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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 May 3.

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.

18.79% That's how much of Davis NY Venture's NYVTX portfolio rests in stocks among Berkshire Hathaway's BRK.A/BRK.B top-10 common stock holdings. David Kathman takes a look at other funds that buy like Buffett.

$139,000 A 70-year-old retiree with an annual benefit of $12,000 could have converted to a $139,000 lump sum distribution. Contributor Mark Miller discusses when lump sum pension payouts make sense.

$5.5 billion That's how much investors saved in fund fees in 2018, according to new Morningstar research.

5% That's how much of the global financial-assets market emerging-markets stocks account for. John Rekenthaler explains why he thinks emerging markets shouldn't qualify as their own asset class.

$520 billion That's Berkshire Hathaway's market cap. It's a lot harder for a business to grow its earnings when its market cap is that large. Karen Wallace takes a look at five stocks with Buffett-like qualities; while these stocks may be too small for Berkshire to buy, they're not out of reach for the rest of us.

$200 That's our fair value estimate on Apple AAPL, which reported earnings this week. Here's Morningstar's take.

82%/18% That's the current asset allocation of a portfolio that was 60% stock/40% bond a decade ago and hasn't been touched since. Christine Benz shares five steps for rebalancing.

2 Morningstar has retired its intermediate-term bond category and introduced two new bond categories: intermediate core bond and intermediate core-plus bond. Sarah Bush discusses where some of the largest bond funds now land.

$240 That's our fair value estimate on Berkshire Hathaway's B shares. Analyst Gregg Warren talks about whether the stock is overvalued or undervalued today.

Access all recent article and video content in our archive.

Most Popular Articles Whatever Happened to Emerging-Markets Stock Funds? Why Index Funds and ETFs Are Good for Retirees 5 Stocks Buffett Might Buy, if He Could Funds That Buy Like Buffett, 2019 Is Hiring an Advisor 'Worth It'?

Most Popular Videos 3 Funds That Have Lost Their Mojo Do Bonds Still Have a Place in Retiree Portfolios? These Funds Help Retirees Spend Down the Nest Egg 3 ETFs for Equity Exposure With Low Volatility Are Investors Paying Lower--or Simply Differrent--Fees?

Most Requested Stock Quotes IBM Apple CVS 3M Intel

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

Most Requested ETF Quotes SPDR S&P 500 Index Vanguard Total Stock Market ETF Vanguard High Dividend Yield ETF Invesco QQQ Trust Vanguard S&P 500 ETF

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