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.

Christine Benz says if you find yourself "crazy busy," then uncomplicating your portfolio is mission-critical. She says long-term index funds work well with the right allocations. She created three minimalist portfolios for savers. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.