Tuesday, September 23, 2014
Video Report
Morningstar's Christine Benz sizes up an income-only approach, a pure total-return method, a hybrid technique, and a simple one-fund strategy.
Morningstar ETF Conference
Low-vol strategies may limit investors’ upside in a bull market, but their truncated downside risk may be worth the trade-off in the long run, says S&P Dow Jones Indices’ Craig Lazzara.
Morningstar Minute: Medalist of the Week
With its seasoned management team, relatively cautious approach, and rock-bottom expenses, Vanguard High-Yield Corporate will offer a smoother ride than many of its peers.
    The Short Answer
    Rules aimed at preventing families from sheltering assets affect how much young investors pay.
    Heard on the Boards
    We'd like to know where you are holding cash today and why.
      Morningstar Minute
      Morningstar Specialists
      Russ Kinnel: Fund Investing
        Bob Johnson: Reading Indicators
        Josh Peters: Dividend Investing
          Matt Coffina : Wide-Moat Investing
            Stocks
            ETFs
            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
            NA
            Actual
            0.1%
            Market Consensus
            NA
            Actual
            Market Consensus
            435K
            Actual
            Market Consensus
            NA
            Actual
            Market Consensus
            300K
            Actual
            Market Consensus
            2470K
            Actual
            Market Indexes
            DJIA
            17,056
            -116.8
            -0.7%
            S&P 500
            1,983
            -11.5
            -0.6%
            NASDAQ
            4,509
            -19.0
            -0.4%
            Morningstar U.S. Market
            4,984
            0.0
            0.0%
            Morningstar Small Cap
            7,330
            0.0
            0.0%
            Commodity Futures
            Gold
            $1,213.40
            -0.62%
            Sep 14
            Light Crude
            $91.57
            0.01%
            Nov 14
            Natural Gas
            $3.84
            0.60%
            Oct 14
            Maturity
            %Yield
            6 Month
            0.04
            2 Year
            0.57
            5 Year
            1.78
            10 Year
            2.54
            30 Year
            3.25
            1 Yr Ago
            Last Close
            Data as of last close