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Investing Specialists

Weekly Wrap: How Funds, Stocks, and Investors Continue to Fare Against the Coronavirus

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
5 of the Biggest Fund Downgrades of 2020
Two Vanguard funds get downgrades.

3 Buys in Berkshire Hathaway's Portfolio
These stocks are all undervalued according to our metrics.

Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in industrials and financial services; Berkshire Hathaway sells airlines stock.

OK, People: It's Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.

Will Stock and Bond Performance Converge?
Considering the possibility of a new investment paradigm.

5 Investing Mistakes to Avoid
Christine Benz discusses pitfalls investors encounter as they navigate volatility and recovery.

Portfolio Planning and Personal Finance With Christine Benz
Rethinking Retirement Income
We examine the implications of this market for retirees.

Mutual Funds and Exchange-Traded Funds
A Wild Ride Through Muniland
Usually a relatively stable part of the market, munis have seen an uptick in volatility in the past several months.

Dividend Growth for Yield
Why actively managed dividend-growth strategies may be income-oriented investors' best bet.

An Outstanding Option for Exposure to U.S. Dividend-Paying Stocks
A broadly diversified portfolio and a contrarian rebalancing approach should give the fund an edge.

A Top-Rated Target-Date Series With Tactical Acumen
Although a manager change looms large, JPMorgan SmartRetirement Blend has responsibly planned for succession.

3 Dividend ETFs That Play Good Defense
Here's a look at how these Morningstar Medalists are holding up in the face of a crisis.

Stocks
Don't Be Scared of Diamondback and Viper
Here are two undervalued ideas to ride out the challenging times in energy.

Consistent, Predictable Dividends in Multi-Industrials
Eaton Corporation is trading at a discount to our fair value estimate.

Discounts Remain in Multi-Industrials
We find several undervalued stocks and one compelling bargain.

Target Outperforms, but No Change to Our Long-Term View
We still believe the pandemic's long-term consequences will be limited for Target, as it should be held captive by an intensely competitive long-term pricing environment.

10 Downgraded Stocks
We've cut our economic moat ratings on these notable names.

Key Takeaways From Banks' First-Quarter Earnings
We're maintaining our call on the U.S. banks and will know a lot more by the second quarter.

Stock Analyst Updates
Berkshire a Net Seller of Equities So Far This Year
Few surprises in filing, but sale of Goldman Sachs stake stands out in the first quarter.

Early Moderna Data Supports Vaccine by 2021
We're not expecting any changes to our fair value estimates for vaccine manufacturers, however, as most of the firms in our coverage with vaccine candidates have already stated that selling prices would be at a not-for-profit level.

Safe Work Environment Costs Hinder Home Depot Profits
We are maintaining our fair value estimate and long-term outlook for the wide-moat essential business.

Mixed First-Quarter Results at Walmart, Shares Rich
Our long-term view of the wide-moat retailer remains in place, and we suggest investors await a more attractive entry point.

Liquidity Still Good for Kohl's After Huge Loss
We expect to reduce our fair value estimate but view shares as undervalued.

J&J Halts Talc Powder Sales in U.S. and Canada
Our valuation and moat rating aren't affected by this company's decision.

Raising Our Fair Value Estimate for Nvidia
Product launches and Mellanox acquisition bode well, but we view shares as overvalued.

Rekenthaler Report
From the Archives: Pale Yale--What the Yale Model Can't Teach Retail Investors
The situations of the Yale Endowment Fund and most individual investors are worlds apart.

Advisor Insights
More on the Troubling Framework of the Retirement Plan Industry
Contributor Scott Simon takes a deep dive into the ways plan sponsors may unwittingly expose plan participants to conflicts of interest.

The Long View
Rick Rieder: Nobody Has Ever Seen Anything Like This
The prominent manager of BlackRock Global Allocation Fund addresses the COVID-19 pandemic's macroeconomic impacts and their implications for asset allocation and investing.

The Short Answer
Should I Start Investing With Stocks or Mutual Funds?
You should probably start with a fund. Here's some advice on getting started.

Commentary
Where Risk Models Can Miss the Mark
Standard risk assumptions don’t fully account for the market’s extreme events.

Why You Should Still Care About Inflation
It hasn’t been much of an issue lately, but it’s still a long-term threat.

Morningstar's Money Guide for New Graduates
7 Pieces of Financial Advice for New Graduates
How you can help your loved ones get on the right track financially, even in a pandemic.

3 Ways to Find Money in Your Budget to Invest
Christine Benz suggests setting a savings target, adjusting that target as your salary increases, and automating your contributions.

An Investing Road Map for Early Career Accumulators
Tips on getting the most bang for your investment dollars when you're just starting out.

What Does It Take to Have a $1 Million 401(k)?
Saving a considerable amount for retirement might not be as hard as you think.

8 Great Starter Funds
These Gold and Silver medalists are good options for your first fund.

Most Requested Stock Quotes
Apple
Microsoft
Berkshire Hathaway
Facebook
Wells Fargo

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

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