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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 Nov. 9.

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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.

Christine Benz published her annual roundup of capital gains distributions, and it is going to be another painful year for some fund shareholders. One standout is  Harbor International (HIINX) which will distributing 40% of its NAV as capital gains following a manager change earlier this year, larger than the one-third distribution that had been initially foreseen. Across the board what’s keeping these distributions high? Benz writes: does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.