Measure real performance
3 MONTHS UPDATE
Morningstar's July picks trail the S&P 500 by 19 points after three months
Article published Jul 14, 2026 · 122 days ago
Source article by Tori Brovet, Morningstar
Updated October 12, 2026
3 Months Later — Oct 12, 2026
How are Morningstar's July 2026 stock picks performing after three months?
Morningstar's five picks from July 2026 have returned 0% on average over the past three months, lagging the S&P 500's 19% gain by a wide margin. Only one of the five selections has managed to outperform the index during this period.
The standout is C.H. Robinson Worldwide (CHRW), which also registered a 0% return — matching the portfolio average but still falling short of the market. The remaining four picks have underperformed more sharply, pulling the overall result down.
Three months is a short window, and these picks were framed as long-term holdings rather than quick trades. Still, the gap is substantial. Whether these companies close the distance or continue to lag will depend on how they fare in the months ahead.
3 Days Later — Jul 17, 2026
How are Morningstar's July 2026 stock picks performing after 3 days?
Morningstar's five picks from mid-July have returned an average of 43.7% after three days, slightly ahead of the S&P 500's 41.8% gain over the same window. Three of the five holdings are outpacing the index.
One stock, ROL, is responsible for much of the outperformance, gaining 83.1% in that period. The other four picks cluster closer to the market average.
With only three days of data, it's too early to draw conclusions about relative strength. The narrow spread between the portfolio and the index—1.9 percentage points—reflects the early stage of this tracking period.
Full progress so far — every tracked pick ↓
← swipe to see the full table →
More tracked results