Morningstar, Inc. - October 31, 2025
Don’t Fall for This Common Dividend Mistake When Investing for Retirement
Plus: These 10 Funds Hold the Most Nvidia Stock, Tesla Investors...
 Morning DigestOctober 31, 2025 David Harrell Increasing yield is appealing, but too much of a good thing can hamper your total returns. 
ADVERTISEMENT  Editor's Picks  As Big Tech pours trillions into AI infrastructure, history warns of overinvestment, shrinking returns, and rising risks. Larry Swedroe  Investors have a valuable escape hatch if their employer-provided HSA comes up short. Christine Benz  Set yourself up for success as the year winds down. Christine Benz, Margaret Giles Investing Insights Fidelity funds have gone in big on the chipmaker. Gabe Alpert The Nov. 6 shareholder meeting includes a vote on a potential trillion-dollar payout for Musk. Lindsey Stewart After an encouraging third-quarter report, here’s what we think of Netflix stock. Matthew Dolgin BDCs have sold off significantly—what does that mean for their semiliquid counterparts? Jack Shannon Despite its 34% return this year, this stock to buy remains undervalued—for now. Dan Su The medical supply maker—backed by Blackstone, Carlyle, and Hellman & Friedman—is ready to go public as the IPO market heats up. Madeline Shi These 12 undervalued consumer cyclical stocks look attractive today. Tori Brovet Recent Earnings New Stock Analyst Reports VF (VFC) posted 2% overall sales growth in its fiscal 2026 second quarter as 6% growth in outdoor sales offset a 9% decline for Vans. Gross margin of 52.2% was unchanged, and adjusted operating margin rose 40 basis points to 11.8% on cost-cutting efforts. Sales growth surpassed our forecast of a 1% decline as The North Face and Timberland posted mid-single-digit sales growth. Although economic conditions are uncertain, we think these brands are healthy going into the key winter season. New Fund Analyst Reports Vanguard GNMA’s (VFIIX) repeatable and effective approach stands out, and increased conviction in the team’s abilities and decision-making, as well as improvements in quantitative capabilities, warrant a People rating upgrade to Above Average from Average.https://www.morningstar.com/funds/xnas/vfiix/quote The Tools You Need to Invest Like an Analyst Stay connected:
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