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Weekly Wrap: The Best 529 Plans and Scariest Stock Picks

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks The Top 529 College Savings Plans of 2020 A look at how 529 investments stack up under our enhanced methodology.

3 Funds for an Evolving Market Is the market overvaluing growth, undervaluing innovation, or getting things right?

Why We've Downgraded This Fine Vanguard Fund Vanguard Health Care manager Jean Hynes is taking on a much larger role at subadvisor Wellington.

What Is the Neutral Portfolio? Balanced funds are the standard, but with little justification.

10 Scary Stocks: 2020 Edition These are the most overpriced stocks in our coverage universe today.

Sustainability Matters: U.S. Investors Continue to Endorse Sustainable Investing Last year's record for flows was broken in July.

Portfolio Planning and Personal Finance With Christine Benz A Checklist for Open Enrollment Season If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

Guess What? It May Actually Be Different This Time In volatile market environments, tune out the pundits and take a look in the mirror.

Mutual Funds and Exchange-Traded Funds What's Behind the Strong Performance of Big Funds? Low fees give the largest active funds a big boost.

How Objective Is Your Index Fund? Benchmark construction is not as mechanical as you might think.

T. Rowe Price's Jerome Clark on Target-Date Funds Hear from our 2020 Outstanding Portfolio Manager Award winner.

This Bond Fund Provides Broad Diversification at a Low Cost Silver-rated Vanguard Total Corporate Bond ETF is a compelling option.

Stocks Tesla's Moat Rating Gets a Boost We expect the EV maker to keep innovating to stay ahead of competitors.

3 Competitive Stocks to Consider These newly rated stocks all earn Morningstar Economic Moat Ratings of narrow or wide.

Coronavirus Surges, Stocks Sink A surge in new coronavirus cases has sent stocks on a downward spiral.

Trick or Treat? 3 Chocolate Stocks to Watch Long-term investors may want to look at these stocks, which have strong fundamentals, product innovation, and bountiful demand from emerging markets.

Are Alternative-Weighted Indexes Safer Than the S&P? Their exposure to smaller, value-oriented stocks brings different risks.

More Dividends Come Out of Shell The supermajor has introduced a new framework for shareholder returns.

Should You Add These Household Brands to Your Portfolio? Here's our take on Clorox, Colgate-Palmolive, and Procter & Gamble.

What's Next for Rolls-Royce? Rolls-Royce has had a difficult time in recent years and recently announced a capital-raising. Morningstar analyst Joachim Kotze looks at the prospects for the business.

Stock Analyst Updates Dunkin' Buyout by Inspire Brands Would Be Excellent The reported buyout price is a 42% premium to our $75 fair value estimate.

Bayer's Announced Acquisition Adds Needed Boost The wide-moat drug manufacture plans to acquire Asklepios BioPharmaceuticals.

Merck Posts Strong Third Quarter We continue to view Merck as undervalued, with the market not fully appreciating the firm's strong immuno-oncology platform.

Pfizer Faces Modest Pressures in Q3 The wide-moat drug manufacturer plans to release key data on COVID-19 vaccine shortly.

Microsoft Reports Material Upside; Raise FVE to $235 A variety of generally minor model refinements drive our Microsoft fair value estimate to $235 from $228 per share. We still see more than 10% upside to this high-quality wide-moat name.

Strong Flows and Market Gains Lift T. Rowe Price We're likely to raise our fair value estimate for the asset manager.

Ford Rebounds From Pandemic With Strong Q3, Q4 Won't Be Ford had a strong third quarter with adjusted diluted EPS of $0.65 up 91% year over year and far ahead of the $0.19 Refinitiv consensus. We are raising our fair value estimate to $13 from $8.

Lowering Our Gilead FVE to $75 After Q3 We have once again lowered our fair value estimate for Gilead, and now value the firm at $75 per share following third-quarter earnings.

Rekenthaler Report A Stock Market Bubble Is Forming However, it has not (yet) become a mania.

Advisor Insights A Unique Solution for Concentrated Stock Positions The ins and outs of exchange funds.

The Long View Podcast Peter Hayes: Surveying the Municipal-Bond Landscape BlackRock's head of muni-bond investing on how states and municipalities are faring, where stimulus is most needed, and the risks and opportunities that investors face.

Commentary Not All Momentum Rallies are Led by Tech; This One Sure Is Investors often equate momentum markets with growth and tech stocks--and this year's rally met those qualifications. But that's not always the case.

Most Requested Stock Quotes Intel Apple Microsoft AT&T Amazon.com

Most Requested Fund Quotes Vanguard 500 Index Vanguard Dividend Growth T. Rowe Price Blue Chip Growth Fidelity 500 Index Vanguard Total Stock Market Index

Most Requested ETF Quotes ARK Innovation ETF SPDR S&P 500 ETF Invesco QQQ Trust Vanguard S&P 500 ETF Vanguard High Dividend Yield ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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