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Investing Specialists

Weekly Wrap: Ultimate Stock-Pickers, Charitable Giving, and Simplifying Your Portfolio

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

Editor's Picks
Our Ultimate Stock-Pickers’ Top 10 Buys and Sells
Managers continue to buy wide-moat stocks.

5 Portfolio Moves to Consider Before Year-End
Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.

3 Ways to Simplify Your Portfolio in 2020
Here are some investment ideas for those resolving to streamline their investments in the new year.

Morningstar's Guide to Charitable Giving
'Tis the season for giving. Here are some smart charitable-giving strategies.

5 Costs to Keep in Mind When Picking an HSA
Layers of explicit and implicit costs make HSA expenses tough to evaluate.

Portfolio Planning and Personal Finance With Christine Benz
These Charitable Investment Strategies Deliver a 'Three-fer'
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.

Factors to Consider When Giving Charitable Donations
Charitable contributions can do good for others--and for your portfolio.

Mutual Funds and Exchange-Traded Funds
A Share-Class-Level View of Our New Ratings
See the range of ratings generated by different fee levels for each mutual fund.

Trying to be Large-Value in a Large-Growth World
How four large-value Morningstar Medalists have fared in the growth-led market.

Alternatives to the Aggregate
As the bond market’s barometer has become increasingly conservative, new indexed options have emerged.

Our Favorite Equity Funds for Retirement
Russ Kinnel says retirees should adjust--but not eliminate--their equity positioning.

Trends in Bond Index Investing
Are investors getting more comfortable with this type of fund?

A Top-Rated ETF for Aggregate Bond Market Exposure
This fund adheres to the collective wisdom of the market in providing aggregate bond market exposure.

Stocks
Schlumberger Set to Benefit From International Recovery
It’s proved it can generate shareholder value in even dismal oil market conditions.

Dividends and Big Tobacco
The industry is facing some disruption, but core cigarette businesses continue to perform.

How Accenture Keeps Its Moat
The IT services company has a large, dedicated customer base.

Phishing for Moats
Customers are hooked on cybersecurity vendors' lures.

Expedia Investors Cheer Management Shake-Up
We plan to maintain our fair value estimate, leaving shares undervalued.

Hostess Stocks Up on Cookies
We like the deal with Voortman and think the shares are undervalued.

Coworking Revives Office Real Estate
Investors and participants in REITs should pay close attention to the opportunities and risks.

Cruise Lines Continue to Maintain Moats
Carnival, Royal Caribbean, and Norwegian are undervalued and worth a look.

Rekenthaler Report
Comparing Asset Allocations: Fund Investors Versus Pension Plans
Their aggregate decisions aren’t so very different.

Reinvesting Matters! (A Great Deal)
As does being careful when interpreting charts.

Advisor Insights
How to Help Clients Avoid Capital Gains Distributions
It takes effort, but you’ll be thanked.

No Failure Like Success
More talent on a level playing field means fewer winners.

Commentary
5 Portfolio Lessons From Target-Date Funds
Target-date funds have been one of the fund industry's biggest winners over the past decade.

Proxy Voting Adds Some Spice to Plain-Vanilla Index Investing
In proxy voting, similar index funds show their unique personalities.

The Long View
Gus Sauter: Efficient Markets Are a Good Thing
Vanguard's retired global CIO riffs on indexing, market efficiency, governance, alternative investing, and more in this wide-ranging conversation.

The Short Answer 
Is a Donor-Advised Fund Right for You?
A look at some of the pros and cons of these increasingly popular investment vehicles.

What You Need to Know About Capital Gains Distributions
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

Most Requested Stock Quotes
Apple
Microsoft
Amazon.com
AT&T
Exxon Mobil Corp

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

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