Thursday, May 23, 2013
SPECIAL REPORT
This investor is looking to better-position an inherited IRA for RMDs--and future growth.
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.
REKENTHALER REPORT
Rekenthaler visits a trendy investment concept, an NYSE proposal, one very peculiar bond fund, and The Round Mound of Rebound.
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?
ULTIMATE STOCK-PICKERS
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
FUND SPY
The biggest U.S. fund firm still stands out.
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.
ETF WEEKLY
New fund taps a quantitative algorithm to help select 100 U.S. companies that rank highly on all three shareholder-yield components.
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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May 22
Market Consensus
Actual
May 22
Market Consensus
NA
Actual
-9.8%
May 22
Market Consensus
4.98M
Actual
4.97M
May 22
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May 22
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-0.338M
May 23
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348K
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Morningstar Small Cap
6,300
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Maturity
%Yield
6 Month
0.08
2 Year
0.26
5 Year
0.91
10 Year
2.03
30 Year
3.21
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