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Investing Specialists

Weekly Wrap: Top Dividend Stocks, Best Value Funds, and Retirement Blind Spots

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

Editor's Picks
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks 
We find several actionable ideas that yield more than the S&P 500.

5 Retirement-Planning Blind Spots
Anticipate extra costs and portfolio shocks before pulling the rip cord on retirement.

An Early Warning on Capital Gains Tax Distributions
Tread carefully at year-end when investing for a taxable account.

One Simple Trick That Will Help You Invest Better
Here's how you can use the laws of psychological distance to your advantage.

The Best Value Funds
Value is striking back--for now. These value-focused funds all earn Morningstar Analyst Ratings of Silver or better.

Portfolio Planning and Personal Finance With Christine Benz
4th-Quarter Tax-Planning Tips for Retirees 
Planning for distributions and deductions now can ease your tax burden next spring.

Don't Let Market Volatility Derail Your Retirement
T. Rowe Price's Judith Ward discusses how to plan for market downturns after retirement.

Mutual Funds and Exchange Traded Funds
How the Analyst Ratings Could Change Under the New Approach to Assessing Funds
Downgrades would outnumber upgrades with costlier share classes likelier to take a hit.

The Morningstar Active/Passive Barometer Might Help Investors Improve Their Base Rates
Picking your spots and focusing on costs can improve your odds of partnering with winning managers.

What Sudden Manager Departure Means for American Funds
Mark Denning's departure is a loss, and we're putting American Funds New Economy under review.

This ETF Targets an Overlooked Segment of the Market
Large- and small-cap companies are only part of the equation.

Why We Downgraded These 5 Funds
Russ Kinnel shares the reasons we'd lower a fund's Analyst Rating.

Why Is This Gold-Rated Stock Fund Hoarding Cash?
Value-conscious AMG Yacktman has a lot of dry powder. Here's why.

Demystifying U.S. Mid-Cap Indexing
Mid-cap stocks warrant more attention than they currently garner.

5 Real Estate Funds to Diversify Your Portfolio
Real estate stocks don't correlate strongly with returns from the broader stock market or bonds, providing portfolio diversity.

Stocks

2 Dividend Opportunities in Healthcare
Check out these pharmaceutical stocks for both capital appreciation and dividend yield.

Wells Fargo Is Worth Another Look
Scandals aside, the bank still has the pieces in place to compete effectively over the long term, and its shares currently look cheap.

13 Stocks to Own
These names are among the top holdings of some of our favorite concentrated-fund managers.

What the Saudi Oil Attack Means for Energy Stocks
We see some midstream opportunities, but much depends on the speed of recovery.

Our Top Housing-Related Pick
We think demand is poised to rebound, despite recession fears, and we expect Lennar to benefit.

Viper Strikes Us as a Unique Proposition
This narrow-moat firm benefits from mineral rights royalties, attractive acreage, and its relationship with Diamondback.

Rekenthaler Report
When Financial Advisors Give Bad Advice (or Worse)
It happens less often than in the past, but more often than it should.

Does It Ever Make Sense to Index Portfolios?
Not for mutual funds but perhaps for hedge funds.

Advisor Insights
The Bond Landscape Through an Index Prism
Benchmarks reveal the changing nature of the fixed-income market.

A Close Look at the Big Five Personality Traits
A new study by contributor Michael Pompian examines the relationship between the dimensions of personality and investor biases.

The Long View
David Blanchett: If You're Retiring Now, You're in a Pretty Rough Spot
Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.

Sustainability Matters With Jon Hale
3 Myths About Sustainable Funds
Sustainable funds perform on par with traditional funds, cost about the same, and offer plenty of choice.

Credit Insights
Corporate Credit Spreads Tighten After New Issuance Slows
The U.S. announced it would delay the imposition of new tariffs on $250 billion worth of Chinese imports for two weeks.

Most Requested Stock Quotes
Apple
Altria Group
Microsoft
AT&T
Pfizer

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

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