Morningstar, Inc. - October 3, 2025
The US Stock Market Has Been Exceptional, but One Region Made It Phenomenal
Plus: Can You Control Required Minimum Distributions?
 Morning DigestOctober 3, 2025 John Rekenthaler A closer look at the Pacific Coast’s historic run. 
ADVERTISEMENT  Editor's Picks  While you don’t have much control over when RMDs start, you have a bit of discretion over the amount and especially which accounts you tap. Christine Benz  A look at how the shutdown could play out. Preston Caldwell  Complacency and a higher risk tolerance are to blame. Christine Benz, Susan Dziubinski Investing Insights Gold glittered and China surged, while small-cap categories gained a little ground on large caps. Dan Culloton JPMorgan and Vanguard led the 10 biggest active and index funds. Gabe Alpert Citizens Financial and Invesco are among Q3’s high-yielding winners. Bella Albrecht Undervalued high-quality names from the Morningstar Wide Moat Focus Index are attractive stocks to buy for long-term investors. Susan Dziubinski David Giroux and team lead the way in delivering stellar results. Jason Kephart Thanks to rapid innovation and strong product launches, some biotech stocks look attractive. Tori Brovet, Jack Armanini New Stock Analyst Reports CRH (CRH) (announced its latest five-year targets at its capital markets day, guiding to annual revenue growth of 7%-9% and adjusted EBITDA margin of 22%-24%. CRH is a direct beneficiary of US legislation, underpinning the favorable outlook for US construction activity through the reindustrialization of the US economy and modernization of its highway network. Regular price increases have allowed CRH to capitalize on the favorable demand, helping boost adjusted EBITDA margin by 300 basis points between 2021 and our forecasts for 2025. Management's midterm targets imply a further 300 basis points at the midpoint by 2030. New Fund Analyst Reports JHancock Regional Bank’s (FRBAX) tailored approach to investing in a niche industry earns an Above Average Process rating; the People rating is Average. The Tools You Need to Invest Like an Analyst Stay connected:
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