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Christine Benz

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  1. Test-Driving an Income-Centric Retirement Portfolio

    Headlines

    Mon, 22 Sep 2014

    portfolio's cash-flow production on a year-to-year basis. For a detailed look at the year-by-year results of our stress test, you can download this spreadsheet (Microsoft Excel required) or this PDF . See More Articles by Christine Benz

  2. 'Great Rotation' Into Stocks Runs Its Course

    Video Reports

    Sat, 20 Sep 2014

    Christine Benz : Hi, I'm Christine Benz from Morningstar. Has the so-called great rotation fizzled ..... much for being here. Mike Rawson: Thanks for having me, Christine . Benz : Let's take a look at this: There had been this much

    Christine Benz found at 0:00, 12:16

    Christine Benz : Hi, I'm Christine Benz from Morningstar. Has the so-called great rotation fizzled out? Joining me to discuss that topic is Michael Rawson, he's an analyst with Morningstar's manager research team. Mike, thank you so much for being here. Mike Rawson: Thanks for having me, Christine . Benz : Let's take a look at this: There had been this much-ballyhooed rotation into equities. We're seeing strong flows out of bond funds
    thank you so much for being here. Rawson: Thanks for having me, Christine . Benz : Thanks for watching. I'm Christine Benz for Morningstar.
  3. The Error-Proof Portfolio: 6 Asset-Allocation Pitfalls to Avoid

    Headlines

    Thu, 18 Sep 2014

    early in their retirement years, could deal their portfolios a blow from which they may never recover. This article discusses the importance of keeping the focus on your risk capacity, not your risk tolerance. See More Articles by Christine Benz

  4. These 5 Balanced Funds Have Taken on More Credit Risk

    Headlines

    Thu, 18 Sep 2014

    stocks and bonds can smooth over the rough patches that each asset class goes through over time. But as my colleague Christine Benz pointed out in a column last week , many of these funds take on significant credit risk, sporting average credit

  5. Top Starter Funds for Investors on a Shoestring

    Video Reports

    Wed, 17 Sep 2014

    starting ideas for those investors is Christine Benz , our director of personal finance ..... Christine, thanks for joining me. Christine Benz : Jason, it's great to be here ..... coming with these ideas today, Christine . Benz : Thanks you, Jason. Stipp

    Christine Benz found at 0:17, 7:16

    with. Here to offer some low-minimum starting ideas for those investors is Christine Benz , our director of personal finance. Christine, thanks for joining me. Christine Benz : Jason, it's great to be here. Stipp: So, a low-minimum-investment idea is one where you don't need a lot of money to
    strategy and the right funds. Thanks for coming with these ideas today, Christine . Benz : Thanks you, Jason. Stipp: For Morningstar, I'm Jason Stipp. Thanks for watching.
  6. 3 Funds for a Fairly Valued Market

    Headlines

    Wed, 17 Sep 2014

    found more companies fitting his criteria in developed Europe and especially Asia than he has in the U.S. The fund's expense ratio--1.85% for the retail shares--is the one major knock against it. See More Articles by Christine Benz

  7. For Safety and Yield, Where Best to Park Your Cash?

    Headlines

    Tue, 16 Sep 2014

    the average short-term bond fund lost 4.2%. And while the ultrashort bond category didn't exist back then, Christine Benz , Morningstar's director of personal finance, writes here that some ultrashort bond funds dip into lower-quality

  8. Testing a Blended Approach to Retirement Income

    Headlines

    Mon, 15 Sep 2014

    pushed up the prices of the bonds in their portfolios. For a detailed look at the year-by-year results of our bucket stress test, you can download this spreadsheet (Microsoft Excel required) or this PDF . See More Articles by Christine Benz

  9. 2 High-Profile Funds Receive Negative Ratings

    Video Reports

    Sat, 13 Sep 2014

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Morningstar has placed Negative ratings ..... Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear

    Christine Benz found at 0:00, 6:45

    Christine Benz : Hi, I'm Christine Benz for Morningstar.com. Morningstar has placed Negative ratings on two fairly high-profile funds. Joining me to discuss those calls is Russ Kinnel. He
    much for being here. Kinnel: You're welcome. Benz: Thanks for watching. I'm Christine Benz for Morningstar.com. FundInvestor Newsletter Want to hear more from the mutual fund experts? Subscribe to Morningstar Fundnvestor for exclusive research, coveted analysis
  10. The Error-Proof Portfolio: Is Your 'Balanced' Fund Binging on Junk Bonds?

    Headlines

    Thu, 11 Sep 2014

    portfolio in that direction. Ditto, if you've added a general fixed-income fund, such as PIMCO Income PONAX or Loomis Sayles Bond LSBRX, with the latitude to invest heavily in lower-quality corporate bonds. See More Articles by Christine Benz

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