Tuesday, September 30, 2014
Fund Spy
We remain positive on the fund overall after the departure of Bill Gross, but some resulting outflow and management uncertainties bring our rating down.
Improving Your Finances
Handle these factors correctly to ensure a successful retirement plan.
Morningstar Minute: Chart of the Week
Outsized growth in the over-65 age category will likely translate to less spending and a headwind on economic growth over the next several decades.
    Stock Strategist Industry Report
    The situation is complex, but ultimately we think investors shouldn't be overly concerned.
    Heard on the Boards
    We'd like to hear about what you're doing to save extra money for retirement (beyond just contributing to your retirement accounts).
      Morningstar Minute
      Morningstar Specialists
      Matt Coffina : Wide-Moat Investing
      Real Life Finance
      Stocks
      Mutual Funds
      ETFs
      Perspectives
      Bonds
      Closed-End Funds
      Market Barometer
      Lg
      Md
      Sm
      Value—Growth
      Day Return
      +1.25%
      0
      -1.25%
      1Wk Return
      +1.25%
      0
      -1.25%
      1Mo Return
      +4%
      0
      -4%
      3Mo Return
      +8%
      0
      -8%
      1Yr Return
      +20%
      0
      -20%
      3Yr Return
      +20%
      0
      -20%
      1Wk1Mo3Mo1Yr3Yr
      Market Consensus
      0.3%
      Actual
      0.3%
      Market Consensus
      0.4%
      Actual
      0.5%
      Market Consensus
      0.0%
      Actual
      0.1%
      Market Consensus
      -0.2%
      Actual
      -1.0%
      Market Consensus
      7.4%
      Actual
      Market Consensus
      61.5
      Actual
      Market Indexes
      DJIA
      17,071
      -41.9
      -0.2%
      S&P 500
      1,978
      -5.1
      -0.3%
      NASDAQ
      4,506
      -6.3
      -0.1%
      Morningstar U.S. Market
      4,972
      0.0
      0.0%
      Morningstar Small Cap
      7,319
      0.0
      0.0%
      Commodity Futures
      Gold
      $1,216.10
      -0.11%
      Oct 14
      Light Crude
      $94.59
      0.02%
      Nov 14
      Natural Gas
      $4.15
      -0.22%
      Nov 14
      Maturity
      %Yield
      6 Month
      0.05
      2 Year
      0.58
      5 Year
      1.77
      10 Year
      2.50
      30 Year
      3.18
      1 Yr Ago
      Last Close
      Data as of last close