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Weekly Wrap: Undervalued Stocks, Balancing Retirement and College Savings, and Funds Facing Key-Person Risk

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

Editor's Picks 33 Undervalued Stocks Here are our analysts' top ideas in each sector at the third quarter's end. Is the Market 'Due' for a Downturn? Maybe. Maybe not. Just don't fall prey to the Gambler's Fallacy. 7 Steps to Estimating Your In-Retirement Cash-Flow Needs Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor. The College Question When the cost of college threatens retirement, how do you break it down? Succession Concerns Limit These Funds' Long-Term Prospects The departure of a star manager leaves a tough act to follow.

Portfolio Planning and Personal Finance With Christine Benz How to Escape From a Lousy Health Savings Account You may be switching to cut costs, but watch out: You may trigger additional fees along the way.

Should You Add Flavor to a Vanilla Bond Portfolio? Christine Benz discusses what to think about when it comes to diversifying your bonds.

Mutual Funds and Exchange Traded Funds 3 Funds Favoring Wide-Moat Stocks Get the details from our manager research team.

The Third Quarter in Bond Funds Economic and political uncertainty headlined the fixed-income markets. Active Funds May Look Better, but Still Not Great Although the performance of actively managed funds improved in 2019's first half, the long-term picture favors passive strategies. Be Wary of State-Owned-Enterprises Foreign governments aren't always on your side. Back-Door Access to an Excellent but Off-Limits Value Strategy Diamond Hill Mid Cap shares approximately 70% overlap with its stellar but closed sibling Diamond Hill Small-Mid Cap. Dodge & Cox's Recipe for Success Contrarian picks, patience, and strong teams contribute to the fund family's solid long-term record. Take Advantage of Mean-Reverting Prices With This Foreign Value ETF Diversification and a low fee improve its appeal.

Stocks Market Too Focused on Corteva's Near Term We see long-term potential for this wide-moat seed and chemical producer.

Can Renewables Overtake Natural Gas in Power Generation? Renewable energy has policy momentum, but gas generation offers reliability. An Undervalued but High Uncertainty Biotech Firm Intercept's NASH treatment could be approved years ahead of competition. Will Brick-and-Mortar Weather the E-Commerce Storm? Retail REITs in our coverage are undervalued and provide attractive dividend yields. Capital One Deserves More Respect We see an opportunity to invest in the exceedingly cheap shares.

Rekenthaler Report Where Are the Economies of Scale? Morningstar's global study demonstrates that when funds become bigger, they don't necessarily become cheaper.

The Capital Markets (We)Work In a healthy financial system, some IPOs will fail.

Advisor Insights Multiple Beneficiaries and the Year of Death RMD Contributor Natalie Choate navigates through the complexities.

The Long View Alicia Munnell: Married Couples Are in the Retirement Danger ZoneThe prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.

The Short Answer What Is a Quantitative Fund? Confused by quant investing? We break it down.

Market Trends Strong Third-Quarter Returns in Fixed-Income Market Dave Sekera explains the quarter in bonds.

Most Requested Stock Quotes Apple Microsoft Amazon.com AT&T 3M Co

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index Vanguard High Dividend Yield Index Inv T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index

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

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