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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 Oct. 5.

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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.

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:

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

Most Popular Articles

  • 28 Undervalued Stocks
  • Lessons From the Model Portfolios
  • How Our Vanguard Retirement Saver Portfolios Have Performed
  • The Financial Times Is 'Alarmed' by the U.S. Retirement System
  • So Much for the Bond Bubble

Most Popular Videos

  • 3 New(ish) Gold-Rated Funds
  • Strong Moats for Undervalued Big Pharma Firms
  • How to Plan for Healthcare Shocks in Retirement
  • A Gold-Rated Intermediate-Term Bond Fund With an Edge
  • Cryptocurrencies Won't Dull Gold's Shine

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

Morningstar.com does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.