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Investing Specialists

Weekly Wrap: Funds for Dividend-Seekers and Steps for Rebalancing in Retirement Plans

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 Funds and ETFs with Tantalizing Dividend Yields
It has been a tough year for dividend-seekers, but these funds balance high payouts with volatility control.

Utility Dividend Leaders and Laggards
In a post-pandemic world, most utilities' dividends offer investors an attractive income alternative.

Do 401(k) Plans Still Make Sense?
Yes, but perhaps the system requires additional support.

How to Create Cash Flows in Retirement
Six key steps for incorporating rebalancing into your retirement plan.

The Model Portfolio Landscape in 5 Charts
What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

What Prior Market Crashes Can Teach Us About Navigating the Current One
The regularity of market crashes is a reminder that patience is key to investing in equity markets.

Portfolio Planning and Personal Finance With Christine Benz
3 Excellent Dividend Growth Funds and ETFs
Dividend-growth strategies tend to hold up well on the downside--an important attraction in 2020's volatile market.

RMDs Are On Hold for 2020. Now What?
How to decide whether you still want to take them.

Is the 60/40 Portfolio Dead?
Reports of the strategy's demise are greatly exaggerated.

Mutual Funds and Exchange-Traded Funds
How Risky Is Risky in World-Bond Funds?
Our FIEA tool allows you to dissect funds in multiple ways, offering an eye-opening look under the hood.

Keeping Up With Momentum Investing
We explain what it is and share one of our favorites.

Putting the Olympics on Hold Isn't Keeping ETF Investors From Going for Gold
Gold ETFs stood atop the podium in July.

3 Equity Funds to Watch: The Latest Additions to Morningstar's Prospects List
Get to know some equity funds and fund managers that have impressed our analysts this year.

Value Investing Revisited
The methods may need fine-tuning, but fundamentals still drive returns.

4 Good Funds With Big Outflows
Investors are throwing these funds overboard. Should they?

Stocks
4 Stocks With Healthy Dividend Growth Potential
These utilities feature low payout ratios, solid investment opportunities, and constructive regulatory environments--though they're not cheap.

Innovation Supports Growth at Big Pharma/Big Biotech Companies
Moats and returns on invested capital look stable for companies with a solid list of pipeline drugs.

4 Stocks With Sluggish Dividend Growth Potential
These utilities will struggle to increase their dividends.

Investing in Travel in Uncertain Times
Demand has been hindered but not permanently impaired by COVID-19.

Stock Analyst Updates
Disney Posts Mixed Q3 Due to Coronavirus; Mulan to PVOD
Despite a COVID-19-related revenue drop, the long-term outlook is positive as Disney continues to expand its direct relationships with consumers around the world. We maintain our wide moat and our $127 fair value estimate.

Favorable Tax Developments Boost CVS Outlook
We continue to view shares as undervalued for the narrow-moat company.

Uber's Delivery Demand Stays Strong, Mobility Suffers
We are maintaining our fair value estimate for the narrow-moat company and view shares as attractive.

Rekenthaler Report
Value Investing: When History May Not Be Enough
Might this time be different?

The Long View
Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'
The influential author and researcher shares his views on retirement income, asset allocation, equity valuations, whether indexing has gotten too big, and more.

Sustainability Matters
ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.

Commentary
Insights From Michelle Singletary: Diversity in Financial Services
"When you have a society where the wealth gap is so huge, we have a situation like we have now where when those folks fall, it brings all of us down, and we don't want that. There is enough for everybody," writes The Washington Post columnist.

Sequence of Returns: What It Means and How to Deal
The order of when things happen can be your friend or foe.

Baby Steps for Reducing Risk
Investors can take smaller steps to reduce a portfolio's risk profile without making a sweeping overhaul.

Most Requested Stock Quotes
Apple
Microsoft
Intel
Amazon.com
Exxon Mobil

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

Most Requested ETF Quotes
Invesco QQQ Trust
ARK Innovation ETF
SPDR S&P 500 ETF
Vanguard High Dividend Yield ETF
Vanguard Dividend Appreciation ETF

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