Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.

Key Takeaways:

Why Investors May Want to Follow Congressional Stock Trades

Are Members of Congress Good at Picking Stocks?

The Firms Behind the ETFs: Subversive Capital and Unusual Whales

Limitations of the Data on Congressional Stock Trades

How Democrats and Republicans Invest Differently

Both the Democratic and Republican ETFs Favor Tech Stocks

How Outsize Tech Exposure Has Affected the Performance of These ETFs

Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs

Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors

Key Takeaways on Investing in Congressional ETFs
 

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The 2 ETFs That Track Congressional Stock Trades

Morningstar’s Guide to ETF Investing

An Investor’s Guide to the Next Trump Administration

The Big Shortfall: Understanding the gap in thematic funds

The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?

What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025
 

What to watch from Morningstar.

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Read what our team is writing:

Zachary Evens

Margaret Giles

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Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.  

Key Takeaways:

Why Healthcare Stocks Have Been Resilient During the Market Downturn

How Regulatory Changes Could Affect the Healthcare Industry

Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View

How Have Healthcare Stocks’ Valuations Changed Historically?

How Stock Valuations Differ Within the Healthcare Sector  

How an Aging US Population Affects the Healthcare Sector  

Will GLP-1 Drugs Continue to Grow?  

Regulatory Risks for Healthcare Stocks  

Healthcare Stocks Outlook  

Are Healthcare Stocks a Buy?  

Healthcare Stock Picks  

How Amgen Is Using AI in Healthcare  

Read about topics from this episode.  

Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges

22 Best Healthcare Companies to Invest In

What to watch from Morningstar.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

Read what our team is writing:

Karen Andersen

Sarah Hansen

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Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.

What is the Downside Capture Ratio? 

Why Funds with A Low Downside Capture Ratio Make Good Diversifiers 

How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?  

Why Savers Should Look for Low-Risk Investments 

Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk 

Alternative Funds for Diversification  

What is Arbitrage? 

Large-Blend Funds to Help Preserve Capital 

Defensive Large-Value Funds to Consider 

A Small-Value Fund That Can Serve as a Good Diversifier  

How Can Risk-Averse Investors Get Zero Downside?

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Read about topics from this episode.  

Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds

How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
 

Where to Invest in 2025 and Beyond

The Thrilling 36

5 Mistakes to Avoid With Your Investment Portfolio in 2025

Can Growth Stocks Keep Powering the Market Higher?

What to watch from Morningstar. 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market 
These 4 Dividend ETFs Strike the Right Balance for Income Investors

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Russel Kinnel

Ivanna Hampton

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Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.

Limiting the Financial Impact of a Gray Divorce

How to Budget After Divorce

What to Do if There’s a Budget Shortfall 

Social Security Divorce Benefits

Gray Divorce Near Retirement

Will a New Tax-Filing Status Result in Higher Taxes? 

How to Fairly Split Assets in Divorce 

How to Avoid Tax Penalties When Dividing Retirement Accounts

Pros and Cons of Keeping the Family Home

Selling the House and Downsizing After Divorce

Why Hire Professionals to Help with a Gray Divorce 

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Gray Divorce: 10 Financial and Tax Issues You Must Know After 50

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

Six Retirement Withdrawal Strategies That Stretch Savings

6 Retirement Financial Myths to Avoid

What You Need to Know About Capital Gains Distributions

How to Choose a Financial Advisor

What to watch from Morningstar. 
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market 
These 4 Dividend ETFs Strike the Right Balance for Income Investors 
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

Read what our team is writing:

Sheryl Rowling

Ivanna Hampton

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Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.

Bond Market in Q1 2025

Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts 

Why Bond Investors Are Worried Following the US Presidential Election

What’s the Bright Side for Bonds?

The Importance of Portfolio Diversification

Morningstar’s 2025 Bond Outlook

Key Takeaways on Portfolio Diversification

What’s New in the Markets?

What Are Restricted Stock Units?

Risks Associated with RSUs

Examining RSU Risk Through Portfolio Personalization

Understanding Concentration Risk’s Effect on Your Total Wealth

Do Separately Managed Accounts Offer Enough Personalization? 

How Should Investors Mitigate the Risk?

How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?

Do You Need a Financial Advisor to Diversify Your Portfolio?

