Thursday, May 23, 2013
FIVE-STAR INVESTOR
Investors looking for diversified foreign large-cap funds that have an overweighting in the country should consider these names.
REKENTHALER REPORT
Rekenthaler visits a trendy investment concept, an NYSE proposal, one very peculiar bond fund, and The Round Mound of Rebound.
HEARD ON THE BOARDS
What is the biggest real estate/housing-related mistake you've made--either during the crisis or before that--and what did you learn from the experience?
    Stocks
    ULTIMATE STOCK-PICKERS
    Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
    Mutual Funds
    Real Life Finance
    Closed-End Funds
    The Economy
    READING INDICATORS
    A lower deficit is great longer-term news, but it could continue to hurt short-term data, writes Morningstar's Bob Johnson.
      ETFs
      Bonds
      MUNI INSIGHTS
      Income tax revenues have surged ahead so far this year, but analysts urge caution against treating the increase as recurring revenue available for ongoing spending or for tax cuts.
      Perspectives
      PERSPECTIVES: Research Affiliates
      Does the apparent dearth of financial genius mean the investment industry is in crisis?
      Morningstar Investment Conference Preview
      MORNINGSTAR CONFERENCE PREVIEW
      As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.
      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
      Actual
      Market Consensus
      NA
      Actual
      -9.8%
      Market Consensus
      4.98M
      Actual
      4.97M
      Market Consensus
      Actual
      Market Consensus
      NA
      Actual
      -0.338M
      Market Consensus
      348K
      Actual
      Market Indexes
      DJIA
      15,307
      -80.4
      -0.5%
      S&P 500
      1,655
      -13.8
      -0.8%
      NASDAQ
      3,463
      -38.8
      -1.1%
      Morningstar U.S. Market
      4,167
      -40.3
      -1.0%
      Morningstar Small Cap
      6,300
      -110.5
      -1.7%
      $1,380.60
      0.20%
      May 13
      $93.10
      -1.25%
      Jul 13
      $4.21
      0.48%
      Jun 13
      Maturity
      %Yield
      6 Month
      0.08
      2 Year
      0.26
      5 Year
      0.91
      10 Year
      2.03
      30 Year
      3.21
      1 Yr Ago
      Last Close
      Data as of last close