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Morningstar Australia - Empowering Investor Success

funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common
personal-finance

Do you want to be rich, or do you want to be wealthy?

Most people want to get rich but there is more to life. 
retirement

7 key tasks for investors approaching retirement

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
personal-finance

The wisdom of Charlie Munger

5 Munger quotes to make you a better investor.
stocks

3 ASX shares to avoid

These shares do not receive a moat rating and are trading at over a 100% premium to our fair value.
personal-finance

Why Aussies are better investors and the lessons we can learn from their success

Aussie investors have come out on top in a recent study. Here are some of the reasons why.
personal-finance

10 top ASX dividend shares

The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on their future dividend prospects.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Peninsula Energy Ltd PEN 0.13 4.17%
Sayona Mining Ltd SYA 0.04 0.00%
Paladin Energy Ltd PDN 1.37 0.37%
Zip Co Ltd ZIP 1.39 7.33%
Mesoblast Ltd MSB 0.56 12.12%
Alumina Ltd AWC 1.42 5.97%
Alligator Energy Ltd AGE 0.06 3.51%
Telstra Group Ltd TLS 3.86 2.12%
Pilbara Minerals Ltd PLS 3.83 2.13%
Lotus Resources Ltd LOT 0.40 3.90%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,153.70 0.99%
CAC 40 8,218.56 0.17%
DAX 40 18,478.45 0.01%
Dow JONES (US) 39,760.08 1.22%
FTSE 100 7,952.37 0.26%
HKSE 16,541.42 0.91%
NASDAQ 16,399.52 0.51%
Nikkei 225 40,168.07 -1.46%
NZX 50 Index 12,105.29 0.79%
S&P 500 5,248.49 0.86%
S&P/ASX 200 7,896.90 0.99%
SSE Composite Index 3,010.66 0.59%
personal-finance

How to set an investment goal

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
personal-finance

How to define an investment strategy

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
stocks

11 ASX stocks offering great value right now

These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
stocks

Our 4 top mining picks

Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
personal-finance

10 top ASX dividend shares

The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on their future dividend prospects.
personal-finance

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
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Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
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Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
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Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.