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.

3 That's how many days the 2019 Morningstar Investment Conference spanned. Find out what some of investing's top minds are thinking--and continue to read and watch our continued coverage next week, too.

25% That's how much Kinder Morgan KMI boosted its dividend by. We take a look at this dividend stock.

2 in 3 That's how many workers in the Employee Benefits Research Institute's latest survey said they're somewhat or very confident in their ability to retire. Christine Benz reviews a few key tactics pre-retirees and retirees should consider to dampen sequencing risk.

400 million That's how many shares of Coca-Cola KO Berkshire Hathaway BRK.A BRK.B owns. Karen Wallace explains how everyday investors can invest like Warren Buffett and Charlie Munger.

19% That's Costco's COST most recent returns on invested capital. Costco is one of six stocks that some of our favorite managers have been buying.

30,000+ A two-fund portfolio combining Vanguard Total World Stock ETF VT and Vanguard Total World Bond ETF BNDW would own that many securities, thereby substantially reducing idiosyncratic risk. Ben Johnson considers the various types of risk and how to manage them.

$290 That's our fair value estimate on undervalued ServiceNow NOW, which boasts the fastest organic growth story among the large-cap software firms we cover.

16% We think there's a 16% probability of a cold war between the United States and China. What could that mean for investors?

$650 billion We think that's the total addressable market for Uber UBER by 2022. We've assigned it a narrow-moat rating and $58 fair value estimate.

28 years That's how long Dan Fuss, the winner of the 2019 Morningstar Award for Investing Excellence: Outstanding Portfolio Manager, has been at the helm of Loomis Sayles Bond LSBRX. Laura Lutton reveals this year's other winners, too.

3% to 12% Small-company stocks make up that much of the total investable market capitalization of the U.S. stock market, depending on the index. Ben Johnson reviews the historical research on the "small-cap effect," weighing in with his own thoughts.

Access all recent article and video content in our archive.

Most Popular Articles What If This Turns Out to Be a Terrible Time to Retire? 5 Steps to a Refreshed, Rebalanced Portfolio Fund Pairings for Your IRA 6 Stocks Top Managers Like A Dividend-Growth Fund to Ride Out Market Downturns

Most Popular Videos Is Berkshire Undervalued Today? A 25% Dividend Boost for This Energy Firm Is There Really a Retirement Crisis? Key Insights From the Berkshire Hathaway Annual Meeting How to Pick Stocks Like Warren Buffett

Most Requested Stock Quotes IBM 3M AT&T Apple CVS

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

Most Requested ETF Quotes Vanguard Dividend Appreciation Vanguard Total Stock Market ETF SPDR S&P 500 ETF Vanguard High Dividend Yield ETF Vanguard S&P 500 ETF