Friday, May 24, 2013
SPECIAL REPORT
In case a layoff 'comes out of nowhere,' we prep a portfolio for liquidity and long-term growth.
VIDEO REPORT
Morningstar's Jeremy Glaser looks at five stats from the market and the stories behind them. This week: $3 trillion in stimulus (but how much more?), a $1 billion question mark at Yahoo, more.
REKENTHALER REPORT
On bubbles, balanced investing, and Rekenthaler's latest fail.
CEF WEEKLY
We look at two facets for analyzing emerging-markets bond CEF distributions.
STOCK STRATEGIST
We're still bullish for the long term, but the stock may have gotten ahead of itself in the short term.
FUND TIMES
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
ETF INVESTING
Don't forget about quality when investing in dividend-paying companies abroad.
VIDEO REPORT
The Federal Reserve has leeway to remain stimulative, given lackluster economic growth amid current export and fiscal policy headwinds, says Morningstar's director of economic analysis.
STOCK INVESTING VIDEO
Morningstar's Matt Coffina and Elizabeth Collins discuss how our moat committee distinguishes companies with moats, and they offer examples of stocks that carry these competitive advantages.
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.
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
 | | |
| | |
| | |
| 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 |
After the Bell
Top News
On Tap
Popular Fund Quotes
News Archives
May 24
Market Consensus
1.6%
Actual
3.3%
Market Consensus
0.5%
Actual
1.3%
Market Consensus
10.1%
Actual
May 28
Market Consensus
72.5
Actual
May 29
Market Consensus
NA
Actual
May 30
Market Consensus
340K
Actual
Market Indexes
DJIA
15,303
8.6
0.1%
S&P 500
1,650
-0.9
-0.1%
NASDAQ
3,459
-0.3
0.0%
Morningstar U.S. Market
4,152
-3.9
-0.1%
Morningstar Small Cap
6,288
-15.9
-0.3%
Maturity
%Yield
6 Month
0.07
2 Year
0.26
5 Year
0.90
10 Year
2.01
30 Year
3.18
1 Yr Ago
Last Close
Mutual Fund Screens
Portfolio AnchorsHidden GemsLower-Risk Foreign FundsAftertax StarsSmall & BeautifulSolid Small-Growth FundsConservative Bond FundsLittle Funds, Big ResultsPremium Fund ScreenerStock Research
All Stock Analyst ReportsAll Stock Analyst NotesHighest-Rated StocksLarge Fair Value DiscountsWide Economic MoatsLowest Business RiskNew 5-Star Stock AlertMorningstar Credit RatingsMarket Fair ValueCompare Stock NewslettersStock Screens
Terrific 10-Year RecordsWealth CreatorsCash CowsLow-Priced Growth StocksProfitable but UnlovedAggressive GrowthBlue ChipsClassic CompaniesBasic Stock ScreenerPremium Stock ScreenerSponsor Center