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Weekly Wrap: What the Labor Department's Proposed Rule Means for ESG and How Shareholders Can Advocate for Systemic 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 How Did the Retirement Saver Portfolios Perform Amid Market Turbulence? Bonds buoyed the moderate and conservative portfolios, but all of these equity-heavy portfolios were in the red at midyear.

The S&P 500 Grows Ever More Concentrated Does this bode well for small-value stocks?

3 Areas Where Shareholder Resolutions Can Advocate for Systemic Change A look at how shareholders pursued racial justice in the 2020 proxy season, and what we expect in 2021.

Trump's Labor Department Really Doesn't Want You to Have ESG Options in Your 401(k) Plan Proposed rule is based on the premise that workers' retirement security could be compromised by investments that consider climate and other material ESG risks.

Introducing the Enhancements to Our 529 Plan Ratings How we've modified our methodology for rating 529 plans.

7 Superior Foreign Stocks to Buy These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index.

Portfolio Planning and Personal Finance With Christine Benz 7 Items Your Estate Plan May Have Left Out If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.

Income Seekers: Handle These Investments With Care Where should they look--and not look?

Should Retirees Adopt a Flexible Withdrawal Strategy? Retirees should consider being flexible with their spending plan.

Mutual Funds and Exchange-Traded Funds Why We Nominated These 3 Bond Fund Managers Learn what we look for in our annual awards.

7 Questions for Assessing ESG Expertise Asking these questions about sustainable strategies will get you a step ahead of most investors.

A Morningstar Medalist Offering Exposure to Emerging-Markets Bonds This fund offers broad diversification and boasts a sizable cost advantage over its peers.

Why We've Downgraded This Popular Fund Succession plans are on the horizon at T. Rowe Price Blue Chip Growth.

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

What a Biden Presidency Could Mean for Drug Pricing Reforms are likely to be moderate, and we don't expect significant changes in 2020.

Is the Housing Market Starting to Rebuild? We share the cautious optimism of America's homebuilders.

We Still Like These European Banks Morningstar analyst Johann Scholtz looks at the outlook for European banks and why it may take longer than expected for the real impact of COVID-19 to be felt.

When Will Banks Bring Back Dividends? U.K. banks are in better shape to weather a recession than in 2008, but don't expect them to start paying dividends again this year, warns Morningstar analyst Niklas Kammer.

Auto Demand Hits a Pothole The damage won't be fixed overnight, but we don't believe it's structural.

Stock Analyst Updates Long-Term Opportunity in Coca-Cola Despite Uncertainty No one expected a stellar second quarter, but the beverage giant can overcome short-term weakness.

Microsoft's Forward-Looking Metrics Positive; Raise FVE We remain impressed with Microsoft's ability to drive revenue and margins at this scale, and we believe there is more to come on both the revenue and margin fronts.

United Has Long Path to Recovery From COVID-19 Pandemic We maintain United's no-moat rating and fair value estimate despite second-quarter performance.

Intel's Impressive Q2 Overshadowed by 7-Nanometer Delay We are maintaining our $70 fair value estimate.

Rekenthaler Report Performance Fees Were the Least of This Fund's Sins Putnam Capital Spectrum was born to fail.

The Long View Jerome Clark: 'We Tend to Become Myopic in a Bear Market' The manager of T. Rowe Price's target-date series discusses the firm's more stock-heavy allocations, how target-date funds keep investors in their seats, and the puzzle of retirement decumulation.

Commentary Value vs. Growth: At Midyear 2020, Value Falls Further Behind Energy stocks helped hold back value.

How Asset Managers Are Driving ESG Investing Policymakers can take steps to help boost consumer confidence in these products.

The Pandemic, Social Security, and Medicare Contributor Mark Miller discusses what the COVID-19 crisis might mean for these important retirement programs.

Will PEPs Address the Retirement Plan Woes of Small Employers? As the debut of pooled employer plans draws near, the current MEP system provides a useful test case for what can go right--and wrong.

Most Requested Stock Quotes Apple Microsoft Tesla Amazon.com Pfizer

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

Most Requested ETF Quotes Invesco QQQ Trust SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard S&P 500 ETF ARK Innovation 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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