Morningstar, Inc. (@MorningstarInc) / X

Morningstar, Inc.

47.8K posts

Morningstar, Inc.

@MorningstarInc

We are a leading provider of independent investment research. Our mission is to empower investor success.

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Joined October 2008

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Morningstar, Inc.
@MorningstarInc
Jun 12
2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. On this week’s Investing Insights, PitchBook’s global head of private markets research discusses how mega-IPOs will
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Morningstar, Inc.
@MorningstarInc
1h
Instead of looking for mistakes in other investors’ portfolios, @christine_benz takes a closer look at her own, sharing some of her biggest investing mistakes and the lessons learned along the way.
Do as I Say (Not as I Do)
From morningstar.com
611
Morningstar, Inc.
@MorningstarInc
1h
🎤 The final keynote of #MICUS 2026: 𝗙𝗶𝘃𝗲 𝗗𝗲𝗰𝗮𝗱𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗗𝗮𝘃𝗶𝗱 𝗕𝗼𝗼𝘁𝗵 Dimensional Fund Advisors Founder & Chairman David Booth joined Morningstar's Bridget Hughes for a wide-ranging conversation on five decades of
589
Morningstar, Inc.
@MorningstarInc
3h
We caught Morningstar CEO Kunal Kapoor on the floor at #MICUS to talk through our new State of Semiliquid Funds report. Fee competition. Transparency. Simplicity. Those are the shifts he took away, and the data behind them is striking.👉spr.ly/6012BDONFi The semiliquid
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988
Morningstar, Inc.
@MorningstarInc
3h
$JPM continues to stand out as one of the highest-quality financial stocks to own. With shares now trading closer to our $311 fair value estimate, the opportunity looks increasingly compelling.
One of Wall Street’s Highest-Quality Stocks Is Becoming More Interesting
From morningstar.com
817
Morningstar, Inc.
@MorningstarInc
3h
📊 Do stocks outperform cash? A century of data says most don't. At #MICUS, Arizona State's Hank Bessembinder joined Morningstar's Dan Lefkovitz and Alex Poukchanski for an interactive look at 100 years of US equity market history through the CRSP database. The striking
$A speaker in a dark suit stands gesturing at a podium on a stage with a red background, featuring white text that reads \"GSTAR\", a star, and a globe icon. Two male panelists are seated beside him. In the foreground, an audience of men wears glowing green headphones, listening intently to the presentation.$
$A man speaks on a stage with two other men seated, addressing an audience in a dark room. Many audience members wear headphones with glowing green lights. A screen on the left displays \"Most Recent Study: One Hundred Years in the U.S. Stock Markets\". The red stage backdrop reads \"MORNINGSTAR\" with star and globe logos.$
2.5K
Morningstar, Inc.
@MorningstarInc
4h
🛡️ 𝗧𝗿𝗼𝘂𝗯𝗹𝗲𝘀𝗵𝗼𝗼𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝟰 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘀𝗵𝗼𝗰𝗸𝘀 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀 At #MICUS Sensible Money's Dana Anspach, Morningstar's Christine Benz, and The American College's Michael Finke shared a framework for retirement plans that hold up to
848
Morningstar, Inc.
@MorningstarInc
5h
Sequence of returns, inflation, long-term care costs, and unexpected early retirement pose serious risks to today’s retirees. @christine_benz talks with Dana Anspach of Sensible Money and Michael Finke of The American College of Financial Services at this year’s MIC.
Watch Live: Christine Benz at MIC 2026
From morningstar.com
931
Morningstar, Inc.
@MorningstarInc
6h
🌅 Day two of #MICUS is underway! To kick off the morning, Morningstar CEO Kunal Kapoor welcomed Blackstone President & COO Jon Gray to the stage for the latest installment of his 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗙𝗶𝗿𝘀𝘁 series. The two discussed how advisors should approach integrating
$Conference in a large hall with an arched, illuminated ceiling. A diverse audience sits at tables. Screens show a blonde speaker & \"Troubleshooting the 4 Biggest Shocks to Retirement Plans\". Text also lists \"Dana Anspach, Christine Benz, Michael Finke\". \"MORNINGSTAR\" logo visible.$
$A group of attendees seated at a conference or event, looking attentively towards the right. In the foreground, a bald man in a plaid jacket wears a badge reading \"Dex Holbrook.\" Next to him, an Asian woman in a floral top wears a badge with \"Helen Yang.\" Many blurred people are in the background.$
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Morningstar, Inc.
@MorningstarInc
7h
If you are planning to move your IRA, understanding the difference between a transfer and a rollover is key to avoiding costly mistakes. @ApplebyIRA explains when to use them and how to avoid the IRS’ strict 12-month rule.
IRA Transfers vs. Rollovers: The Rules That Can Cost You
From morningstar.com
842
Morningstar, Inc.
@MorningstarInc
9h
Do investors need bonds in their portfolios? The answer depends on their goals and time horizon. For Investors with goals in the three- to 10-year range, ETFs can be an excellent way for investors to gain exposure to bonds. Here are several fixed-income ETFs that earn our top
The Best Bond ETFs
From morningstar.com
1.1K
Morningstar, Inc.
@MorningstarInc
11h
Even as competition looks likely to build, $NVDA remains a leading wide-moat business at the center of the AI ecosystem. We believe the market underappreciates the company’s prospects and assign a fair value estimate of $280 to the stock. spr.ly/6017BDMgIX
1.5K
Morningstar, Inc.
@MorningstarInc
21h
Day one of the 𝟮𝟬𝟮𝟲 𝗠𝗼𝗿𝗻𝗶𝗻𝗴𝘀𝘁𝗮𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 is in the books! A full day on stage at #MICUS 2026 brought together leading voices on the forces reshaping markets, portfolios, and the practice of advice. A few that stood out: 🌍
$Four people gathered indoors. A man with a white beard sits laughing heartily, wearing a red tie. A woman faces him. Two other men stand in the background, one with a backpack. A large screen displays \"MIC\" on a red background and mentions \"MICAS 2021\". Books are on a table.$
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