Wednesday, August 20, 2014
Retirement Investing With Christine Benz
Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar’s Christine Benz.
Ultimate Stock-Pickers
Top managers continue to exercise a lot of patience as they look for buying opportunities in a U.S. equity market that has risen close to 40% since the start of 2013.
Morningstar Minute: Medalist of the Week
MainStay ICAP International recently experienced some management changes, but it's still a solid choice for overseas exposure at a reasonable price.
Heard on the Boards
How do you and your spouse deal with your different investing personalities?
    Morningstar Minute
    Chart of the Week
    The month-to-month numbers look frightful, but year-over-year growth is in line with recent trends, says Morningstar's Bob Johnson.
      Morningstar Specialists
      Russ Kinnel: Fund Investing
      Morningstar's director of manager research bought shares of a Silver-rated and a Gold-rated foreign-stock fund.
        Christine Benz: Real-life Finance
        Health-savings accounts are the only triple tax-advantaged vehicle in the tax code.
          Josh Peters: Dividend Investing
          Kinder’s reorganization brings upside potential, but even after the change, its payout coverage is too thin for conservative income investors, says Morningstar DividendInvestor editor Josh Peters.
            Reading Indicators
            The formerly unimportant job openings report has taken on a new significance and recently suggests a tightening labor market.
              Rekenthaler Report
              Vanguard’s new research shows the harm of jettisoning underperformers for high-performing funds in the same category.
                Matt Coffina: Wide-Moat Investing
                Most global banks are ready for new regulatory standards, but these three names may be better positioned to raise their payouts.
                  Sam Lee: Rational Investing
                  Picking the right discount rate is harder than many think.
                    Stocks
                    Stock Strategist
                    As caloric needs increase around the world, potash companies are a good way to play the trend.
                      Real Life Finance
                      Heard on the Boards
                      Readers share their biggest pet peeves when it comes to financial-industry speak.
                        Perspectives
                        Perspectives: Kellogg School of Management
                        Building brick-and-mortar showrooms can have big payoffs for online retailers.
                          Mutual Funds
                          Video Report
                          Passive funds continued to attract investor dollars in July, but active management is still preferred for overseas exposure.
                            Bonds
                            Fund Report With Christine Benz
                            Some smaller bond funds have the potential to give investors more bang for their buck.
                              Closed-End Funds
                              CEF Weekly
                              Investors should assess why they own high-yield bonds and what their expectations are going forward.
                                ETFs
                                ETF Spotlight
                                Trend-following may help reduce volatility and losses during market downturns.
                                  Market Indexes
                                  DJIA
                                  16,920
                                  80.9
                                  0.5%
                                  S&P 500
                                  1,982
                                  9.9
                                  0.5%
                                  NASDAQ
                                  4,528
                                  19.2
                                  0.4%
                                  Morningstar U.S. Market
                                  5,004
                                  24.1
                                  0.5%
                                  Morningstar Small Cap
                                  7,575
                                  34.7
                                  0.5%
                                  Commodity Futures
                                  Gold
                                  $1,295.40
                                  -0.18%
                                  Aug 14
                                  Light Crude
                                  $92.83
                                  -0.03%
                                  Oct 14
                                  Natural Gas
                                  $3.85
                                  -0.80%
                                  Sep 14
                                  Maturity
                                  %Yield
                                  6 Month
                                  0.05
                                  2 Year
                                  0.46
                                  5 Year
                                  1.59
                                  10 Year
                                  2.40
                                  30 Year
                                  3.21
                                  1 Yr Ago
                                  Last Close
                                  Data as of last close