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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 Feb. 1.

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.

Over five days this week, Christine Benz's 2019 Portfolio Tuneup special report aimed to help troubleshoot problem spots and put your portfolio on track for the year ahead. She tackles portfolio viability, asset allocation, holdings quality, volatility, and offers her model portfolios.