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Investing Specialists

Weekly Wrap: The Best Fund Companies, Top Retirement Fund Picks, and a Portfolio Risk Checkup

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

Editor's Picks
The Best Fund Companies and Their Ratings
We recently updated our Parent rating, a crucial element in evaluating how well a fund will serve investors in the long run. 

Morningstar's Top Retirement Fund Picks for Minimalists  
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.

A Standout Choice for Hands-Off Investors
The Fidelity Freedom Funds feature a strong team, a thoughtful approach, and an attractive collection of underlying strategies.

A 7-Point Risk Drill for Your Portfolio
A calmer market provides the ideal backdrop for a systematic checkup on your portfolio's risk factors. 

Earnings Reports
Our takes on Pfizer, Apple, Starbucks, 3M, Facebook, Microsoft, Boeing, GE, Tesla, Altria, Visa, Verizon, Coca-Cola, and Eli Lilly.

Portfolio Planning and Personal Finance With Christine Benz
Morningstar's 2020 Portfolio Tuneup
All this week, we'll coach you on the steps to take to ensure that your portfolio is in fighting shape for the years ahead.

What We Learned From Experts' Return Forecasts
Christine Benz discusses her key takeaways from the annual projections issued by several investment firms.

Mutual Funds and Exchange-Traded Funds
Muni Funds See Record Inflows in 2019
Investors' appetite for municipal bonds soared last year, helping push already low muni yields even lower.

A Closer Look at the New Ratings Process for Index Funds
The new ratings framework should improve ratings efficacy by bringing more structure and consistency to the ratings process and elevating the impact of fees.

Diversify With One of These Mid-Cap Equity Funds
These blend, value, and growth options can serve a valuable role in a diversified portfolio.

How Morningstar's Analyst Ratings for Index Funds Have Performed
Morningstar Analyst Ratings have done a decent job guiding investors toward better-performing index funds.

2 New Dividend Opportunities for 2020
Reviewing our four 2019 dividend picks, and looking ahead to new ones.

Travel and Tourism Companies Likely to Be Hardest Hit by Coronavirus Outbreak
To gauge the effect of the quickly spreading coronavirus on the companies we cover, we look back at SARS.

Can We Bank on Banks?
Our latest research looks at how banks might be affected at this point in the economic cycle.

Changing Tastes Will Dull Gold Prices
Jewelry won't fill the gap when today's investment demand becomes tomorrow's recycled supply.

4 Healthcare Stocks Attractive on Valuation and ESG Risk
Morningstar's Karen Andersen explains how ESG issues affect Big Pharma and Big Biotech companies.

Rekenthaler Report
What's Alpha?
These days, the statistic's interpretation is taken more figuratively than literally.

Should the Government Mandate Retirement Planning?
Whatever the answer, defined-contribution plans will feature in the solution.

The Long View
Will Danoff: Succeeding at Scale
Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.

Reforming the U.S. 401(k) System
Morningstar's director of policy research offers some reflections on the state of affairs.

Most Requested Stock Quotes
Exxon Mobil

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

Most Requested ETF Quotes
Vanguard Total Stock Market ETF
Vanguard S&P 500 ETF
Invesco QQQ Trust
Vanguard Dividend Appreciation ETF