Stocks to Avoid, Fund Upgrades and Downgrades, and Managing Long-Term Care Costs

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.

8 That's how many funds earned Morningstar Analyst Rating upgrades last month. Six funds were downgraded. See the entire list.

10% That's about how much of the overall stock market that small-cap stocks represent. Russ Kinnel shares three of his favorite actively managed funds in the small-cap space.

About half That's how many people turning age 65 will require some type of long-term care in their lifetimes. Christine Benz urges readers to develop a long-term-care action plan.

161% That's how much above our fair value estimate Netflix NFLX is trading. We take a look at six other high-uncertainty stocks that are overpriced by 70% or more by our metrics. These are stocks to avoid today.

$11 West Texas Intermediate Crude has fallen by that amount per barrel since April. Thanks to falling oil prices, we're seeing plenty of opportunity among energy stocks.

50% Manufacturing, energy, and financial concerns account for that percentage of high-yield bonds--a similar weighting to that of the large-cap value stock index. John Rekenthaler weighs in on whether these bonds are necessary for a portfolio.

30 years That's how long Joel Tillinghast has been managing Fidelity Low-Priced Stock FLPSX. Tillinghast is one of several managers nominated for Morningstar's recent awards for investing excellence.

6.7% vs. 0.7% Vanguard Long-Term Treasury Index VLGSX gained 6.7% in May while Vanguard Short-Term Treasury Index VSBSX was up just 0.7%. The reason for the difference in returns: duration. We explain how to be a duration detective.

30% That's how much upside we see for the stock of Goldman Sachs GS. Here's why we like it.

65 years old Medicare requires enrollees to sign up during a seven-month Initial Enrollment Period that includes the three months before, the month of, and the three months following your 65th birthday. (People who are still employed when they turn 65 can stay with employer-provided group coverage.) Mark Miller discusses how to get the transition to Medicare right.

An annualized 7.4% That's how much Yale's endowment fund returned in the 10 years from mid-2008 through mid-2018 (the latter being the date of the fund's most recent report). During that same time period, the three largest target-date 2035 mutual funds, from Vanguard, Fidelity, and T. Rowe Price, returned 7.3%, 6.7%, and 8.0%, respectively. John Rekenthaler takes a deep dive into the celebrated fund's performance and provides some key takeaways.

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