Monday, September 22, 2014
Fund Spy: Morningstar Medalist Edition
Excellent global funds work well in retirement and taxable accounts.
Morningstar ETF Conference
Investors may consider four levers in allocating their portfolios between traditional index, actively managed, and new strategic beta funds, says Schwab's Tony Davidow.
Stock Strategist
We're not convinced the share sale proceeds will be reinvested wisely.
Morningstar Minute
Morningstar Specialists
Bob Johnson: Reading Indicators
    Christine Benz: Real-life Finance
      Matt Coffina : Wide-Moat Investing
        Josh Peters: Dividend Investing
          ETFs
          Stocks
          Perspectives
          Mutual Funds
          Real Life Finance
          Bonds
          Closed-End Funds
          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
          5.2M
          Actual
          Market Consensus
          NA
          Actual
          Market Consensus
          NA
          Actual
          Market Consensus
          435K
          Actual
          Market Consensus
          NA
          Actual
          Market Consensus
          300K
          Actual
          Market Indexes
          DJIA
          17,280
          0.0
          0.0%
          S&P 500
          2,010
          0.0
          0.0%
          NASDAQ
          4,580
          0.0
          0.0%
          Morningstar U.S. Market
          5,062
          0.0
          0.0%
          Morningstar Small Cap
          7,510
          0.0
          0.0%
          Commodity Futures
          Gold
          $1,212.40
          -1.09%
          Sep 14
          Light Crude
          $91.71
          -0.29%
          Nov 14
          Natural Gas
          $3.85
          -1.51%
          Oct 14
          Maturity
          %Yield
          6 Month
          0.04
          2 Year
          0.59
          5 Year
          1.83
          10 Year
          2.59
          30 Year
          3.29
          1 Yr Ago
          Last Close
          Data as of last close