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Weekly Wrap: Bond-Fund Picks, Reducing Portfolio Risk, and a Rate Cut

We recap the week on Morningstar.com and note the most popular stocks, funds, and ETFs.

Editor's Picks Fed Lowers Rates While Stressing Economic Stability We are incorporating three rate cuts (including this one) through 2020 into our bank forecasts.

9 Exceptional--and Plucky--Core Bond Funds These Gold-rated funds all hail from the new intermediate core-plus bond Morningstar Category.

Starbucks Is Set for Growth We're more optimistic about its medium-term potential and have raised our fair value estimate.

Vanguard Dividend Growth Reopens Investors can now buy into one of the large-cap blend category's most reliable--and exceptional--funds.

Portfolio Planning and Personal Finance With Christine Benz 2 Items for Your Portfolio-Review Checklist Getting these elections right can reduce the taxes you owe and ensure that your assets pass to the right people.

Should Working Longer Be a Part of Your Retirement Plan? Benz and guest Mark Miller discuss how working longer can help you save more for retirement, but it isn't always possible.

A 'Chicken' Way to Lighten Up on Lofty Positions Deploying mutual fund and capital gains distributions can be a risk-reduction tool for your portfolio.

Josh Charlson: 5 Portfolio Lessons From Target-Date Funds Target-date funds have been one of the fund industry's biggest winners over the past decade.

Mutual Funds and Exchange-Traded Funds Boost Your Equity Yield Without Reaching for It Here are some quality funds for income-seeking investors.

Investors Still Pouring Money Into Passive Funds Senior analyst Kevin McDevitt talks with Christine Benz about the fund flows data and discusses what's driving assets into passive products.

A Solid Approach to Value Putnam Equity Income PEYAX earns a Morningstar Analyst Rating of Bronze.

Capital Group's Superlatives and Challenges One challenge largely met, the other not so much.

Should You Bother Investing Abroad? How much foreign exposure you need and where to find it.

Few Good Alternatives Liquid alternatives can diversify risk, but most do little to improve traditional portfolios.

Long-Term Outperformance Is the Norm at This Large-Cap Fund Gold-rated Primecap Odyssey Stock POSKX is a compelling actively managed choice in the large-cap space.

Defensive Exposure to High-Yield Bonds This high-yield bond ETF uses forward-looking market information to keep risk in check.

Rekenthaler Report Confronting Retirement Planning When it comes to envisioning their retirement futures, most Americans would rather not.

Should Social Security Be Group Insurance, or Individual? The question that awaits Washington.

Stocks A New High-Quality Stock for Your Watchlist There's a lot to like about narrow-moat Coupa COUP, but shares are fairly valued today.

Our Picks in the Data Center Industry The firms that hold network-dense properties are best positioned.

Long-Term Opportunities in Agriculture Stocks Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.

Capital One Hit by Data Breach While this is a setback for Capital One COF, investors should view it as an opportunity to purchase the shares at a discount.

Dividend Seekers: Put This Stock on Your Shopping List We think narrow-moat Kroger KR is well positioned to compete.

Our Take on Earnings Apple Delivers on Services, Wearable Growth Strategy We're maintaining our $200 fair value estimate.

GE's Turnaround Continues With Improved Outlook Despite the risks posed by the 737 Max groundings, General Electric GE maintained its long-term industrial free cash flow outlook in the quarter.

Pfizer Reports Steady Results The divestment of the generics business should strengthen Pfizer's PFE competitive positioning.

Can Under Armour Compete? We do not expect to change our fair value estimate for the no-moat firm.

P&G Looks Expensive We like what we're seeing from the wide-moat firm but think it's overvalued.

Mylan: Merger Creates Significant Generic Scale We maintain our no-moat rating and await additional details on the Pfizer transaction.

An Array of Uncertainties for Qualcomm We recommend prospective investors steer clear of shares at current levels.

Asset Managers: Our Take on Earnings Wide-moat BlackRock BLK and T. Rowe Price TROW may not be the cheapest, but they're the best.

Kellogg Sales Improve, Shares a Bargain We view shares of the wide-moat firm as attractive.

The Long View Podcast 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid' The influential financial writer Jonathan Clements on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the "dumb" investor.

Policy Matters With Aron Szapiro Still Living Dangerously With a Debt Ceiling Congress really needs to do away with an arcane tripwire that might one day blow up the economy.

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

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index Vanguard Total Stock Market Index T. Rowe Price Blue Chip Growth Dodge & Cox Income

Most Requested ETF Quotes SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard Dividend Appreciation ETF Vanguard High Dividend Yield ETF Vanguard S&P 500 ETF

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About the Author

Susan Dziubinski

Investment Specialist
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Susan Dziubinski is an investment specialist with more than 30 years of experience at Morningstar covering stocks, funds, and portfolios. She previously managed the company's newsletter and books businesses and led the team that created content for Morningstar's Investing Classroom. She has also edited Morningstar FundInvestor and managed the launch of the Morningstar Rating for stocks. Since 2013, Dziubinski has been delivering Morningstar's long-term perspective and research to investors on Morningstar.com.

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