Sunday, May 19, 2013
VIDEO REPORT
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
STOCK INVESTING
These no-moat stocks don't provide an appropriate margin of safety in today's market.
VIDEO REPORT
Dodge & Cox portfolio managers Diana Strandberg and Charles Pohl explain how the firm's long-term, bottom-up process led to tech, health care, and financials names over the last decade.
WHAT YOU'RE READING
The week's top articles, videos, news, and reports.
READING INDICATORS
A lower deficit is great longer-term news, but it could continue to hurt short-term data, writes Morningstar's Bob Johnson.
BOND VIDEO REPORT
Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.
PERSPECTIVES: Research Affiliates
Does the apparent dearth of financial genius mean the investment industry is in crisis?
ETF SPOTLIGHT
Although low-volatility equity strategies are backed by an impressive body of research, U.S. stocks are looking pricey.
STOCK STRATEGIST
Three years later, it's clear that the BGI deal was a key factor in developing what we believe is the widest moat for any firm in asset management.
CEF WEEKLY
Purchasing strong funds at good relative valuations is crucial when investing in closed-end funds.
VIDEO REPORT
These plans offer investors many benefits in saving for retirement, but they also have their drawbacks, as Morningstar's Christine Benz discusses.
FUND TIMES
Also, Vanguard rolls out an emerging-markets bond fund, major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and more.
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 |
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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 |
Top News
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May 17
Market Consensus
78.5
Actual
83.7
May 17
Market Consensus
0.3%
Actual
0.6%
May 22
Market Consensus
Actual
May 22
Market Consensus
NA
Actual
May 22
Market Consensus
4.98M
Actual
May 22
Market Consensus
Actual
Market Indexes
DJIA
15,354
121.2
0.8%
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1,667
17.0
1.0%
NASDAQ
3,499
33.7
1.0%
Morningstar U.S. Market
4,203
42.5
1.0%
Morningstar Small Cap
6,391
70.1
1.1%
Maturity
%Yield
6 Month
0.08
2 Year
0.26
5 Year
0.84
10 Year
1.95
30 Year
3.17
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