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Weekly Wrap: Our Outlook on North American Stocks, the Biggest and Best Funds, and ARK Innovation ETF

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 Will the Treasury Rout Continue? Quietly, high-quality bonds have taken a beating. How the Biggest and Best Funds Fared After the Crash A look at how some notable U.S. equity funds have navigated the market's style and size reversals over the past year. Why Portfolio Diversification Still Works Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets. ARK Innovation's Thematic Approach Is Ill-Prepared for a Major Twist Personnel issues and lax risk controls loom large here. Quarterly Market Outlook: North American Stocks Only a Little Overvalued The broad equity market is trading at a 3% premium to our fair value estimates. A Financial To-Do List for April This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.

Portfolio Planning and Personal Finance With Christine Benz How Much Should You Worry About Inflation in Retirement? Calculating a customized inflation rate is better than using a blunt measure like CPI. Charitable Giving Strategies Ed Slott breaks down the acronyms and more.

Mutual Funds and Exchange-Traded Funds Target-Date Blend Funds Getting More Popular The unique attributes of target-date blend funds are making them increasingly popular among managers and investors. 2020's Big Market Moves Catch Most Active Funds Flat-Footed The coronavirus sell-off and subsequent rebound proved tough to navigate, especially for actively managed U.S. stock funds.

Stocks Grande Growth for Starbucks As restrictions ease, we expect a sharp jump in demand. 10 Undervalued Wide-Moat Stocks Here's a peek at the cheapest constituents of the Morningstar Wide Moat Focus Index--as well as names that have been added and cut.

Stock Analyst Updates ViacomCBS Shares Tumble Due to Equity Raise We are maintaining our moat rating and fair value estimate for the media company after a tumultuous week. Credit Suisse Hitting Every Pothole in the Road This latest misstep reinforces our view that Credit Suisse's problems are not only legacy issues but that there is a deeper institutional problem that needs to be addressed. BioNTech Reports Solid Fourth-Quarter Results We intend to modestly raise our fair value estimate based on this near-term strength as its COVID-19 vaccine was the highlight of the quarter. Biden's Infrastructure Plan Would Benefit Aggregates The Biden administration released the initial details of its infrastructure plan, proposing $2 trillion in spending over eight years, including $621 billion for transportation infrastructure.

Advisor Insights How Advisors Can Educate Themselves on the African-American Experience A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.

The Long View Podcast Paul Merriman: 'This Is Not Just a Problem with Retail Amateur Investors' The author and financial educator discusses his commitment to indexing, why he believes in small-value stocks, and the perils of performance-chasing.

Sustainability Matters How to Find Gun Stocks in Your Fund Portfolios Here are some steps you can take to analyze your exposure to gun manufacturers.

Commentary U.S. Equity Fund Family Fees Continue to Fall Investors who stood firm were rewarded as the markets recovered, and then some.

Putting Infrastructure to Work in Your Portfolio The pros and cons of infrastructure funds. Don't Be Impressed by Your Stock Fund's 50% Return These eye-popping results highlight a major quirk in shorter-term rolling returns.

Most Requested Stock Quotes Apple Microsoft Amazon.com ViacomCBS Tesla

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

Most Requested ETF Quotes ARK Innovation ETF Vanguard Total Stock Market ETF Invesco QQQ Trust Vanguard S&P 500 ETF Schwab US Dividend Equity 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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