Skip to Content

Weekly Wrap: Coronavirus Forecasts, Fund Flows, and Ratings Changes

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 Coronavirus Vaccine Progress Accelerates Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021.

Projecting Coronavirus' Long-Run Economic Impact We've updated our near-term GDP forecast and look to previous recessions for longer-term guidance.

RMDs Aren't Required for 2020. What Should You Do? Tim Steffen talks about about how retired investors can handle RMDs this year.

April Fund Flows Reflect Rebound as Investors Look for Opportunities Taxable-bond funds bounced back, but one fund family took a large hit in outflows.

Ratings Changes for Vanguard, and a New ESG ETF to Consider Here's a look at some of the funds that earned upgrades and suffered downgrades last month.

The Best Target-Date Series A surprise retirement and our updated methodology lead to a shakeup of series with Morningstar Analyst Ratings of Gold.

Portfolio Planning and Personal Finance With Christine Benz A Thrift Savings Plan Update The retirement savings plan for government workers is superb, but some of the coming changes are overdue.

Are IRA Conversions a Good Idea During Volatility? Pimco's Tim Steffen discusses some considerations to bear in mind before converting.

Does Delaying Social Security Deliver an 8% Return? Waiting often makes sense, but your actual mileage may vary.

Mutual Funds and Exchange-Traded Funds For Bond Funds, Is Core-Plus Really a Minus? This year's turbulent fixed-income market sheds some light on the limitations of intermediate core-plus bond funds.

Hands-On Tactical Bond Strategies Three strategies to consider, and two to avoid.

Is Guaranteed Income the Next Frontier for Target-Date Funds? The SECURE Act opens the door for annuities in target-date funds.

There Is a Better Way to Push for Better Labeling of ETPs I agree with the spirit of the ETP industry coalition's proposal, but not the specifics.

Who Won, or Lost, in the Bond Fund Sell-Off Eric Jacobson discusses which bond funds came out of the recent sell-off as winners, and which ones didn't fare so well.

Stocks 2 Attractive Drugmakers With Secure Dividends Necessity means dividends are very secure for drugmakers.

Relaxing the Lockdown: Move Slowly, Stay Nimble Our coronavirus infection and fatality assumptions have edged down as we settle closer to control.

4 More Stocks That Top Managers Have Been Buying Managers from Diamond Hill and Dodge & Cox picked up some consumer stocks during the market meltdown.

Meat Processing Disruptions, Price Inflation to Continue Our analyst examines the food supply chain, restaurant sales, and attractive shares for one name.

Stock Analyst Updates What PNC Financial Sale Means for BlackRock We are not making any changes to our fair value estimate or moat rating for BlackRock.

Uber Interested in GrubHub, but No Deal Reached Yet If an agreement is reached, the deal likely will face regulatory and antitrust barriers.

Cisco's Cost Management Balances Out Revenue Headwinds We are maintaining our fair value estimate and view shares as undervalued.

Rekenthaler Report Stock Market Signals, Then Versus Now Clues from the largest-company lists.

Active Management's Dilemma How to do something different, without doing something bad?

Advisor Insights Who Qualifies for Coronavirus-Related Distributions? There are plenty of gray areas in the CARES Act's language about CRDs, says contributor Natalie Choate.

The Long View Carl Richards: 'Let's Focus on Being a Little Less Wrong Tomorrow' 'The Sketch Guy' discusses the value of asking the right questions, how placing small bets is less daunting than setting goals, and finding 'enough.'

Sustainability Matters There's Ample Room for Sustainable Investing to Grow in the U.S. Sustainable fund investing is much more robust in Europe. How will the United States catch up?

The Short Answer How to Avoid Paying Extra Taxes on Your College Refund 529 withdrawal rules may cause you to pay extra if you're not careful.

Commentary Before You Sell Anything in Your 401(k), Read This We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.

Seeking Financial Information? Keep Your Rules in Mind Make decisions methodological, instead of attention- and emotion-driven.

Most Requested Stock Quotes Apple Wells Fargo Microsoft Berkshire Hathaway Walt Disney

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

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

More in Portfolios

About the Author

Carole Hodorowicz

Audience Engagement Editor
More from Author

Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

Sponsor Center