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Investing Specialists

Weekly Wrap: Tesla Talk, Evergrande Exposure, and Debt-Ceiling Duels

We recap the week on 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

Which Bond Funds Are Most Exposed to Evergrande?
While the markets flash red, emerging-markets bond fund managers take a long-term view.

10 Undervalued Wide-Moat Stocks
These are the cheapest names in the Morningstar Wide Moat Focus Index--plus stocks the index has recently added and dropped.

Do Fidelity’s Retirement Savings Benchmarks Hold Water?
The firm’s salary benchmark-based guidelines are popular, but they don’t work for everyone.

Investors Can Ignore Debt-Ceiling Showdowns ... Usually
Debt-ceiling fights and government shutdowns have been nonevents for stocks, with one big exception.

The Tesla 'Bubble Or Not' Debate
ARK Investment’s Cathie Wood and Research Affiliate’s Rob Arnott spar over Tesla’s future.

Your Guide to Long-Term Care
In this special report, find out how to weigh your prospective coverage needs and your options for paying for them.

Portfolio Planning and Personal Finance With Christine Benz

Pitfalls to Avoid in a Lofty Market
Very good markets can also lead you to make mistakes.

Mutual Funds and Exchange-Traded Funds

How Strong Are Target-Date Series' Potential Building Blocks?
We examine target-date providers' menus of available underlying offerings.

Strategic Beta Is Active Management
The two approaches to portfolio construction are more similar than they are different.

3 Rating Changes for Vanguard Funds
We've upgraded two funds and downgraded one.

Who’s Helping the Fund Managers Manage?
Analyst staffs are important, but don’t stress about their numbers or traits.

3 Great Wide Moat Funds
These highly rated funds hold more than three fourths of their portfolio in high-quality names.


Healthcare Policy Changes Could Result in Opportunities
Expanded insurance rolls would be good news for the managed-care organizations and service providers we cover.

Digital Advertising Market Remains Strong Amid Regulatory Risks
Growth is priced into most valuations, but the top advertisers still have our attention.

Rekenthaler Report

Two Perils for Investors: Big Governments and Bad Governments
The latter is worse, but neither are helpful.

Congress' Proposal for ETF Tax Reform: Good Idea, Bad Execution
There is another way to reconcile how ETFs and mutual funds are taxed.

Advisor Insights

Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.

The Long View Podcast

Lynnette Khalfani-Cox: 'There's a Huge Wealth Gap in America'
The author and financial expert discusses the racial wealth and homeownership gap, college debt, and how she paid off her own debt.

The Short Answer

Social Security Isn't 'Going Away'
Here's what you need to know about Social Security and your retirement plan, Millennials and Gen Xers.


How to Incentivize People to Save for the Future
Professor Hal Hershfield on how to encourage investors to prioritize their future selves.

Morningstar Moments: What You Missed at MIC
Here are the highlights from our annual investment conference.

8 New Funds From Top Managers
These Morningstar Medalist managers launched new funds during the first half of 2021.

Most Requested Stock Quotes

Alibaba Group

Most Requested Fund Quotes

Vanguard 500 Index
Fidelity 500 Index
Vanguard Total Stock Market Index
Dodge & Cox Stock
Vanguard Dividend Growth

Most Requested ETF Quotes

Invesco QQQ Trust
Vanguard S&P 500 ETF
Vanguard Total Stock Market ETF
Schwab U.S. Dividend Equity ETF