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Weekly Wrap: Dividend Leaders, Fund Upgrades, and How to Become More Defensive

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

Editor's Picks The Time Is Right to De-Risk Your Retirement Portfolio For pre-retirees and retirees, the risk of standing pat with a too-heavy portfolio mix outweighs the downside of exiting stocks too early.

Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases Several funds dive into undervalued energy, industrials, and technology stocks.

3 Funds That Are Better Than They Look These Morningstar Medalists all earn Morningstar Ratings of 2 stars or less.

Portfolio Planning and Personal Finance with Christine Benz The Best Diversifiers for Your Equity Portfolio Christine Benz discusses how to protect your portfolio from a stock-market sell-off.

A Down-Market Survival Guide for Retirees These six steps can help you take back control in uncertain times.

Mutual Funds and Exchange Traded Funds 5 of the Biggest Upgrades of 2019 Funds from Fidelity and Dodge & Cox are on the rise.

How Funds With Hidden China Exposure Fared During the Latest Trade-War Sell-Off Funds with the greatest business ties to China took outsize losses.

Want to Test Your Managers' Mettle? Ask Them to Work Backward Don't settle for reassurances. Ask active fund managers to explain how they'll deliver the value they purport to add after fees.

How to Pick a Good High-Yield Bond Fund Russ Kinnel offers four picks ranging from aggressive to conservative.

Poor Contrarian Picks Contribute to This Fund's Downgrade Recent blunders have eroded American Century Value's previously strong long-term record and altered its risk profile.

Tips for Choosing a TIPS Fund Picking among Treasury Inflation-Protected Securities funds is actually pretty easy, as only a handful really deserve attention.

A Compelling Multifactor ETF This portfolio targets stocks of all sizes with attractive value, momentum, and quality characteristics.

Rekenthaler Report How to Lose a Lawsuit Accuse a fund company of overcharging.

The Taxman Says, Stay Invested Timing the stock market is difficult enough, even without the IRS' contribution.

Stocks Is the End Near for GE? We don't think so, and we're still confident in CEO Larry Culp.

Retailers in the Bargain Bin Sales were soft in the most recent quarter, but we see brighter days ahead.

More Defensive Stocks on Sale These high-quality names are resilient and undervalued.

3 Ways to Boost Equity Income A closer look at three approaches to boost income without loading up on the riskiest areas of the market.

Dividend Leaders and Laggards Among Utilities Equity valuations remain rich but still offer opportunities for income.

Scotts Miracle Gro Poised to Profit From Cannabis Industry Scotts' leadership in hydroponic equipment provides broad cannabis industry exposure.

Plenty of Wide Moats in This Industry. But Can They Persist? Custody banks may be moaty, but they face a tough pricing environment.

Ariel's Take on the Markets Manager Rupal Bhansali offers her insight into current risks and returns.

Advisor Insights Digital Organization Best Practices for Advisors Ben Brown lays out a plan for developing your ideal information architecture road map.

The Long View Podcast Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value) The Research Affiliates founder thinks "value" is cheap, sees shades of the 2000 tech bubble in today's market, and takes issue with multifactor investing, among other matters.

Sustainability Matters with Jon Hale Proxy Season Shows ESG Concerns on Shareholders' Minds Investors voted on 177 shareholder resolutions addressing sustainability issues.

Most Requested Stock Quotes Apple General Electric Pfizer AbbVie Amazon

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index Admiral Vanguard Total Stock Market Index Admiral T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index PIMCO Income

Most Requested ETF Quotes Vanguard Dividend Appreciation ETF SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard High Dividend Yield ETF iShares Edge MSCI Min Vol USA ETF SPDR S&P 500 ETF

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