Investing Specialists

Morningstar Runs the Numbers

Morningstar.com

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.

4.8% 
Morningstar's Tony Thomas looked at our contrarian investment strategy, which has been going strong for 25 years. Investors who bought 1998's unloved categories and rebalanced through the years earned 4.8% annualized through December 2018, he says.

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