Friday, February 10, 2012
FUND TIMES
Current comanager Ian Lapey will take the reins.
FUND TIMES
Fairholme manager defends portfolio, personnel moves, and more.
IMPROVING YOUR FINANCES
Employing the research on flexible withdrawal rates calls for a healthy dose
of common sense, says Morningstar's
Christine Benz.
of common sense, says Morningstar's
Christine Benz.
FUND SPY
Shareholders have lost more to poor timing than they are paying in expenses.
MARKET UPDATE
Investors demonstrated a persistent affinity for emerging markets despite a tough year for EM-focused funds in 2011.
PERSONAL FINANCE
Professor Zvi Bodie and financial consultant Rachelle Taqqu recommend a goal-based investing style with an emphasis on risk avoidance.
STOCK STRATEGIST
The market is discounting this firm's improving credit quality and attractive business model.
FUND SPY
The firm that gave birth to the celebrity manager takes a new tack.
READING INDICATORS
After some truly horrific personal income data last summer, the consumer is finally beginning to see meaningful increases in income, writes Morningstar's Bob Johnson.
PERSPECTIVES: U.S. Global Investors
Since the Fed reassured the world that interest rates will remain at 'exceptionally low levels' for another two years, gold has jumped more than 3%.
VIDEO REPORT
The Fed's commitment to keep rates low for years may have diminished interest-rate risk for Treasury investors, but inflation could still swallow up returns, says Morningstar's Eric Jacobson.
CEF INVESTING
Despite this fund's higher-than-average leverage ratio, its volatility has typically been below peers.
ETF INVESTING
Active managers are finding many uses for passive funds.
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 |
Global News
U.S. News
Popular Fund Quotes
News Archives
Feb 9
Market Consensus
370K
Actual
358K
Feb 9
Market Consensus
3475K
Actual
3515K
Market Consensus
0.4%
Actual
1.0%
Feb 10
Market Consensus
-$40.0B
Actual
Feb 10
Market Consensus
-$48.2B
Actual
Feb 10
Market Consensus
74.0
Actual
Market Indexes
DJIA
12,890
6.5
0.1%
S&P 500
1,352
2.0
0.1%
NASDAQ
2,927
11.4
0.4%
Morningstar U.S. Market
3,410
5.4
0.2%
Morningstar Small Cap
5,243
-8.3
-0.2%
Maturity
%Yield
6 Month
0.12
2 Year
0.27
5 Year
0.86
10 Year
2.04
30 Year
3.20
1 Yr Ago
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