Tuesday, May 21, 2013
SPECIAL REPORT
Retirement beckons, and this couple has some decisions to make.
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.
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?
FUND SPY
We look for the best a category has to offer and leave the market calls to others.
STOCK STRATEGIST INDUSTRY REPORT
We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats.
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?
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
 | | |
| | |
| | |
| 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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