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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 March 15.

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.

$718 Billion That's the 2020 budget proposal number the Department of Defense submitted to Congress. Chris Higgins takes a look at which companies stand to benefit most.

11 Only 11 small-cap-focused mutual funds and exchange-traded funds earn our top Morningstar Analyst Rating of Gold. Susan Dziubinski takes a look at the list.

2034 Social Security's combined retirement and disability trust funds are forecast to be exhausted this year. Contributor Mark Miller takes a look at some of the latest fixes being talked about in Washington.

$5,500 That's the contribution limit for those under age 50 who'd like to contribute to an IRA for 2018. Christine Benz offers her tips to those making last-minute IRA contributions.

5% Vanguard's latest report about defined-contribution plan participant behavior shows that just 5% of employees in the firm's administered plans had concentrated positions in employer stock in 2017, down from 11% a decade earlier. Christine Benz discusses why holding your employer's stock in your retirement plan is usually bad idea.

8800 That's the IRS Form number you'll need if you're eligible for the saver's credit for 2018. Karen Wallace reviews this credit and 11 other deductions and credits you shouldn't overlook.

62.49% Although SPDR S&P 500 ETF SPY has almost all of its assets domiciled in the United States, just 62.49% of revenue from the companies in the portfolio originates in the United States. Gabrielle Dibenedetto illustrates how some U.S. equity ETFs are more global than investors might think.

Most Popular Articles 10 Funds Get Downgraded in February 11 Exceptional Small-Cap Funds 4 Downgrades Highlight Fundamental Weakening The Biggest Mutual Fund Companies Have Indeed Been Better 13 Stocks to Buy on a Dip

Most Popular Videos 2 Undervalued Stocks with Strong, Secure Dividends A Strong Inflation Hedge From Vanguard The Recipe for Finding Fantastic Funds This Gold-Rated Fund Follows Its Rules 6 Tips for Last-Minute IRA Contributions Most Requested Stock Quotes BoeingApple Amazon.com AT&T CVS Health

Most Requested Fund Quotes Vanguard 500 Index Fidelity Contrafund T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index Fidelity 500 Index

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