Sunday, August 31, 2014
Video Report
As liquidated or merged funds fall off the record, fund category returns and fund company literature don't tell the whole story.
Heard on the Boards
Extra income, a sense of purpose, and social connections are just some of the reasons retirees give for staying in the labor force.
Undiscovered Manager
David Iben kept a low profile when he left Nuveen Tradewinds, but now the contrarian is back to running a new global all-cap strategy.
Personal Finance
Two financial-industry experts discuss what investors can do to protect themselves and their assets, plus what firms are doing to help fight the problem.
Morningstar Minute
Sector Update
Housing prices compared to average household income in Canada are currently at historical highs and among the highest in the world.
    Morningstar Specialists
    Bob Johnson: Reading Indicators
    Hopefully, their boost in savings will start to burn a hole in the economy's pocket.
      Rekenthaler Report
      Patience, emerging-markets stocks, and municipal bonds.
        Matt Coffina: Wide-Moat Investing
        This health-care REIT, MLP, and oil-services firm stand out as relative bargains in today's richly valued market, says Morningstar's Matt Coffina.
          Christine Benz: Real-life Finance
          For a small category, the world-bond group features a confusing array of choices.
            Sam Lee: Rational Investing
            It's all about low costs, a sensible strategy, and sound ethics.
              Russ Kinnel: Fund Investing
              Morningstar's director of manager research bought shares of a Silver-rated and a Gold-rated foreign-stock fund.
                Josh Peters: Dividend Investing
                Kinder’s reorganization brings upside potential, but even after the change, its payout coverage is too thin for conservative income investors, says Morningstar DividendInvestor editor Josh Peters.
                  Stocks
                  Commentary
                  These stocks might be too small for Warren Buffett, but individual investors may want to give them a look.
                    ETFs
                    ETF Spotlight
                    This ETF offers the greatest exposure to homebuilding companies, which have significantly trailed the broader market since the start of 2013 but which recently have posted some good news.
                      Closed-End Funds
                      CEF Weekly
                      A closer look at MLP and covered call closed-end funds.
                      Mutual Funds
                      Fund Spy
                      These funds continued to get inflows after the managers responsible for their records departed.
                        Real Life Finance
                        The Short Answer
                        This high-income vehicle warrants close scrutiny given interest-rate uncertainty.
                          Bonds
                          Commentary
                          Our study shows that diversified portfolios perform just fine.
                            Perspectives
                            Perspectives: Knowledge@Wharton
                            Argentina's default issues will probably be resolved without major disruptions, but some major risks remain.
                              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
                              0.3%
                              Actual
                              0.2%
                              Market Consensus
                              0.1%
                              Actual
                              -0.1%
                              Market Consensus
                              0.1%
                              Actual
                              0.1%
                              Market Consensus
                              54.8
                              Actual
                              64.3
                              Market Consensus
                              80.0
                              Actual
                              82.5
                              Market Consensus
                              57.0
                              Actual
                              Market Indexes
                              DJIA
                              17,098
                              18.9
                              0.1%
                              S&P 500
                              2,003
                              6.6
                              0.3%
                              NASDAQ
                              4,580
                              22.6
                              0.5%
                              Morningstar U.S. Market
                              5,061
                              18.8
                              0.4%
                              Morningstar Small Cap
                              7,666
                              49.8
                              0.7%
                              Commodity Futures
                              Gold
                              $1,285.70
                              -0.23%
                              Sep 14
                              Light Crude
                              $95.84
                              1.36%
                              Oct 14
                              Natural Gas
                              $4.08
                              0.99%
                              Oct 14
                              Maturity
                              %Yield
                              6 Month
                              0.05
                              2 Year
                              0.48
                              5 Year
                              1.63
                              10 Year
                              2.35
                              30 Year
                              3.09
                              1 Yr Ago
                              Last Close
                              Data as of last close