Tuesday, May 21, 2013
PORTFOLIO MAKEOVER WEEK
With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.
FUND SPY
We look for the best a category has to offer and leave the market calls to others.
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.
ETF WEEKLY
New fund taps a quantitative algorithm to help select 100 U.S. companies that rank highly on all three shareholder-yield components.
STOCK STRATEGIST INDUSTRY REPORT
We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats.
HEARD ON THE BOARDS
What is the biggest real estate/housing-related mistake you've made--either during the crisis or before that--and what did you learn from the experience?
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.
STOCK INVESTING
These no-moat stocks don't provide an appropriate margin of safety in today's market.
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.
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.
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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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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Market Indexes
DJIA
15,335
-19.1
-0.1%
S&P 500
1,666
-1.2
-0.1%
NASDAQ
3,496
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-0.1%
Morningstar U.S. Market
4,200
-2.2
-0.1%
Morningstar Small Cap
6,405
13.9
0.2%
Maturity
%Yield
6 Month
0.09
2 Year
0.26
5 Year
0.85
10 Year
1.97
30 Year
3.18
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