Wednesday, April 16, 2014
FIVE-STAR INVESTOR
They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.
ETF INVESTING
Low-volatility strategies can work well in more-volatile asset classes.
MORNINGSTAR MINUTE
A strong network effect, with scale and bargaining power, provides this wide-moat firm a long runway of opportunity to gain market share in the coming years.
    HEARD ON THE BOARDS
    What tips would you give others who are making financial gifts?
    Morningstar Minute
    MEDALIST OF THE WEEK
    A past Morningstar Manager of the Year oversees this portfolio, which has fewer holdings than some of its peers but asymmetric sector weightings.
      Morningstar Specialists
      SAM LEE: RATIONAL INVESTING
      Using the latest factor research to identify the drivers of Vanguard Dividend Appreciation's outperformance.
        BOB JOHNSON: READING INDICATORS
        Chinese imports and exports are lagging, indicating a slower growth economy.
          REKENTHALER REPORT
          What Michael Lewis didn't write.
            CHRISTINE BENZ: REAL-LIFE FINANCE
            Whether you're hunting for bargains or seeking simple solutions when investing your 2013 IRA contribution, Morningstar's Christine Benz has some ideas for you.
              JOSH PETERS: DIVIDEND INVESTING
              It's a mistake to assume MLPs will continuously increase their distributions, says DividendInvestor editor Josh Peters, who discusses why he recently sold
              several names.
                MATT COFFINA: WIDE-MOAT INVESTING
                These firms are leaders in the insulin market and are positioned to bring next-generation blockbusters to market, says Morningstar's Matt Coffina and Karen Andersen.
                  Real Life Finance
                  THE SHORT ANSWER
                  Green is good, and red is bad. But what do the ratings mean?
                    Mutual Funds
                    FUND SPY
                    The same investment strategy, but a more-restrained business plan.
                      ETFs
                      ETF SPOTLIGHT
                      Low-volatility funds offer lower risk but not necessarily better returns than the market.
                        Stocks
                        STOCK STRATEGIST
                        Apparel manufacturers are solidifying their brand identities and cost efficiencies to build moats.
                          Perspectives
                          Kellogg School of Management
                          The timing of a bankruptcy filing shapes the verdict and has consequences for all of us.
                            Bonds
                            VIDEO REPORT
                            Instead of outguessing short-term interest rate moves, fund shop Baird looks to add value on yield curve positioning, individual security selection, and sector allocation, and is currently finding opportunities in corporates.
                              Closed-End Funds
                              CEF WEEKLY
                              A sound, repeatable process executed by an experienced team drove us to upgrade our rating on this CEF.
                                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
                                Apr 15
                                Market Consensus
                                0.1%
                                Actual
                                0.2%
                                Apr 15
                                Market Consensus
                                0.1%
                                Actual
                                0.2%
                                Market Consensus
                                7.5
                                Actual
                                1.3
                                Market Consensus
                                NA
                                Actual
                                $85.7B
                                Market Consensus
                                50
                                Actual
                                47
                                Market Consensus
                                NA
                                Actual
                                Market Indexes
                                DJIA
                                16,263
                                0.0
                                0.0%
                                S&P 500
                                1,843
                                0.0
                                0.0%
                                NASDAQ
                                4,034
                                0.0
                                0.0%
                                Morningstar U.S. Market
                                4,660
                                0.0
                                0.0%
                                Morningstar Small Cap
                                7,215
                                0.0
                                0.0%
                                Commodity Futures
                                Gold
                                $1,303.00
                                0.23%
                                Apr 14
                                Light Crude
                                $104.76
                                0.97%
                                May 14
                                Natural Gas
                                $4.59
                                0.55%
                                May 14
                                Maturity
                                %Yield
                                6 Month
                                0.05
                                2 Year
                                0.39
                                5 Year
                                1.63
                                10 Year
                                2.64
                                30 Year
                                3.46
                                1 Yr Ago
                                Last Close
                                Data as of last close