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Investing Specialists

Weekly Wrap: Food Stocks, Sector Funds, and Tesla's ESG Rating

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

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Editor's Picks

4 Questions for Award-Winning Managers
Morningstar's 2022 Investing Excellence Award winners on what makes a great investor, what they've learned from prior market crises, and more.

Financial Literacy Alone Won’t Close the Wealth Divide
Financial advisor Phuong Luong urges others in the industry to study financial history and avoid false markers of competence when hiring.

4 Warren Buffett Stocks to Buy
These undervalued stocks are among the holdings in Berkshire Hathaway today.

When Everything Declines at Once
From the archives: Past correlations are a hazardous guide for the future.

Private Markets Offer Sustainable Opportunities
Material risks can be addressed while companies are young.

Here’s How to Think About Retirement Income Today
What PGIM’s David Blanchett thinks a volatile stock market, rising yields, and still-hot inflation mean for the financial plans of retirees and pre-retirees.

Portfolio Planning and Personal Finance With Christine Benz

Are Sector Funds Worth Owning?
The data suggest that industry-specific funds don't do much to diversify a U.S. equity portfolio.

4 Financial Worries to Cross Off Your List
Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.

Mutual Funds and Exchange-Traded Funds

Top-Rated Fund Manager on Where He's Investing Today
T. Rowe Price's David Giroux shares his thoughts about bond positioning, beaten-down Big Tech, and whether a recession is imminent.

American Funds American Balanced: Have Manager Changes Knocked This Fund Off Balance?
Several of the fund's experienced managers have retired. Here's what that means for fundholders.

Where Is Franklin Templeton Headed?
CEO Jenny Johnson on the firm’s pickup of Legg Mason and the future of active management.

Vanguard Maintains Its Lead in 529 Plans
Capital Group and Fidelity round out the top three.

So Far, Low-Volatility ETFs Are Doing Their Job in 2022
A look at how low-volatility ETFs have performed in recent adverse markets.

Stocks

Home Depot's Stock Is Down, But It's Not Cheap
Inflation, higher interest rates, and a shift in consumer spending are putting pressure on the country's leading home improvement retailer.

How to Hedge Against Inflation Using I-Bonds
What are I-bonds and how do you buy them?

Food and Ag Stocks Are Having Their Time in the Sun
Mosaic and ADM are among those with solid gains in 2022, but valuations are rich.

The Market Is Undervalued But Concentrated
These four mega-cap stocks are pushing down overall valuations.

Why This Top Manager Thinks Markets Are Less Risky Now
Causeway Capital CEO Sarah Ketterer on where she's investing today, why international stocks have lagged U.S. stocks, and why value managers are screaming with joy.

Is Now the Time to Buy Paramount Global Stock?
Warren Buffett’s Berkshire Hathaway has taken a stake. Here’s what Morningstar’s analyst thinks of the stock today.

11 Undervalued Stocks That Crushed Earnings
Citigroup and Sabre are among those left undervalued despite strong first-quarter results.

What Are Real Yields and Why Do They Matter to Stocks?
Real yields have been pointed to as a culprit in 2022's stock market selloff.

21 Best Healthcare Companies to Invest In These companies largely earn their competitive advantage from intangible assets, and their stocks are great choices for an investor’s watchlist.

Don't Panic on Sequence of Returns
Both stocks and bonds are down so far this year, but the long sweep of history provides some solace for recent retirees.

Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be
Doing so doesn’t wittingly expose investors to excessive risks.

Rekenthaler Report

What Should Accompany Stocks: Cash or Bonds?
The benefits of taking the middle ground.

Sustainability Matters

Here Is Why Tesla’s ESG Risk Rating Isn't That Great
That could change, as the company listens more to shareholders.

The Long View Podcast

Ric Edelman: Crypto, Retirement Planning, the Advice Business, and More
The financial expert and founder of DACFP discusses the role of digital assets in today's market, as well as the importance of financial education starting at an early age.

Commentary

Should You Mess With Individual Stock-Picking?
Brian Feroldi, financial expert and writer at The Motley Fool, shares insights from his new book "Why Does the Stock Market Go Up?"

Public/Private Markets
Structural shifts in markets make private assets hard to ignore.

Funds See Their First Overall Outflows Since March 2020
Long-term mutual funds and ETFs shed $89 billion in April 2022, marking the first such overall outflow since March 2020.

Overview of the Morningstar Quantitative Rating for Funds
What is it, and what can it do for you?

Most Requested Stock Quotes

Apple
Target Corp
Amazon.com
Walmart Inc
Microsoft

Most Requested Fund Quotes

T. Rowe Price Capital Appreciation
Vanguard Dividend Growth Inv
Vanguard 500 Index
Fidelity 500 Index
Dodge & Cox Stock

Most Requested ETF Quotes

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