Weekly Wrap: Top ETF Picks, Vanguard's Rise, and Healthcare Moats

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

Nov 16, 2019

Editor's Picks
Vanguard Won the Loser's Game
How an outsider conquered the fund industry.

These 5 Funds Were Upgraded in October
Five upgrades, seven downgrades, and four new ratings highlight Morningstar Analyst Rating activity.

The Best Equity ETFs
These stock-focused exchange-traded funds all earn Gold ratings.

The Lowdown on Mutual Fund Capital Gains, 2019 Edition
Many funds are planning big payouts, but massive distributions are less common than they were a year ago.

Checkup for Healthcare Moats
We downgraded these three stocks, but they're still undervalued.

3 ETF Retirement Bucket Portfolios for Taxable Accounts
These tax-efficient portfolios are geared toward retirees who are seeking simplicity and balance.

3 ETF Retirement Saver Portfolios for Taxable Accounts
Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers' taxable accounts.

How to Make Over Your Own Portfolio
Christine Benz discusses how investors can give their portfolios an update in just a few steps.

Mutual Funds and Exchange-Traded Funds
What Is an Exchange-Traded Fund?
We explain what ETFs are, how to use them, and how to find the best ones.

How to Choose a Target-Date Fund
Expenses and glide path are just two factors that investors should consider.

The Best Bond ETFs
These fixed-income-focused exchange-traded funds all earn Gold ratings.

How to Select Strategic-Beta Exchange-Traded Products
How we separate the wheat from the chaff in this field.

Our Favorite Core-Plus Bond Funds
Eric Jacobson explains the split of the intermediate-term bond group and offers his picks.

Sometimes the Market Is Wrong
But broad-market index funds are still great investments.

Vanguard's View on ETF Trends
Vanguard's Rich Powers discusses what is driving fund flows into ETFs.

This Aggressive Bond Fund Is a Gem
Loomis Sayles Core Plus Bond is an excellent choice for fixed-income investors who can handle some volatility.

Low-Cost, Diversified Exposure to Foreign Developed Markets
Developed-markets indexes are less concentrated than they were 30 years ago.

Stocks
Bank Stocks for Dividend-Seekers
Bank dividend yields are set and look to stay that way.

Allison's Brand Drives Its Success
The company is uniquely positioned to help fleets reach fuel economy and labor efficiency goals.

What Makes United Rentals Attractive?
This sophisticated, national company has what its customers need.

Revisiting the Case for International
Adding international stocks has some benefits, but it's not a magic bullet.

How Bricks Compete With Clicks in a New Retail Era
Some retailers are better equipped to fight the Amazon threat.

Opportunity Is Calling for RingCentral
The market is not yet appreciating this narrow-moat company's growth prospects.

The Rekenthaler Report
Passive, Active, ... Whatever
Low costs drive superior stock-fund results, not indexing.

Advisor Insights
Death Distinctions Between 401(k)s and IRAs
Contributor Natalie Choate discusses the challenges--and limitations--for heirs when beneficiary designations aren't completed for retirement accounts.

The Long View
Barbara Roper: 'Protections Have Been Under Attack'
A leading consumer advocate discusses whether small investors should have access to private markets, fee trends, and how recent financial-advisor regulation falls short.

Sustainability Matters
Enhancement to Sustainability Rating Emphasizes Material ESG Risk
The globe rating now reflects company ESG risks both within and across industry groups.

Most Requested Stock Quotes
Apple
Disney
Amazon.com
Microsoft
Cisco

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

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