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Investing Specialists

Weekly Wrap: Promising Stocks and Index Funds

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
4 Strong Funds Reopening for Business
Russ Kinnel explores four highly rated funds that have reopened for investors.

Indexing During the 2010s
Index funds delivered as promised.

The Pandemic's Impact on Social Security and Medicare
Contributor Mark Miller examines the health of these critical programs in the face of the COVID-19 crisis.

SEC's Plan to Loosen Crowdfunding Restrictions Is a Bad Idea
Investors should beware of the risks.

10 Promising Stocks
These names are among the cheapest in our coverage universe--and they’re growing their competitive advantages.

Key Questions About 529 Plans During the Pandemic
Madeline Hume discusses how investors should react amid market volatility.

Portfolio Planning and Personal Finance With Christine Benz
How Dividend-Paying Stocks Fit Into Retiree Portfolios
Christine Benz suggests retirees should take a balanced approach to these strategies.

Mutual Funds and Exchange-Traded Funds
Core Bond Funds Leading the Way in 2020
While many fixed-income funds wobbled in this year's sell-off, these three Morningstar Medalists performed as expected.

The Rise and Fall of Bank-Loan Funds
A Morningstar Category grapples with its future.

Why College Savers Should Stay the Course Through the Coronavirus
An uncertain future should not deter college savers from capturing 529 tax benefits today.

The Trouble With Indexing High-Yield Bonds
Neutral-rated Xtrackers USD High Yield Corporate Bond ETF illustrates the challenges of indexing the junk-bond market.

Rating the Top 529 College Savings Plans
These best-in-class plans offer a combination of attractive features.

What 'Fallen Angels' Have to Offer
When these bonds take a tumble from the ranks of investment grade credits, they present opportunities for investors. 

Stocks
Schwab-TD Ameritrade Merger Can Create Value in Face of Low Rates
The combination will cement Schwab's position as one of the key players in the financial sector.

Why Home Depot Should Be on Your Watchlist
Its massive scale creates a low-cost advantage that is the basis of its wide moat.

Are Value Stocks Due for a Comeback?
Value investing has massively underperformed growth over the past decade. Christine Benz talks with Alex Bryan about the fundamental case for value.

Are Independent Refiners Still Buys?
Shares have rallied, but valuations are still compelling as the near term remains uncertain.

Rekenthaler Report
Should You Let Your Stocks Ride?
The pros and cons of rebalancing.

Advisor Insights
How to Advise Neurotic Investors
Contributor Michael Pompian offers ideas for working with this personality.

The Long View
Charley Ellis: Why Active Investing Is Still a Loser's Game
The prolific author and investment consultant weighs in whether indexing has gotten too large, Vanguard's foray into private equity, and the spots where active management might still work.

The Short Answer
What to Do With Your 529 During a Volatile Market
Self-directed investors should keep their risk tolerance in mind when choosing a 529 plan.

Commentary
How to Handle Emotional Money Discussions
Our team has created a digital tool that brings financial therapy to the general public.

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

Is the Market Overvalued Today?
Our data suggests that valuations have tightened and that stocks are less attractive today than they were two months ago.

Check Your Biases When Making Money Decisions
Using tested techniques can help you skip the mental short cuts and remind yourself of what you're working toward during the coronavirus pandemic.

Most Requested Stock Quotes
Apple
Microsoft
Facebook
Alibaba Group Holding Ltd ADR
Amazon.com

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