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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 July 13.

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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.

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Bond funds can serve many purposes in retirees' portfolios. For one, they throw off much needed income. They also can provide some ballast against stock market swings. Here we take a look at two Gold-rated funds and a Silver medalist in the short-term, multisector, and inflation-protected bond categories. 

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