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Investing Specialists

Weekly Wrap: Must-Know Statistics, Ratings, and More

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
75 Must-Know Statistics About Race, Income, and Wealth
Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.

8 Stocks to Avoid
These stocks are all extremely overvalued by our standards--and carry a good deal of uncertainty, too.

5 of the Biggest Fund Upgrades of 2020
Improved processes take T. Rowe Price New Horizons and Polen Growth up a notch.

May Analyst Ratings Upgrades, Downgrades, and New Coverage
Highlights and lowlights from last month.

Morningstar Talks COVID-19 Economic Impact, Vaccines
Our experts share what they see happening now and around the corner.

Investing Has a Role to Play in Ending Systemic Racism
The way you invest matters.

Portfolio Planning and Personal Finance With Christine Benz
How State and Local Taxes Affect Your Retirement Plan
With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they're not already.

Mutual Funds and Exchange-Traded Funds
Oakmark Fund Plans for the Future
A new comanager has joined out-of-the-box thinkers Bill Nygren and Kevin Grant at this attractive fund.

Where to Find Low-Cost ESG Funds
Investing in sustainable funds doesn't have to cost more than traditional funds, thanks to a raft of newer funds with lower costs.

4 Lessons From Another Year of Falling Fund Fees
Asset-weighted fees dropped to 0.45% in 2019, according to Morningstar’s latest fund fee study.

The Best Small-Cap Funds
These small-company-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Gold.

Fidelity Low-Priced Stock Remains Legendary
Helmed by Joel Tillinghast, this massive fund--both in terms of asset size and portfolio holdings--continues to defy the odds.

Vanguard ESG International Stock ETF Makes Few Compromises
This low-cost ESG strategy balances its sustainability remit with broad diversification.

Stocks
3 Utility Names With Powerful Dividend Yields
Duke, Southern Company, and Edison look promising for income-seeking investors.

3 Things for U.S. Utilities Investors to Watch
Valuation, growth capital expenditure, and renewable energy are top of mind.

Why Your Portfolio Might Need More Stocks
With bond yields near zero, traditional 60/40 allocations won't work as well as they did in the past.

Undervalued Pfizer Remains Poised for Growth
Strong cash flows support drug development and a dividend that yields above 4%.

Why Hanes Should Be on Your Shopping List
Investors are overlooking the narrow-moat company's mix shift in its business and sustainable free cash flow

Stock Analyst Updates
What to Make of Astra Zeneca-Gilead Merger Reports
We are not making any changes to our fair value estimate or moat rating for either company after their unconfirmed merger discussion.

No-Moat Macy’s Bolsters Its Liquidity
Macy’s e-commerce jumped 80% in May, and its new curbside pickup service is attracting shoppers.

Store Optimization Could Be Key for Starbucks Recovery
Despite store closures, we remain comfortable with our fair value estimate and five-year outlook for the wide-moat company.

Federal Reserve Maintains Rates at Zero
Future rate hikes will inevitably depend to some degree on the timing and magnitude of an economic recovery.

Rekenthaler Report
The Uncertainty of Retirement Planning
Time can wreak havoc on even the best-laid plans.

From the Archives: Are Consultants Hampering Active Management?
Probably much less than the managers themselves believe.

Advisor Insights
2020: The Year for Roth Conversions?
Contributor Natalie Choate tackles three scenarios where a Roth conversion seems to make sense--but may not.

The Long View
Jon Stein: 'Free Trading Is Actually Going to Cost You'
The Betterment founder and CEO on evolving beyond robo-advice, client behavior during the recent market swoon, and deterring harmful trading activity.

Sustainability Matters
Sustainability Matters: A Take-Action Moment
Activate your money for sustainability and impact.

Commentary
Is the Stock Market Rebound Overdone?
There is no definitive answer, but here are three things to consider before you invest.

Bear Market, Economic Recession: Where Are We Now?
Answers to questions you might be asking about where the market stands.

Most Requested Stock Quotes
Apple
Boeing Co
Microsoft
Wells Fargo & Co
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 QQQ Trust
SPDR S&P 500 ETF
Vanguard S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation ETF

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