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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 March 9.


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.

What's a worse idea than buying a fund based on short-term performance? Buying a fund based on its yield, says director of manager research Russ Kinnel. There are many ways to boost a fund's yield. Most of them are legitimate tactics when used wisely by skilled managers, but others are way too risky for the average investor. Kinnel looks at some of those yield-boosting tactics, and he names four funds that take risks smartly (as well as six that don't).

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