Weekly Wrap: August Fund Rating Highlights and Investing Around the Election

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 What Can Retirees Expect From Bonds? With yields so low, do you stay or do you go? Sustainable Investing and the Election Part I of our series on the election and ordinary investors. 9 Stocks to Avoid in a Struggling Economy Walk away from these richly trading no-moat names with negative moat trends. 2 ETF Upgrades Highlight Ratings Activity in August Morningstar analysts rated 527 share classes and vehicles and 117 unique strategies during the month. What I've Learned From Talking With White Advisors About Race Resist Urge to Shift Your Portfolio Around the Election The bumps and bruises of election time may tempt you to shift your portfolio strategy.

Portfolio Planning and Personal Finance With Christine Benz Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks. Mutual Funds and Exchange-Traded Funds An ETF for the Rise of the Machines This is a concentrated portfolio, but it offers clean exposure to firms positioned to profit from the growth of robotics and artificial intelligence. Where The Medalists Are In some categories, index funds earn higher Morningstar Analyst Ratings than in others. Russ Kinnel explains why. How One BlackRock Portfolio Tweak Unleashed a Flood of ESG Demand This year's top asset-gathering sustainable ETF plays a supporting role in the firm's models. 3 ETFs for a Strong Economic Recovery From the Pandemic These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.

Stocks 3 Undervalued Western Utilities Record-breaking fires are causing the market to overestimate the companies' financial risks. Getting Better Results Abroad A more disciplined investment approach can help investors avoid bad outcomes. 2 Stocks Top Managers Are Buying Several of our Ultimate Stock-Pickers put new money toward these names last quarter. Our Ultimate Stock Pickers' Top 10 Dividend-Yielding Stocks A majority of the top 10 dividend-yielding names are undervalued.

Stock Analyst Updates Nvidia to Buy ARM in $40 Billion Deal ARM was a wide-moat-rated firm, and we believe it is likely this cash/stock deal would enhance Nvidia's narrow moat even further. Oracle Wins Bid to Duet with TikTok's U.S. Operations We are maintaining our fair value estimate for the company until we get further details. Carnival Offers Q3 Update; Shares Modestly Undervalued No-moat Carnival printed preliminary third-quarter results that included a $1.7 billion adjusted net loss. Adobe Delivers Picture-Perfect Quarter; FVE up to $400 Wide-moat Adobe reported strong third-quarter results, and provided quarterly guidance that was generally in line with Street expectations. Given results, we are raising our fair value estimate to $400 per share, from $350. Apple Launches New Watch and iPad at Annual Event We recommend prospective investors wait for a wider margin of safety before investing in Apple. Federal Open Market Committee Maintains Rates at Zero This leaves the FOMC plenty of room to maintain rates at zero for some time, and the committee will not be likely to preemptively raise rates to combat inflation.

Rekenthaler Report The Fund-Flows Indicator Is Behaving Strangely Security prices aren't moving in the same direction as fund flows. Does Crowdfunding Make Investment Sense? It might, if there weren't such a large information gap. The Long View Podcast Karen Andersen: The Race for a COVID-19 Vaccine The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies. Morningstar Investment Conference Morningstar Investment Conference: Keynote With Kunal Kapoor Welcome to our digital 2020 event. Behavioral Science to Help Investors During Strange Times Steve Wendel talks about how investors are thinking about the next downturn and saving for their own retirement. See Innovation From Our Behavior Team at MIC Advisors are offered tips are how to handle clients, especially during volatility. The Future of Advice: Cathy Curtis and Christine Benz Financial advisor Cathy Curtis discusses some of the planning needs that are unique to women and how she approaches them in her practice.

Commentary How Stories Drive Financial Behavior--and What to Do About It Reaching financial prosperity can start by becoming the hero of your own financial narrative. U.S. Fund Flows Batter Equity Funds in August As stocks rise, investors shift from U.S. equity to taxable-bond funds. New ETFs Give Fixed-Income Investors Cheaper Options We examine the 18 new entrants. SEC Proxy Voting Rule Changes Could Weaken Minority Shareholder Influence The proxy process sounded an alarm on working conditions in the meatpacking industry.

Most Requested Stock Quotes Apple Tesla Amazon.com Microsoft AT&T

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

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