Morningstar, Inc. - September 5, 2025
Where We See Investing Opportunities in September
Plus, the top and worst-performing stock ETFs and questions to...
 Morning DigestSeptember 5, 2025 David Sekera Will small-cap stocks continue to rally? The answer lies in how the economy performs over the next few quarters. 
ADVERTISEMENT  Editor's Picks  Derivative income ETFs like JEPI are hot, but are they a good investment idea for you? Jason Kephart, Susan Dziubinski  Popular quantitative formulas have delivered strong returns, but there is no one-size-fits-all investing solution. Larry Swedroe  Plus, 25 more stocks under Morningstar’s coverage with big dividend increases. Frank Lee Investing Insights CVS Health and Archer-Daniels-Midland are among August’s high-yielding winners. Bella Albrecht YieldMax Gold Miners Option Income Strategy ETF and Invesco S&P SmallCap 600 Pure Value ETF were among the best-performing ETFs in August 2025. Bella Albrecht TCW Compounders ETF and TCW Transform Systems ETF were among the worst-performing ETFs in August 2025. Bella Albrecht Investors also turned to small-cap stock and commodity ETFs in August. Brendan McCann We maintain our fair value estimate and rate Salesforce stock attractive. Dan Romanoff If you want to invest in these high-potential vehicles but are worried about your liquidity, here’s what to know. Tori Brovet New Stock Analyst Reports McDonald's (MCD) strategy emphasizes its competitive strengths through a "MCD" framework: relevant marketing, core menu development, and the four D's: digital, drive-thru, delivery, and development. Recently, the firm has been leaning into its scale-driven cost advantage to emphasize its value offerings amid a challenging consumer economic environment. We view this strategy as prudent. The Tools You Need to Invest Like an Analyst Stay connected:
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