Skip to Content
Investing Specialists

Weekly Wrap: Our Take on Dividend-Growth Stocks, RMD Rules, and Student Loans

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
5 Undervalued Dividend-Growth Stocks
These heavily weighted names in the Morningstar US Dividend Growth Index are all at least 10% undervalued.

Required Minimum Distributions: Why All the Tinkering?
Congress continues to change the RMD rules, but contributor Mark Miller argues the activity isn't improving retirement security.

2 Dividend ETFs for an IRA
These picks from Vanguard and Schwab make the most of this tax-friendly wrapper.

Digging Into Ark Innovation's Portfolio
We reveal how the ultra-popular fund's underlying holdings stack up on 11 measures of equity-related risk.

One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.

5 Questions About Student Loan Forgiveness
We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.

Portfolio Planning and Personal Finance With Christine Benz
100 Must-Know Statistics About Race, Income, and Wealth
Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.

Mutual Funds and Exchange-Traded Funds
Inside a Tough Year for Primecap
One of my favorite Vanguard fund managers fell well behind in 2020.

Manager Question of the Month: On the Road Again?
Stock fund managers mull the value of post-pandemic travel.

The Case for Indexing in the Corporate Bond Market
Low fees and market-representative portfolios make corporate bond ETFs a compelling option.

American Funds Target Retirement Delivers, on Its Own Terms
American Funds has blazed its own trail to chart-topping results. But can it change course if the tide shifts?

Stocks
A New Frontier in Cancer Screening and Treatment
If liquid biopsy lives up to its potential, a paradigm shift in cancer detection is possible.

Can Bumble Compete?
The dating app operator has gotten a lot of buzz for its CEO, the youngest female leader of a public company in the U.S., yet it enters a potentially crowded market with its 'freemium' model.

3 New Stocks to Consider
Morningstar recently added a few companies to its coverage list. Here's what our analysts think of the newcomers.

Stock Analyst Updates
CVS Guides Cautiously for 2021 After Strong 2020
The narrow-moat company beat our expectations, and we are keeping our fair value estimate at $92 per share.

Walmart: Soft End to Year Doesn't Alter Long-Term View
We suggest investors await a more attractive entry point.

Rekenthaler Report
How Fares the World's Largest 401(k) Plan?
Quite well, thanks for asking.

What to Know: Indexed Annuities
Lower risk has a high price.

Advisor Insights 
Student Loans: A Road Map for Advisors
If you don't have clients with student loan debt already, you surely soon will.

Cultural Competency: How Advisors Can Educate Themselves on the Immigrant Experience
Here are ways financial advisors can better understand clients' culture to bring about better advice.

The Long View Podcast
Russel Kinnel: 'Fear and Greed Are the Enemy of Good Investing'
Morningstar’s director of manager research on 'Flowmageddon,' seismic shifts in the fund industry, and why fund-company mergers usually fizzle.

Commentary 
2020's Trends in U.S. Fund Flows Persist Into 2021
Investor appetites were largely unchanged, but a few themes emerged in January.

What Unchecked Short-Selling Means for the Stock Market
As the CEOs of Reddit and Robinhood testify before Congress, we look at the impact events like the GameStop stock saga have on the market.

Should I Buy Apple Stock Now?
What you have to believe to justify the high valuation that the market is placing on Apple's stock.

Most Requested Stock Quotes
Apple
Tesla
Palantir Technologies
Amazon.com
Microsoft

Most Requested Fund Quotes
Vanguard 500 Index
Fidelity Contrafund
Dodge & Cox
Vanguard Total Stock Market Index
Fidelity 500 Index

Most Requested ETF Quotes
ARK Innovation ETF
Invesco QQQ Trust
ARK Genomic Revolution ETF
Vanguard S&P 500 ETF
Vanguard Total Stock Market ETF

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.