Wednesday, July 30, 2014
Retirement Investing With Christine Benz
Investors should avoid over-engineering an income-only portfolio and consider a total return approach to generating the income they need, says Vanguard's Fran Kinniry.
Morningstar Minute: Medalist of the Week
A long-tenured manager and a disciplined all-cap growth approach make this unusual fund worth a closer look.
Heard on the Boards
When and how have you provided monetary help to your family members, and when, if ever, have you drawn the line?
    Morningstar Minute
    Chart of the Week
    Valuations are high, but Morningstar's quantitative equity ratings uncover two key areas to consider.
      Morningstar Specialists
      Christine Benz: Real-life Finance
      A review of the data--plus weighing the intangibles--can help you arrive at the right decision, writes Morningstar's Christine Benz.
        Bob Johnson: Reading Indicators
        June CPI data showed some moderation, and consumers could see more price relief in the future, says Morningstar's Bob Johnson.
          Josh Peters: Dividend Investing
          Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
            Rekenthaler Report
            Yes, they do affect retail funds.
              Sam Lee: Rational Investing
              And when to make big bets.
                Russ Kinnel: Fund Investing
                Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's
                Russ Kinnel.
                  Matt Coffina: Wide-Moat Investing
                  With the uptick in merger and acquisition activity, whether it be for tax-inversion or strategic reasons, investors should focus on the target company, which can benefit from the deal immediately, says Morningstar's Matt Coffina.
                    Mutual Funds
                    Fund Spy: Morningstar Medalist Edition
                    Both moderate and bold options.
                      Perspectives
                      Perspectives: Schwab
                      Are the U.S. equity market's recent stumbles bumps in the road or something more serious?
                        Real Life Finance
                        HEARD ON THE BOARDS
                        On the virtues of investing early and well, not supersizing your home, and being in the right place at the right time.
                          ETFs
                          ETF Spotlight
                          China enthusiasts can now gain access to China's A-share market via ETFs.
                            Stocks
                            Stock Strategist
                            Dick's has steadily improved returns in a competitive industry.
                              Closed-End Funds
                              CEF Weekly
                              As rates grind lower, the opportunity set of high-yielding investments will shrink.
                                Bonds
                                Video Report
                                The risk of bank-loan defaults is muted at the same time investor demand for such products remains elevated, but this volatile asset class is not for near-term cash needs, says Fidelity's Eric Mollenhauer.
                                  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
                                  10.0%
                                  Actual
                                  9.3%
                                  Market Consensus
                                  85.6
                                  Actual
                                  90.9
                                  Market Consensus
                                  0.25%
                                  Actual
                                  Market Consensus
                                  NA
                                  Actual
                                  Market Consensus
                                  215K
                                  Actual
                                  Jul 30
                                  Market Consensus
                                  3.2%
                                  Actual
                                  Market Indexes
                                  DJIA
                                  16,912
                                  -70.5
                                  -0.4%
                                  S&P 500
                                  1,970
                                  -9.0
                                  -0.5%
                                  NASDAQ
                                  4,443
                                  -2.2
                                  0.0%
                                  Morningstar U.S. Market
                                  4,965
                                  -20.5
                                  -0.4%
                                  Morningstar Small Cap
                                  7,455
                                  2.2
                                  0.0%
                                  Commodity Futures
                                  Gold
                                  $1,298.60
                                  0.02%
                                  Aug 14
                                  Light Crude
                                  $101.56
                                  0.58%
                                  Sep 14
                                  Natural Gas
                                  $3.82
                                  -0.13%
                                  Sep 14
                                  Maturity
                                  %Yield
                                  6 Month
                                  0.06
                                  2 Year
                                  0.54
                                  5 Year
                                  1.70
                                  10 Year
                                  2.47
                                  30 Year
                                  3.22
                                  1 Yr Ago
                                  Last Close
                                  Data as of last close