Upcoming Webinar -
Beyond Big Tech: A Fresh Look at Equity Exposure

As the biggest companies in the U.S. continue to get bigger, they represent an even larger portion of many investors’ portfolios. With uncertainty around current valuations and a new administration, diversification and stock selection (beyond broad growth and technology exposure) could become even more critical to equity exposure.

With its focus on high quality and attractive valuations independent of style or sector, Morningstar’s wide moat investing philosophy offers investors a proven approach that, after a recent index rebalance, has continued its contrarian approach. Hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover. We’ll highlight recent portfolio changes, including: