Tuesday, June 18, 2013
25th ANNUAL MORNINGSTAR CONFERENCE
Many retirees are creating hybrid withdrawal plans--with ceilings and floors--to adjust for market volatility, but a balanced portfolio is key amid fluctuating rates, says Vanguard's Maria Bruno.
CEF SPOTLIGHT
Early signs indicate that a relatively recent addition to Advent Capital's management team is improving the risk profile of at least one CEF. says Morningstar's Mike Taggart.
ULTIMATE STOCK-PICKERS
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
REKENTHALER REPORT
Let's look at the argument that more is less.
VIDEO REPORT
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
HEARD ON THE BOARDS
What's your take on 401(k) plans? Do you think they're fulfilling the role they were intended to, or would you alter them or scrap the 401(k) system altogether?
FUND SPY
Tactical asset-allocation funds continue to draw in assets, but not all investors will be comfortable with their broad mandates.
THE SHORT ANSWER
In most cases, a cheaper direct-sold plan will do the job, but there are exceptions.
STOCK STRATEGIST
This market share leader in data centers can grow at nearly a double-digit rate.
ETF WEEKLY
Plus, State Street seeks to issue nontransparent, actively managed ETFs, and AdvisorShares to liquidate an actively managed, sector rotation ETF.
READING INDICATORS
After bottoming at 1.4% a year ago, 10-year rates jumped much closer this week to the 3.0%-3.5% range that would be expected with current inflation.
CEF WEEKLY
Is a falling Aussie dollar enough to avoid Aberdeen Asia-Pacific Income?
BOND STRATEGIST
Despite the fact that company fundamentals remain supportive of spread levels, the impact of interest-rate and equity market moves was again felt in the corporate bond market.
PERSPECTIVES: Causeway Capital Management
Stocks in the energy sector currently offer significantly better valuations and dividend income than those in consumer staples, especially in the non-U.S. developed markets.
Market Barometer
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| 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% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
After the Bell
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Jun 18
Market Consensus
0.2%
Actual
0.1%
Jun 18
Market Consensus
0.1%
Actual
0.2%
Jun 18
Market Consensus
950K
Actual
914K
Jun 18
Market Consensus
983K
Actual
974K
Jun 19
Market Consensus
0.25%
Actual
Jun 19
Market Consensus
NA
Actual
Market Indexes
DJIA
15,318
138.4
0.9%
S&P 500
1,652
12.8
0.8%
NASDAQ
3,482
30.1
0.9%
Morningstar U.S. Market
4,159
32.7
0.8%
Morningstar Small Cap
6,346
67.5
1.1%
Maturity
%Yield
6 Month
0.08
2 Year
0.27
5 Year
1.06
10 Year
2.19
30 Year
3.35
1 Yr Ago
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