Best-Performing Dividend Stocks

Q1’s best stock ETFs, top sector stock picks, and the value stock rally you probably missed. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=53142&elqTrackId=dd05a4c5a49742a89eaf2006664800b3&elq=1ac0e2c83c404bacbe5f831c5a4c25eb&elqaid=53142&elqat=1&elqCampaignId=26912) [Smart Investor] Smart Investor [Tom Lauricella, chief markets editor]( Connect with Tom on [LinkedIn]( [Tom Lauricella] In this week's newsletter: - [10 Top-Performing Dividend Stocks]( - [These Stocks Led a Stealth Q1 Value Rally]( - [13 Charts On the Q1 Stock Rally]( - [How the Largest US Stock Funds Did Last Quarter]( - [Best- and Worst-Performing Stock ETFs in Q1]( - [The Best-Performing Stocks of Q1]( - [Q1 In Review and Market Outlook for Q2]( Everything you thought you knew about the markets in the first quarter was wrong. Okay, maybe that’s an exaggeration. But as we pulled together our coverage this past week, the narrative turned out to be much more nuanced than the story told throughout the quarter. Yes, we continued to see big gains from Nvidia, Meta, and other mega-sized growth stocks. But as we highlight in our recap of the best- and worst-performing ETFs, the top [ETF in the first quarter was Invesco S&P Mid-Cap Quality ETF](. After that piece, look at [our list of the best-performing stocks in the first quarter](. Yes, Nvidia is there. But so are three retail stocks and a utility. Dig a little deeper and the winners also include a cereal company, a clothing manufacturer, and a chicken restaurant chain. What gives? As [Bella Albrecht reports]( while many investors were busy focusing on the big gains in artificial intelligence stocks, there was a stealth rally in value stocks. She examines which sectors and stocks led the move higher. (Perhaps coincidently, one of the companies is led by the world’s most famous value stock investor.) Still, as Sarah Hansen highlights in our overview, tech stocks did lead the market higher. [Check out our chart-driven first-quarter wrap-up here]( for a look at the key trends in stocks, bonds, and even crypto. Among our highlights of the quarter are our check into the [best-performing dividend stocks]( led by Advanced Auto Parts, and looks at how the most [widely held stock]( funds and [bond funds]( performed. If you own Fidelity Contrafund or the QQQ, you’ll want to take a peek. Also, we’re out with our read on the quarter’s [worst-performing stocks](. With the start of the new quarter, we also look forward. Morningstar’s stock analysts have their top picks across the various sectors, including [technology]( [utilities]( and [healthcare](. For one-stop shopping, check out our [first-quarter review and outlook homepage]( for our complete coverage. As always, check out our [Markets page]( for our latest coverage and live stock market updates, along with our [weekly calendar]( of key upcoming data and events. Did a friend forward this email? [Sign up here](. [10 Top-Performing Dividend Stocks for the Quarter]( [10 Top-Performing Dividend Stocks for the Quarter]( Advance Auto Parts and NRG Energy are among Q1 2024′s high-yielding winners. Bella Albrecht, Lauren Solberg [See Top Stocks]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] Markets and the Economy [These Stocks Led a Stealth Q1 Value Rally]( [These Stocks Led a Stealth Q1 Value Rally]( The financial services and energy sectors led the return of value stocks in Q1 2024. Bella Albrecht [Q1 2024 In Review and Q2 Market Outlook]( [Q1 2024 In Review and Q2 Market Outlook]( Our analysts put the first-quarter performance trends for stock sectors, bonds, and funds into perspective—and look ahead with a fresh market outlook for the second quarter. [How the Largest US Stock Funds Did Last Quarter]( [How the Largest US Stock Funds Did Last Quarter]( During Q1 2024, Fidelity Contrafund led on performance while the QQQ lagged. Kumudini Devalla [Best- and Worst-Performing Stock ETFs for Q1]( [Best- and Worst-Performing Stock ETFs for Q1]( We unveil the winners and cautionary tales from Q1. Bella Albrecht, Lauren Solberg [Best-Performing Stocks for the Quarter]( [Best-Performing Stocks for the Quarter]( Q1′s winning stocks are a surprising list of more than just Nvidia and AI names. Tom Lauricella [The Worst-Performing Stocks of Q1]( [The Worst-Performing Stocks of Q1]( Stocks for Sabre, SunPower, and Arcadium were among the quarter’s biggest losers. Diana Anghel [Best- and Worst-Performing Stocks for the Month]( [Best- and Worst-Performing Stocks for the Month]( Williams-Sonoma and Southern Copper rank among the best stocks for March, while the worst include Zscaler and MongoDB. Bella Albrecht [What’s Happening In the Markets This Week]( [What’s Happening In the Markets This Week]( CPI, PPI, and earnings from JPMorgan and Wells Fargo ahead. Bella Albrecht [Despite Strong Jobs Report, Fed Still Seen on Track to Cut Rates]( [Despite Strong Jobs Report, Fed Still Seen on Track to Cut Rates]( Inflation data will be key to when the Fed will lower rates. Tom Lauricella [A One-Stop Shop for All US Stocks]( [A One-Stop Shop for All US Stocks]( This fund offers the most passive option for US investors. Mo'ath Almahasneh [These Growth Funds Continued to Shine in Q1 2024]( [These Growth Funds Continued to Shine in Q1 2024]( Funds with more exposure to AI stocks tended to fare better than peers. David Carey [Will Small-Cap Stocks Ever Catch Up?]