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Editor's Picks

Weekly Wrap: The Top Stock and Municipal-Bond Fund Picks, October U.S. Fund Flows, and More


Editor’s observe: Read the latest on how the coronavirus is rattling the markets and what traders can do to navigate it.

Editor’s Picks
What History Can Teach Us About the Post-COVID Economy
How habits, concern, and sunk prices can reshape financial conduct.

The Best Municipal-Bond Funds
Listed below are the highest-rated mutual funds and ETFs throughout a collection of Morningstar’s municipal-bond fund classes.

Our Ultimate Stock-Pickers’ Top 10 High-Conviction Purchases
A number of funds see worth in primary supplies and industrials.

Familiar Themes Dominate October U.S. Fund Flows
Taxable-bond funds are nonetheless getting inflows; U.S. fairness funds aren’t.

Tesla Finally Joins the S&P 500
Thereby making the index much more concentrated, high-growth, and risky.

New Ratings Reveal Who’s Serious About Sustainability
ESG Dedication Ranges assist traders discover the best methods and asset managers.

Portfolio Planning and Personal Finance With Christine Benz
Retirees’ Year-End Tax-Planning Guide: 2020 Edition
Methods to think about for decreasing your tax invoice and bettering your portfolio’s positioning.

What Role Do Bonds Play in an Era of Ultralow Yields?
Buyers are proper to be questioning bonds’ position of their portfolios, however they nonetheless serve a helpful goal for a lot of.

What the Pandemic Means for Healthcare Spending and Saving
Methods to strategy open enrollment season with this in thoughts.

3 Ways to Deal with Fund Capital Gains Distributions
Do you have to maintain, promote, or cut up the distinction?

Mutual Funds and Exchange-Traded Funds
The Best Taxable-Bond Funds
Listed below are the highest-rated mutual funds and ETFs throughout a collection of Morningstar’s taxable fixed-income classes.

Morningstar’s Guide to Fixed-Income Investing
Suggestions, methods, and picks for higher bond investing.

Making Sense of Convertible Bonds and Where to Find Them
This area of interest nook of the bond market could also be price a glance.

These Funds’ Yields Aren’t Worth the Risks
Morningstar’s Alex Bryan spotlights two funds the place the dangers outweigh the rewards.

New Ratings Reveal Who’s Serious About Sustainability
ESG Dedication Ranges assist traders discover the best methods and asset managers.

Lagging Funds Get a Bounce
Some funds’ fortunes shift as worth revives and momentum fades.

We’ve Seen a Post-Election Small-Value Rally Before
However this one might actually finish in another way.

7 Questions to Ask Before Buying Any Multifactor Fund
A more in-depth take a look at the rising menu of multifactor methods and a instrument equipment to type via it.

These Fund Managers Are True Believers
Some managers went the additional distance and dedicated greater than $1 million to their area of interest funds.

Top Core International Funds for Rebalancers
The place to look when your portfolio wants a shift.

Stocks
Are Generics Back in Vogue?
Stabilizing pricing and improved efficiencies ought to result in regular beneficial properties and wanted debt repayments for the generic drugmakers.

Is Your Portfolio Too Heavy on Technology Stocks?
There are good causes behind the sector’s rising dominance, nevertheless it warrants some warning.

2 Undervalued Stocks We Like
Our analysts are enthusiastic about these names.

Rocky Road for Roku?
Regardless of great subscriber development, there might not be sufficient leverage within the present enterprise mannequin.

Should You Beef Up Your Exposure to Meat Processors?
Their shares have gotten hammered this 12 months. Are they alternatives or worth traps?

Stock Analyst Updates
Airbnb’s IPO Filing Highlights a Network Advantage
Airbnb’s liquidity profile seems to be sturdy sufficient that solvency is a really low threat.

Berkshire’s Net Purchase of Equities in Q3; Apple Tops
In contrast to most intervals, there have been a number of surprises in wide-moat Berkshire Hathaway’s third-quarter 13-F submitting, with the agency really taking positions in 4 totally different healthcare firms–AbbVie, Merck, Bristol-Myers Squibb, and Pfizer.

Amazon Pharmacy Causes Headline Risk for Walgreens
We’re sustaining Walgreens’ slender moat score and $42 truthful worth estimate.

Stay-at-Home Spending Continues to Benefit Home Depot
We anticipate to modestly improve its $200 truthful worth estimate.

Walmart’s Sales Still Strong Amid Pandemic
Its refocused worldwide portfolio is a long-term profit to the wide-moat firm.

Airbnb’s IPO Filing Highlights a Network Advantage
Airbnb’s liquidity profile seems to be sturdy sufficient that solvency is a really low threat.

Pfizer/BioNTech Report 95% Efficacy Rate for Vaccine
After reporting sturdy last knowledge, we anticipate emergency authorization of Pfizer and BioNTech’s vaccine by early December.

Boeing’s 737 MAX Can Return to Service in the U.S.
This can be a vital step in our bullish thesis on Boeing, nevertheless it’s solely the primary in a collection of steps within the firm’s turnaround.

Macy’s Still Faces Uncertainty in Holiday Season
Though the no-moat retailer carried out higher than anticipated within the third quarter, vacation considerations stay.

Rekenthaler Report
Can Bond Funds Repel the Indexers?
If that’s the case, the trade’s leaders should carry out higher.

Advisor Insights 
Advisors, These Hiring Biases Are Damaging Your Firm’s Future
Put together for 2030’s demographics.

The Long View Podcast
Larry Swedroe: ‘The Pool of Victims’ Is Expanding
The creator and monetary professional discusses issue investing, mounted revenue and retirement planning, in addition to traits in ESG investing.

Sustainability Matters
Sustainability Matters: Biden Administration Will Improve Regulatory Climate for Sustainable Investing
Local weather threat disclosure and rollbacks of latest guidelines unfavorable to ESG investing are seemingly.

What Is the Morningstar ESG Commitment Level?
Our new score highlights the diploma to which a fund or asset supervisor considers environmental, social, and governance points.

Commentary
Gender Diversity on Corporate Boards Is Good for Investors
We screened our protection universe for standout corporations with various boards of administrators.

Most Requested Inventory Quotes
Apple
Pfizer
Alibaba Group
Intel
Tesla

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

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



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