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Investing Specialists

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