Wednesday, April 23, 2014
SPECIAL REPORT
Long security-holding periods and high retention of in-house personnel have contributed to this Gold-rated fund's category-leading performance.
STOCK STRATEGIST
This firm has carved out a profitable niche in the engineering and scientific consulting industry, says Morningstar’s Todd Wenning.
HEARD ON THE BOARDS
Who are your favorite active managers and why? What is it about their process, track record, or other factors that you like?
    Morningstar Minute
    MEDALIST OF THE WEEK
    This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.
      Morningstar Specialists
      SAM LEE: RATIONAL INVESTING
      Eugene Fama and Kenneth French's study on the distribution of manager skill.
        BOB JOHNSON: READING INDICATORS
        Decent earnings news, a conciliatory Fed, and better-than-expected retail data boosted markets this week, but China and housing data remain troubling.
          REKENTHALER REPORT
          Running through the numbers.
            CHRISTINE BENZ: REAL-LIFE FINANCE
            Morningstar's Christine Benz suggests that even dedicated do-it-yourselfers should follow these key steps.
              JOSH PETERS: DIVIDEND INVESTING
              It's a mistake to assume MLPs will continuously increase their distributions, says DividendInvestor editor Josh Peters, who discusses why he recently sold
              several names.
                MATT COFFINA: WIDE-MOAT INVESTING
                Though currently a small percentage of the sector, distributed generation is a threat that could erode utilities firms' moats over the long term, say Morningstar's Matt Coffina and Travis Miller.
                  Real Life Finance
                  VIDEO REPORT
                  Investors need to observe all the factors in their total wealth allocations and adjust their portfolios accordingly based on nonfinancial assets.
                    Mutual Funds
                    FUND SPY
                    This eclectic group offers a wide variety of risk profiles.
                      Perspectives
                      PERSPECTIVES: Oaktree
                      Most great investments begin in discomfort.
                        ETFs
                        ETF SPOTLIGHT
                        There are a number of issues that lurk beneath the surface.
                          Closed-End Funds
                          CEF WEEKLY
                          Smart investors would steer clear of these high-premium investments.
                            Stocks
                            STOCK STRATEGIST
                            We continue to be impressed by BlackRock's ability to generate organic growth.
                              Bonds
                              VIDEO REPORT
                              Instead of outguessing short-term interest rate moves, fund shop Baird looks to add value on yield curve positioning, individual security selection, and sector allocation, and is currently finding opportunities in corporates.
                                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
                                NA
                                Actual
                                0.6%
                                Market Consensus
                                4.60M
                                Actual
                                4.59M
                                Market Consensus
                                NA
                                Actual
                                Market Consensus
                                455K
                                Actual
                                Market Consensus
                                NA
                                Actual
                                Market Consensus
                                312K
                                Actual
                                Market Indexes
                                DJIA
                                16,514
                                0.0
                                0.0%
                                S&P 500
                                1,880
                                0.0
                                0.0%
                                NASDAQ
                                4,161
                                0.0
                                0.0%
                                Morningstar U.S. Market
                                4,761
                                0.0
                                0.0%
                                Morningstar Small Cap
                                7,425
                                0.0
                                0.0%
                                Commodity Futures
                                Gold
                                $1,287.70
                                -0.02%
                                Apr 14
                                Light Crude
                                $101.60
                                -0.15%
                                Jun 14
                                Natural Gas
                                $4.78
                                0.82%
                                May 14
                                Maturity
                                %Yield
                                6 Month
                                0.06
                                2 Year
                                0.45
                                5 Year
                                1.76
                                10 Year
                                2.73
                                30 Year
                                3.50
                                1 Yr Ago
                                Last Close
                                Data as of last close