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Investing Specialists

Weekly Wrap: Second-Quarter Takeaways and Vaccine Breakthroughs

We recap the week on 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
Morningstar's Take on the Second Quarter
Our analysis of the second quarter in stocks and funds.

Jack Bogle Was Wrong About ETFs
Exchange-traded funds have served his cause.

All Eyes on BioNTech's COVID-19 Vaccine
But the entire pipeline merits attention.

12 Compelling Stocks
These high-quality names were recently added to the Morningstar Wide Moat Focus Index.

How Badly Did Funds Get Hit in the Past 3 Bear Markets?
All the gory details on losses at some of the biggest funds.

Confessions of a Former 'FIRE' Skeptic
How I learned to stop worrying and believe that these people are actually onto something.

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.

Mutual Funds and Exchange-Traded Funds

Dodge & Cox Stock Remains Best in Class
This gutsy fund retains its Gold rating.

3 Funds for the Dividend Investor
Alex Bryan reveals some funds for dividend investing during volatility.

U.S. Equity Funds Rebound in the Second Quarter
U.S. stocks have pulled off an astounding recovery.

How Did the First Half Pan Out for Passive Funds?
Here's a recap of performance, flows, and fund launches during the tumultuous first six months of 2020.

Outflows Continue to Stream From Actively Managed Funds
Russ Kinnel explores the trend of increased outflows from actively managed funds.

The Most Over- and Undersold Benefits of ETFs
ETFs have huge benefits for investors, they just might not be the ones you think.

Why We Nominated These 3 Equity Managers
Learn what we look for in our annual awards.

How Short-Term Bond Funds Went Wrong (Again)
Echoes of the financial crisis reverberated across short-term and ultrashort bond funds in March 2020.

Same Old Story: Growth Beats Value
Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds.


After a Sharp 2Q Rebound, Fewer Bargains in Stocks
A third of our North American coverage is undervalued compared with two thirds last quarter.

Healthcare Sector Less Appealing After Market Rebound
Changes to U.S. healthcare policy no longer a major fear.

Few Buy Ideas in the Tech Sector Today
Pandemic could speed up the transition to cloud computing and remote working.

Stock Analyst Updates

Advertising Walkout on Facebook Gains Momentum
Our fair value estimate has not changed for the social media company.

Gilead Prices Remdesivir Above Our Expectations
We are raising our fair value estimate for the wide-moat firm after their pricing announcement.

Recovery Looks Slow for Macy's After First Quarter Loss
We view shares as undervalued for the no-moat company after a massive loss in the first quarter from the COVID-19 pandemic.

BioNTech and Pfizer Report Good News From Vaccine Trial
A long road lies ahead as the trial continues, but we are maintaining our fair value estimates for the two healthcare firms.

Advisor Insights

Striking the Balance: Using Rebalancing to Generate Cash Flow While Preserving Principal
How to find a proper balance in retirement.

The Long View

Michelle Singletary: 'You Need Diversity'
The author and Washington Post columnist discusses the personal-finance effects of the pandemic, the racial wealth gap, and how the financial-services industry can better serve a diverse population.


Morningstar's Guide to Setting Your Withdrawal Rate
Here's how to tap into your nest egg when the time comes.

Most Requested Stock Quotes
Facebook Inc
Wells Fargo & Co
Microsoft Corp
Pfizer Inc

Most Requested Fund Quotes
Vanguard Dividend Growth
Dodge & Cox Stock
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Fidelity 500 Index

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