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

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 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

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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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is a former audience engagement editor for Focusing on the individual investor audience, she managed content, created explainer videos, and wrote 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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