 28, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

Kevin Warsh talking into a microphone.

The Fed Kept Rates Steady in October, but We See Cuts in 2027

Preston Caldwell Oct 28, 2026

September PCE Expected to Show Rising Inflation

Colin Laidley Oct 27, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

The ESG Risks Clouding the Magnificent Seven’s AI Boom

Melissa Bird, Alina Olaru, and Henzy Richter Oct 14, 2026

Trustworthy AI: How Investors Should Assess Key Risks Around the Anthropic and OpenAI IPOs

Kilian Theil Sep 10, 2026

US Sustainable Funds Returned to Positive Flows in Q2 2026

Alyssa Stankiewicz and Mahi Roy Jul 30, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

An AI Conceived a Cyberattack Involving Christine Benz. A Cybersecurity Expert Explains

Christine Benz and Amy C. Arnott, CFA Oct 25, 2026

What High Inflation Means for Stocks, Bonds, and Your Portfolio

Amy C. Arnott, CFA Oct 22, 2026

How to Retire: Tips for Entering Retirement

Christine Benz and Margaret Giles Aug 18, 2025

Christine and Erin Talk Money: Why You Need To Break Up With Your Saving Habit

Christine Benz Oct 28, 2026

Retirees: Here’s What You Can and Can’t Control About Your RMDs

Christine Benz Oct 25, 2026

Collage-ilustración con un centro de datos, semicírculos y figuras en un diagrama de cuadro.

Will AI Finally Solve the Advisor Tech Stack Problem?

Sheryl Rowling Oct 28, 2026

What 7 Key Market Indicators Are Telling Investors Right Now

Amy C. Arnott, CFA Oct 27, 2026

Valuation Spreads Continue to Favor Value Stocks

Larry Swedroe Oct 23, 2026

What To Know About the Hottest Corner of the Semiliquid Market

Max Curtin Oct 28, 2026

These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar

Bryan Armour, CFA Oct 23, 2026

Why Wellington and Capital Group’s New Private Market Funds Are Much More Expensive Than They Look

Jack Shannon Oct 22, 2026

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.