Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

$1.5 trillion In a piece on the upcoming departure of PIMCO CEO Doug Hodge, Eric Jacobson and Miriam Sjoblom note the firm's drop in assets under management:

The firm had already endured high-profile outflows--Morningstar estimates that outflows at PIMCO Total Return from April 2013 through January 2014 were more than $47 billion--and Hodge had been in the CEO role for roughly nine months when Bill Gross left the firm in late September of that year. Between then and June 30, 2016, meanwhile, the firm's overall assets under management sank to $1.5 trillion from $1.9 trillion.

3 reasons Using data from Russ Kinnel's Mind the Gap 2016 study, John Rekenthaler makes the case for low-cost mutual funds:

During the trailing five-year period, expensive U.S. stock funds were twice as likely to expire than were cheap funds. The funds that did survive gained an average of 7.36% for their owners (considering the effects of both total returns and the return gap), as opposed to 11.15% for cheap funds.

$1,067,213 The average single-family home in Boulder, Colorado, will now cost you seven figures.

80 years Kevin McDevitt looks at the history of Voya Corporate Leaders Trust, a minimal-turnover fund:

The fund takes passivity to a level that would be intolerable for most investors. Knowing how difficult it is for most investors to do nothing, the fund's founders mandated in 1935 that the 30 stocks originally bought for the portfolio would essentially never be sold.

16 Sydney McLaughlin, a 16-year-old high school student, made the U.S. Olympic team with a 54.15 second time for the 400-meter hurdles. She's the youngest U.S. Olympic track athlete since 1972.

$151 billion Dan Culloton, in an interview with Jeremy Glaser, addresses year-to-date inflows and more for Vanguard:

… the juggernaut continues. So, in the year ending June 30, Vanguard had about $151 billion in inflows, the most of any fund family in the industry.

50 Are these the best 50 animated films of the 21st century?

79.9 million subscribers From Neil Macker's update on Netflix:

Even with the lower add numbers, Netflix continues to expand its streaming base, ending the quarter with more than 79.9 million global paid subscribers, up from 62.7 million a year ago. We retain our narrow moat rating and our $69 fair value estimate.

5 globes Jon Hale on emerging-markets funds that earn a High Morningstar Sustainability Rating:

The overriding similarity among these funds is their commitment to quality, which is described in the current analysis of every fund on the list.

35 musicians The list of musicians objecting to political candidates using their music is long … and growing.

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