( [Will Small-Cap Stocks Ever Catch Up?]( The smallest companies in the stock market are lagging, but that doesn’t mean they’re not worth owning. Sarah Hansen [3 Great Value Funds for 2024]( [3 Great Value Funds for 2024]( Find the right fund to suit your portfolio. Russel Kinnel [Bond Funds Post Mixed Results in 2024’s First Quarter]( [Bond Funds Post Mixed Results in 2024’s First Quarter]( Rising yields crush Treasuries but elevate bank loans. Thomas Murphy [How Large Will Losses Be in Commercial Real Estate?]( [How Large Will Losses Be in Commercial Real Estate?]( Here’s what it could mean for the banking sector. Eric Compton, Suryansh Sharma [3 Stocks to Sell for 2Q 2024]( [3 Stocks to Sell for 2Q 2024]( These stocks look significantly overpriced, according to Morningstar’s metrics. Susan Dziubinski [Top 15 Wealth-Creating Stocks of the Past Decade]( [Top 15 Wealth-Creating Stocks of the Past Decade]( These stocks have excelled at creating shareholder value in dollar terms. Amy Arnott [5 Undervalued Stocks to Buy During Q2 2024]( [5 Undervalued Stocks to Buy During Q2 2024]( Plus our stock and bond market outlooks for the second quarter. David Sekera, Susan Dziubinski [Arm Stock Has Soared, but It’s No Nvidia]( [Arm Stock Has Soared, but It’s No Nvidia]( With a big jump in Arm’s stock price, how much of its AI story is reality vs hype? Javier Correonero [Arm Stock Has Soared, but It’s No Nvidia]( [Arm Stock Has Soared, but It’s No Nvidia]( With a big jump in Arm’s stock price, how much of its AI story is reality vs hype? Javier Correonero Chart of the Week [13 Charts On the Q1 Stock Rally That Just Wouldn’t Quit]( [13 Charts On the Q1 Stock Rally That Just Wouldn’t Quit]( Stocks soared even as rate cuts drifted further away. Sarah Hansen [Read More]( Share: [facebook]( [twitter]( [linkedin]( Q1 2024 Stock Performance and Sector Outlooks [Energy: OPEC’s Failure to Defend Oil Prices Has Created a Supply Glut, Hurting Performance]( Our top picks in the energy sector are Schlumberger, TC Energy, and APA. Stephen Ellis [Real Estate: Underperformance Continues Due to Rising Interest Rates In Q1]( Our top picks for this sector are Realty Income, Ventas, and Federal Realty. Kevin Brown [Financial Services: Balance Sheet Changes Can Be As Important as Interest Rates]( Our top picks in this sector are PayPal, MarketAxess, and US Bancorp. Michael Wong [Technology Stocks: Strength Continues in Q1, Resulting In Few Obvious Buying Opportunities]( Our top picks in the tech sector are Adobe, Cognizant Technology Solutions, and STMicroelectronics. Dan Romanoff [Communication Services: Advertising Continues to Rule]( Our top picks in the communications services sector are Warner Bros. Discovery, Crown Castle, and Comcast. Michael Hodel [Utilities: When Will the Market Give the Sector Some Respect?]( Our top utility picks are NiSource, Duke Energy, and Entergy. Travis Miller, Andrew Bischof [Healthcare: Valuations Look Attractive Across Almost All Industries]( Our top picks in the sector are Illumina, Moderna, and Zimmer Biomet. Damien Conover [Consumer Cyclicals: Opportunities Linger as Investors Fixate on Weak Consumer Health]( Our top picks in this sector are Under Armour, Hanesbrands, and VF. Erin Lash [Basic Materials: As Sector Underperforms, We See Strong Opportunities]( Top picks in this sector are Albemarle, FMC, and Dow. Seth Goldstein [Industrials: Sector Continues to Benefit from Resilient US Economy, but Is Now Overvalued]( The top picks in this sector are Sealed Air, Stericycle, and Wesco. Brian Bernard [Consumer Defensive: Brand Investments Remain Key to Weathering Competitive Pressures]( Our top picks in the sector are WK Kellogg, Kraft Heinz, and Tyson Foods. Erin Lash Get Top Stock Picks and Market Insights Every Week on The Morning Filter. Every Monday morning, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss what's on his radar, new Morningstar research, and stock picks or plans for the week ahead. [Watch Now.](morningstar/streams?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=53142) Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602