Advertisement

Skip to Content

Investing Specialists

Weekly Wrap: 4 Funds to Check Out and Another Look at REITs

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

Feb 8, 2020

Editor's Picks
4 Funds Worth Checking Out
10 Undervalued Companies With High Shareholder Yield
Time for a Second Look at REITs
An Upgrade for This Wide-Ranging Vanguard Fund

Earnings Reports
Our take on Ford, Disney, Alphabet, Exxon, Merck, and Macy's.

Portfolio Planning and Personal Finance With Christine Benz
Could Later RMDs Lower Your Tax Bill?
Taxes Top Your February Financial To-Do List
For Bucket Portfolios, 2019 Was a Layup, Not a Stress Test

Mutual Funds and Exchange-Traded Funds
Buy the Unloved: 2020 Edition
This ETF Provides Exposure to Well-Vetted Factors
Best Ways to Reach for Value, Whenever it Shines
What's Behind Recent Fund Upgrades and Downgrades?

Stocks
Dividend Opportunities in the Real Estate Sector
Prices Are Steep for Tech Stocks
Mexican Beer Continues to Shine for Constellation
Dividends or Buybacks: Which Is Better?
Watch for These Moves by Asset Managers
First Solar Has a Bright Near-Term Outlook That Could Dim

Rekenthaler Report
Mutual Funds and Risk Management
The Spotlight Turns on Index Providers

The Long View
Ben Carlson: How Not to Get Scammed

Most Requested Stock Quotes
Tesla
Exxon Mobil
Apple
Amazon.com
Microsoft

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
SPDR S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard S&P 500 ETF
Invesco QQQ Trust
Vanguard Dividend Appreciation ETF

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.