Cheap but Risky Stocks, Fund Ratings Performance, and Bonds

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.

$13 billion That's how much Intel INTC spent on R&D annually from 2016 to 2018, which is well ahead of most of its peers. We think investors are counting out the firm too soon; here's why.

More than 60 years 3M MMM has increased its dividend annually during this time span. We think the stock should be on dividend seekers' watchlists.

26 That's how many managers' holdings are represented in the Morningstar Ultimate Stock-Pickers Index. We take a look at the index's top holdings today.

$1 million versus $1.02 billion The former is the annual revenue generated by Morningstar MORN in 1988; the latter, revenue in 2018. John Rekenthaler looks back at the company to illustrate three keys to an emerging company's success.

3 That's how many different types of Morningstar fund ratings exist. Jeff Ptak takes a look at the performance of each.

9/2013 That's when John Rekenthaler first published a column examining the idea of buy-and-hold being dead. He revisits that idea nearly six years later.

$2 billion That's how much money investors pulled from funds in May. We take a look at recent fund-flow trends.

7 That's how many stocks with Morningstar Uncertainty Ratings of High are trading at Morningstar Ratings of 5 stars. These names are good choices for investing daredevils.

78.6% and 95.9% A simple trend-following strategy that held U.S. stocks just 78.6% of the time during the past 40 years captured 95.9% of the Russell 3000 Index's returns. Alex Bryan explains how trend-following can help cut risk while capturing most of the market's returns.

$158 That's our fair value estimate on Estee Lauder EL. Here's why we'd find it compelling at a larger margin of safety.

8 That's how many installments there are in our new special report, How and Why to Invest in Bonds: A Morningstar View.

60% That's how much of Christine Benz's conservative bucket portfolios rest in bonds. She takes a look at how to assess bond risk.

2014 That's when Dodge & Cox Global Bond DODLX made its debut. We recently upgraded its Morningstar Analyst Rating to Silver. Here's why.

11 That's how many money tasks we'll tackle in our new series, Weekend Money Projects.

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