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Weekly Wrap: How the Finance Industry Can Commit to Change

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 15 Companies Committed to Change These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.

What Can You Do to Support Under-Represented People in Finance? The network gap makes it harder for people without connections to break into the finance industry. Here's how we can start to bridge this gap.

How to Improve Retirement Plans for Teachers and Other Public Servants One simple fix to bring down investment costs.

A Compelling Approach to ESG Investing This ETF focuses on financially material ESG risks and opportunities.

10 Cheap Innovative Stocks These names from the Morningstar Exponential Technologies Index are trading at 4- and 5-star levels.

Small Value Stocks: Peril and Opportunity Their fates lie at the heart of today's economic debate.

Portfolio Planning and Personal Finance With Christine Benz Is It Time to Rebalance? Hands-off investors are apt to find that it's time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.

Should You Increase Your Stock Exposure? How to approach your allocations when the stock market is a ping-pong ball.

5 Ways Rebalancing Can Benefit Your Retirement Plan The virtues of rebalancing are greater when you're retired than when you are accumulating.

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.

Mutual Funds and Exchange-Traded Funds Morningstar Awards for Investing Excellence--Outstanding Portfolio Manager Nominees Morningstar recognizes five of the industry's best portfolio managers.

Are Small-Cap Indexers Hurting the Performance of Active Funds? An investigation into a common complaint of active managers.

How to Profit From Two Inefficiencies in the High-Yield Bond Market Higher-quality high-yield bonds are likely better bets for long-term investors than ETFs that track the broad high-yield market.

Stocks Cushman & Wakefield Is Poised to Grow We expect near-term turbulence but healthy growth in the long term.

Top 10 Holdings of Our Ultimate Stock-Pickers' Index Large-cap strategies disappoint on the back of stock market volatility at the end of 2019.

Positive Data Boosts Outlook for Lilly The wide-moat drugmaker's growth prospects are improving.

2 REITs with Robust and Stable Dividends Dependable revenue should allow Healthpeak and Regency Centers to continue paying dividends at current levels.

These Companies Can Box Their Way Out of a Corner COVID-19 has taken a toll on containerboard producers, but we see opportunity.

Stock Analyst Updates What a Proposed Infrastructure Bill Could Mean for Stocks We are maintaining our fair value estimates for these stocks in the basic-materials sector.

Impact of a Possible Infrastructure Bill on Steelmakers We are maintaining a bearish outlook for steel prices.

Rekenthaler Report Private Equity in 401(k) Plans: More Smoke Than Fire The reality is tamer than the headlines suggest.

Advisor Insights Setting Fees That Serve Both Clients and the Advisor's Business During Market Turmoil How best to bill advisory clients has been, and continues to be, a controversial topic--for good reason.

What Investor Biases Are Open Investors Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.

The Long View Jonathan Guyton: What the Crisis Means for Retirement Planning A noted retirement researcher and financial planner discusses the benefits of Treasuries in retirement, putting guardrails around withdrawals, and why discretionary funds work.

The Short Answer What to Do If Your Employer Cuts Its 401(k) Match A match is a great employer benefit and a powerful wealth-building tool, but there are many reasons to keep contributing to your 401(k) even if this key benefit is suspended.

Big Picture What's Behind the Rise of Direct-Sold 529 Plans? Morningstar research shows that fee-based advisors are increasingly favoring cheaper direct-sold 529 plans.

Commentary Investors Need to Act on Institutionalized Discrimination While shareholder resolutions are a key way for investors to hold companies accountable for action on issues of social justice, they rarely drive firms to change.

Sustainable Funds Weather Downturns Better Than Peers ESG strategies lose less money than non-ESG funds during market declines.

Fund Flows Settle Down in May, but Some Groups Still Set Records Taxable-bond funds see inflows, while U.S. and international-equity funds bleed assets.

Most Requested Stock Quotes Apple Microsoft Amazon.com AT&T Pfizer

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 Trust SPDR S&P 500 ETF Vanguard S&P 500 ETF Vanguard Total Stock Market ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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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.

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