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Investing Specialists

Weekly Wrap: What Investments Are Surviving the Coronavirus and How the U.S. Will Cope

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

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks
Stocks Cheap After First-Quarter Plummet
Two thirds of the stocks in our North American coverage are undervalued, trading at 4 or 5 stars.

7 Funds Reopening Amid Equity Meltdown
Past bear markets have shown that there likely will be more reopening announcements on the way.

Coronavirus Update: Long-Term Economic Impact Forecast to Be Less Than 2008 Recession
Our outlook on how the U.S. will cope during and after the shutdown.

8 Sturdy Dividend Stocks
We think the payouts on these undervalued names are sustainable.

What if I Already Took My 2020 RMD?
The new stimulus plan suspends required minimum distributions for 2020. Contributor Natalie Choate offers advice to early birds who've already taken RMDs for the year.

Portfolio Planning and Personal Finance With Christine Benz
10 Sources of Emergency Cash, Ranked from Best to Worst
The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they're not likely to be your best source of emergency cash.

Healthy Financial Habits to Cultivate Now
Christine Benz offers ideas for some investing habits we can put into place while cooped up at home that can pay dividends down the road.

Seize the Opportunity to Convert to Roths
Tax and retirement planning expert Ed Slott says converting traditional IRA balances to Roth may cost you less in taxes now.

What Does the CARES Act Mean for Retirement Accounts?
Jeff Levine discusses what's changing and the pros and cons of 401(k) loans versus hardship withdrawals.

Mutual Funds and Exchange-Traded Funds
3 Outstanding Dividend-Growth Funds
Here are some of our favorite funds that invest in dividend growers.

Where Have New Managers Taken These Funds?
Looking at key manager changes to see what we've learned along the way.

Primecap Can Ride Out Its Airline Stocks' Turbulence
The firm has been here before.

Go Active in Emerging Markets
Here are a few ways to cope with the risks in emerging markets.

Are Bond Funds 'Broken' as Diversifiers?
The recent tumult illustrates the importance of using your time horizon to guide what kinds of bond funds to hold--or whether to hold them at all.

How First-Quarter Volatility Hit Foreign Stock Funds
Dan Sotiroff looks at performance and how it might have affected your portfolio.

Stocks
How Pressured Could Rental Rates Be for REITs?
Long-term leases should mitigate the short-term impact.

U.S. Stock Funds Say Goodbye Bull Market, Hello Volatility at Quarter-End
Investors grappled with record-breaking volatility in a historic quarter.

Opportunities Are Arising in Software and Cybersecurity
Compared with the previous quarter, patient investors have some good opportunities.

6 More Stocks We Like
After reviewing our fair value estimates, we think these names are oversold.

Healthcare Moves Into Undervalued Territory After Pullback
Fears of a progressive president and changes to the healthcare system have faded.

3 Key Points in Our Outlook for Healthcare
Drug manufacturers are the most undervalued industry in the sector.

Rekenthaler Report
My Latest, and Most Impulsive, Trade
Here's how insuring with stock-index put options works.

Such a Narrow Stock Market!
A few companies feast, while many beg.

Risk and Behavior
How to Manage Client Conversations During Turbulent Markets
This checklist provides behavioral techniques to help clients manage their emotions and their investments.

The Long View
Fran Kinniry: Applying the Vanguard Approach to Private Equity
The leader of Vanguard's initiative to offer private equity investing discusses his views on private equity's role in a portfolio, how Vanguard will structure its offering, and why the firm is bringing it out now.

Sustainability Matters
The Number of Funds Considering ESG Explodes in 2019
Nearly 500 funds added ESG criteria to their prospectuses for the year.

Sustainable Funds Weather the First Quarter Better Than Conventional Funds
These funds were helped by a focus on companies with strong ESG profiles and less exposure to energy.

Commentary
What We Learned From Mohamed El-Erian
Allianz's chief economic advisor discusses policy responses to the coronavirus and what investors can do.

Is This 2008 All Over Again?
Eric Jacobson explains why 2020 is indeed different.

The Stimulus Plan and Its Effect on Retirees
Tax and retirement planning expert Ed Slott says investors should tread carefully among the potential provisions, from RMDs to hardship withdrawals and loans.

Take Care When Approaching Beaten-Down Parts of the Market
Alex Bryan discusses areas that have performed worse than others during the recent market downturn.

De-Risking in a Bear Market
Alex Bryan discusses some ways to tackle risk in your current and future portfolio.

Morningstar's Take on the First Quarter
Our analysis of the first quarter in stocks and funds.

Financial Literacy Month
How to Set and Invest Your Emergency Fund
Here's how to figure out how big your emergency fund should be and how you should invest it.

How Do Your Financial Priorities Stack Up With Our Pyramid?
Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.

Five (Easy) Steps to Setting Up a 401(k)
Cross this big to-do off your list by following these easy guidelines.

Most Requested Stock Quotes
Apple
Microsoft
The Walt Disney Co
Coca-Cola
Boeing

Most Requested Fund Quotes
Vanguard Dividend Growth Inv
Vanguard 500 Index Admiral
T. Rowe Price Blue Chip Growth
Fidelity 500 Index
Vanguard Total Stock Mkt Inx Adm

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

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