Friday, May 24, 2013
SPECIAL REPORT
The bucket strategy helps tee up near-term distributions and set long-term allocations.
FUND TIMES
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
FUND SPY
We look at why some funds' Analyst Ratings change when their managers do and others don't.
VIDEO REPORT
The Federal Reserve has leeway to remain stimulative, given lackluster economic growth amid current export and fiscal policy headwinds, says Morningstar's director of economic analysis.
REKENTHALER REPORT
Back histories, hot prospects, and cold alternatives.
STOCK INVESTING VIDEO
Morningstar's Matt Coffina and Elizabeth Collins discuss how our moat committee distinguishes companies with moats, and they offer examples of stocks that carry these competitive advantages.
ETF INVESTING
Don't forget about quality when investing in dividend-paying companies abroad.
FIVE-STAR INVESTOR
Investors looking for diversified foreign large-cap funds that have an overweighting in the country should consider these names.
STOCK STRATEGIST
Growing electricity demand in Texas, environmental legislation in California, federal emissions regulations, and increasing market uncertainty may help Calpine establish a moat.
THE SHORT ANSWER
Vanguard and Fidelity are among fund shops that don't offer the accounts to those beginning to save for educational expenses.
CEF INVESTING
This week, FSD and HYLS step into the octagon.
READING INDICATORS
A lower deficit is great longer-term news, but it could continue to hurt short-term data, writes Morningstar's Bob Johnson.
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: Research Affiliates
Does the apparent dearth of financial genius mean the investment industry is in crisis?
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
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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 |
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89 bcf
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3.3
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