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Investing Specialists

Weekly Wrap: Sustainable Investing, Equities, and Cheap Stocks

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

Editor's Picks
From the Archives: Why Not 100% Equities?
Revisiting a 25-year old suggestion.

ESG Risk Comes Into Focus
Companies focus on their ESG risks to build profitability for the long term.

5 Cheap Stocks With Growing Dividends
We turn to the Morningstar US Dividend Growth Index for stock ideas.

Who's Trounced the Fund Averages? We Have.
The average dollar invested in mutual funds has outgained the average fund. Why? Cheaper U.S. stock funds have crushed.

ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.

Interested in Sustainable Investing? Here's What You Need to Know About Sustainable Funds
How to tell different ESG factors apart in your investing decisions.

Earnings Reports
Our take on Nvidia, Cisco, and CVS.

Portfolio Planning and Personal Finance With Christine Benz
20 IRA Mistakes to Avoid
From contributions to conversions to distributions, don't fall into these traps.

3 Fund Picks for an IRA
There's still time to make contributions to an IRA for the 2019 tax year. Christine Benz shares some investment ideas to consider before tax day.

HSAs Offer Path to Tax Deduction
Christine Benz explains the tax advantages of health savings accounts, if you're eligible.

You Can Now Make IRA Contributions at Any Age. But Should You?
Traditional IRA contributions after RMD age may make sense in a handful of situations, but not many.

Mutual Funds and Exchange-Traded Funds
A New Year, a New Month of Analyst Rating Changes
Morningstar analysts rated 1,268 share classes and vehicles and 110 unique strategies in the first month of 2020.

Watch for These Moves by Asset Managers
And the three names we believe are best positioned.

TIPS ETFs Can Help Protect From Unexpected Changes in Inflation
While nominal Treasury bonds price inflation risk into their yield, they do not protect against unexpected inflation.

Why International Stocks Have Lagged
Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.

11 New Funds in Morningstar Prospects
Morningstar Prospects showcases 11 new funds with promising futures ahead.

A Gold-Rated Fund for Broad TIPS Exposure
The best TIPS fund is one that is cheap and that effectively tracks a benchmark that is widely representative of the TIPS market. This fund checks all the boxes.

Stocks
Initiating Coverage of Green Thumb Industries
The cannabis producer offers investors attractive exposure to the fast-growing U.S. market.

A Healthier Kellogg on the Horizon
But the market continues to punish this wide-moat company, providing an attractive entry point for investors.

A Close Look at Pharma Firms With an ESG Lens
An ESG frame helps us bring a better look at valuation within the healthcare sector.

Coronavirus Could Take a Bite Out of Carnival's Results
The narrow-moat firm has updated the financial impact that it expects to its business.

Gold's Allure Dims Slightly as Investment Option
Investment demand is expected to drop.

Amid Coronavirus Outbreak, Chinese Internet Firms Could Benefit
We expect e-commerce, online entertainment, education, and business services to see faster adoption rates in the long term.

Rekenthaler Report
From the Archives: In Praise of the Dead (Investors)
Fidelity's "study" rings true, whether it exists or not.

Advisor Insights
Don't Make the Client's Problem Your Problem
Contributor Natalie Choate with what not to do to 'help' clients.

Why We Incorporated ESG Into Our Practice
We think clients are better off holding sustainable funds to guard against risks.

The Long View
Jeff Levine: Cracking the New Retirement Code
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.

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

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