Investing Specialists

Morningstar Runs the Numbers

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.

As the year winds down, investors may be thinking about rebalancing their portfolios. Susan Dziubinski recaps some of our fund picks in three areas where investors may need or want to dedicate dollars: large-cap value, foreign, and high-quality stock funds.