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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.

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.

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:


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



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Most Requested Stock Quotes

Most Requested Fund Quotes
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Vanguard High Dividend Yield does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.