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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 Oct. 5.

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.

7.22% The broad-based Morningstar US Market index rose 7.22% in the third quarter and is now up 17.66% over the past 12 months.

6 Alex Bryan writes about the six questions to ask before investing in a strategic beta bond funds. These nonmarket-cap-weighted bond funds can seem like intriguing way to combine the best of passive and active. One question Bryan suggests:

How much credit- and interest-rate risk does the fund take?

There's a good chance that funds that regularly deliver market-beating returns are taking greater risk than the market. While credit- and interest-rate risk tend to pay off over the long term, they don't always. And it's important to keep in mind that credit risk is positively correlated with equity risk, so funds that take greater credit risk may be less effective at diversifying equity risk.

6.7%

Morningstar recently boosted our fair value estimate on two shopping center REITs. Analyst Kevin Brown says it is important to distinguish the rent that will and won't be as impacted by e-commerce. He believes both

72%

$175

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Most Requested Stock Quotes IBM Alphabet Apple GE Amazon

Most Requested Fund Quotes Templeton Global Bond Fidelity Contrafund Vanguard 500 Index T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index

Most Requested ETF Quotes SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard S&P 500 Invesco QQQ Vanguard High Dividend Yield

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