Tuesday, September 30, 2014
Video Report
Investors need to be aware of risks ranging from outflows to board stewardship, but the core investment process remains sound in the wake of Gross’ departure.
Quarter-End Insights
Bargains are still hard to find in financial services, as the U.S. mortgage market is stuck in limbo and housing bubble concerns rise in Canada.
Stock Analyst Notes
The shared services agreement between eBay and PayPal should preserve the synergies between the businesses while allowing management to focus on enhancing their respective network effects, says Morningstar’s R.J. Hottovy.
Morningstar Minute: Medalist of the Week
This Gold-rated moderate allocation fund is a great option for investors who want to participate in the growth of the market while protecting on the downside.
    Fund Spy
    Investors with a contrarian streak may want to keep an eye on these funds, says Morningstar’s Russ Kinnel.
    The Short Answer
    The increasingly popular investment tool provides advisors and their clients with sophisticated allocation strategies, sometimes at an elevated price.
    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
      Stocks
      Mutual Funds
      Real Life Finance
      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
      7.4%
      Actual
      6.7%
      Market Consensus
      61.5
      Actual
      60.5
      Market Consensus
      92.0
      Actual
      86.0
      Market Consensus
      NA
      Actual
      Market Consensus
      NA
      Actual
      Market Consensus
      NA
      Actual
      Market Indexes
      DJIA
      17,043
      -28.3
      -0.2%
      S&P 500
      1,972
      -5.5
      -0.3%
      NASDAQ
      4,493
      -12.5
      -0.3%
      Morningstar U.S. Market
      4,952
      -20.0
      -0.4%
      Morningstar Small Cap
      7,224
      -94.9
      -1.3%
      Commodity Futures
      Gold
      $1,208.00
      -0.78%
      Oct 14
      Light Crude
      $91.42
      0.29%
      Nov 14
      Natural Gas
      $4.13
      -0.60%
      Nov 14
      Maturity
      %Yield
      6 Month
      0.03
      2 Year
      0.58
      5 Year
      1.78
      10 Year
      2.52
      30 Year
      3.21
      1 Yr Ago
      Last Close
      Data as of last close