Wednesday, June 19, 2013
25th ANNUAL MORNINGSTAR CONFERENCE
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
REKENTHALER REPORT
Not every mutual fund is accurately priced.
FIVE-STAR INVESTOR
These funds are run by skilled managers who invest in small companies they can hang on to for the long haul.
ETF INVESTING
A large 18% allocation to Russian companies will result in a more volatile portfolio.
STOCK STRATEGIST
Costs and regulatory issues keep mirrors safe from replacement by cameras in the medium term.
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?
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.
THE SHORT ANSWER
In most cases, a cheaper direct-sold plan will do the job, but there are exceptions.
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.
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.
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.
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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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 |
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Jun 19
Market Consensus
0.25%
Actual
Jun 19
Market Consensus
NA
Actual
-3.3%
Jun 19
Market Consensus
NA
Actual
0.313M
Jun 20
Market Consensus
340K
Actual
Jun 20
Market Consensus
2967K
Actual
Jun 20
Market Consensus
5.00M
Actual
Market Indexes
DJIA
15,303
-15.7
-0.1%
S&P 500
1,650
-1.8
-0.1%
NASDAQ
3,477
-5.6
-0.2%
Morningstar U.S. Market
4,154
-5.5
-0.1%
Morningstar Small Cap
6,315
-30.9
-0.5%
Maturity
%Yield
6 Month
0.08
2 Year
0.27
5 Year
1.07
10 Year
2.20
30 Year
3.34
1 Yr Ago
Last Close
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