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Weekly Wrap: Defensive Funds, Rating Updates, and How Much You Need to Retire

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

Editor's Picks Do You Have Enough to Retire? For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy.

10 Superb Defensive Stock Funds These highly rated mutual funds have a fondness for wide-moat stocks.

Turnaround Takes Hold at Zimmer We see meaningful improvement and remain confident in the company's wide moat.

Stop the Mutual Fund Capital Gains Distribution Madness! Some funds are likely to make big payouts again this year, but you don't have to take them lying down.

How Have 'Hedge Funds for the Masses' Performed? About as one should have expected, although it doesn't seem that way.

Portfolio Planning and Personal Finance With Christine Benz Simple, Effective Ways to De-Risk a Portfolio What is it, who should do it, and why?

Get a Portfolio Makeover From Christine Benz Our annual Portfolio Makeover Week is coming up soon, and Christine Benz is looking for investors who'd like her to review their portfolios.

Mutual Funds and Exchange Traded Funds 8 Upgrades Highlight August Ratings Changes Morningstar analysts rated 149 strategies in August.

3 Funds That Are Worse Than They Look Don't let these funds' stellar recent returns obscure their underlying deficiencies.

Can Active Small-Value Funds Save You From Index Overlap? It's difficult to avoid index overlap entirely.

Despite Its Valuation, This Defensive Equity ETF Is Compelling Concerns over the valuations of this fund's holdings are overblown.

Foreign Stock Dividends Promise Yields--and Trade-Offs Investors should be sure to understand the issues with foreign dividend payers.

How to Diversify Assets Like a Pro When You Own a Lot of Equities Long duration is the "Sharpe" choice for aggressively positioned portfolios.

Reopened Vanguard Dividend Growth Shows Promise Vanguard Dividend Growth is a strategy built for scale.

3 Hidden Gems Among Corporate-Bond ETFs These ETFs have potential to deliver attractive performance over the long term.

Stocks This Travel One-Stop Shop Looks Undervalued We're more optimistic on its margin expansion potential.

2 Ways to Play the Agriculture Recovery We expect a recovery in 2020, and these two stocks are poised to benefit.

Ultimate Stock-Pickers' Top 10 Buys and Sells Six of the top 10 conviction purchases are undervalued.

What Do Cheaper iPhones Mean for Apple? We don't expect a rebound in Apple's phone sales this year, and we think the stock's overvalued.

Check Into Wyndham Hotels Shares This undervalued company possesses powerful intangible-asset and switching-cost advantages.

Rekenthaler Report Enough With Revenue Sharing! Ban it. Ban it all.

Advisor Insights What Advisors Want to Achieve New survey delves into advisors' business goals and challenges.

Roth Rollover Traps Contributor Natalie Choate reviews the good, the bad, and the ugly when rolling over from a Roth 401(k) to a Roth IRA.

The Long View Dan Ivascyn: Building a Portfolio to Bend but Not Break PIMCO's group CIO explains the firm's cautious outlook and why it's stressing liquidity in managing assets.

Credit Insights Volume of New Corporate Bond Issuance Breaks Weekly Record According to Bloomberg, $74 billion worth of new investment-grade bonds were sold last week.

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

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index Fidelity Contrafund

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

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