Key Takeaways on RSUs and Portfolio Personalization

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Experts Forecast Stock and Bond Returns: 2025 Edition

What Higher Inflation Means for Stock/Bond Correlations

10 Financial Rules of Thumb You Don’t Have to Follow

Do as I Say (Not as I Do)

Bonds Might Be Losing Money, but There Is a Bright Side

8 Top-Performing High Yield Bond Funds

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

How to Make Sure Your Personalized Portfolio Doesn’t Backfire

Should Your Clients’ Stock Portfolios Consider Their Careers?

What to watch from Morningstar.

Where to Find Bargain Stocks in an Expensive Market 
These 4 Dividend ETFs Strike the Right Balance for Income Investors 
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors 
How Inflation, Tariffs, and More Could Impact Your Finances in 2025 
 

Read what our team is writing:

Dan Lefkovitz

Philip Straehl

Ivanna Hampton

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David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.

The Evolution of the Morningstar Style Box

What Is the Value-Growth Score for Stocks?

Why Investors Should Look Deeper Than Overall Market Trends

Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist

Small-Cap Stock Findings

Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?  

Which Stocks Earned the Minimum Value-Growth Score?

Which Stocks Earned the Maximum Value-Growth Score?

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.  

Subscribe to the StockInvestor Newsletter

3 Top Value Stocks to Buy and Hold for 2025

11 Newly Overvalued Stocks

Top 15 Value-Creating Stocks of the Past Decade

Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains

John Rekenthaler: ‘The House Is With You When You’re Investing’

Market Barometer

What to watch from Morningstar.

These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

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David Harrell

Ivanna Hampton

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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.

Comparing Income and Growth Dividend ETF Strategies

Blindspots in Dividend  ETF Investing

Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?

Judging the Performance of Dividend ETF Strategies 

What is Factor Investing?

Writing Your Factor Exposure Checklist for Dividend ETFs

Gold-Rated Dividend Growth ETFs from Vanguard

Why is Vanguard’s Dividend Income Strategy Impressive?

Why Schwab’s Dividend ETF Is Worthy of a Gold Rating

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https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin

Read about topics from this episode.  

The Top High Dividend ETFs for Passive Income in 2025

Is It Time to Reconsider Dividend Funds?

How to Choose a Dividend Fund

How to Maximize the Tax Efficiency of an ETF Portfolio

3 Great US ETFs for 2025 and Beyond

What to watch from Morningstar.

Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

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Bryan Armour

Ivanna Hampton

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Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.

Vanguard Fee Cuts 2025

Why Is Vanguard Cutting Fees Now?

6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios 

Vanguard Signals to Investors to Consider Bond Funds

Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?

Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?

What Lower Fund Fees Mean for Vanguard Investors in the Long Term

How Vanguard Can Keep and Grow Their Customer Base

What’s New in the Markets

Introducing The Morning Filter Podcast

How The Morning Filter Brings Unique Insights to Listeners

What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market

Outlook 2025: What Investors Can Expect 

How Investors and Advisors Learn from The Morning Filter

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin

Read about topics from this episode.  

Vanguard Cuts Fees on Nearly 90 Funds and ETFs

Vanguard in 2025: What Investors Need to Know

Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.

3 Stocks to Buy Before They Bounce Back

What to watch from Morningstar.

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Read what our team is writing:

Daniel Sotiroff

David Sekera

Susan Dziubinski

Ivanna Hampton

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Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.

Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? 

Outlook for Inflation in 2025

How a Strong Jobs Market Fits into the Fed’s Outlook

Why Mortgage Rates Rose When Interest Rates Fell

When is the Next Fed Meeting in 2025?

Are Interest Rates Going Down in 2025?

How Mass Deportations Could Affect Businesses and Consumers

How US Tariffs Could Affect Consumer Goods Prices

Tracking Inflation, Financial Conditions, and the Housing Market

Read about topics from this episode.  

What Trump’s Proposed Tariffs Would Mean for the Economy 

Forecasts for December PCE Report Show Continued Improvement on Core Inflation 

Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty 

An Investor’s Guide to the Next Trump Administration

What to watch from Morningstar.

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

Read what our team is writing:

Preston Caldwell 

Ivanna Hampton

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https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057