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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Feb. 24.

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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.

Morningstar CEO Kunal Kapoor believes that as companies have shifted from traditional pensions to 401(k)-style plans, workers have become increasingly anxious about their quality of life after they retire. To help allay those concerns, there's a need to combine the flexibility of a 401(k) with the best elements of traditional pensions, he says. In this commentary, Kapoor outlines some areas that Morningstar would like to see addressed. does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.