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Investing Specialists

Wide-Moat Bargains, Dividend ETFs, and Reducing Home-Country Bias

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 28.

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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.

2
That’s how many stars three Morningstar Medalist funds receive. Find out why we like these funds, despite their unappealing star ratings.

$28.50
That’s our fair value estimate on  Kroger (KR). Of the traditional grocers, we believe Kroger is uniquely positioned to defend its returns against a competitive onslaught. Shares are undervalued, too.

23% and 36%
Those are the discounts at which the MSCI EAFE Index and MSCI Emerging Markets Index trailing price/earnings ratios are trading relative to the S&P 500. Leo Acheson argues that now may be the time to reduce your home-country bias.

2.7% 
That’s the jobless rate of workers age 55 and older, nearly 1 percentage point lower than the national rate of 3.6%. Contributor Mark Miller offers concrete steps to take to maintain your human capital as retirement nears.

Almost $8 billion
That’s how much Cohen & Steers Realty Shares (CSRSX) has in assets. David Kathman discusses whether this sizable asset base hinders the otherwise solid fund.

9
That’s how many stocks were added to the Morningstar Wide Moat Focus Index about a week ago. We look at the adds, drops, and the cheapest stocks in the index today .

7.23 percentage points 
That’s the spread in 12-month trailing yields for the highest- and lowest-yielding dividend exchange-traded funds in February 2008. Ben Johnson provides investors with a checklist for evaluating dividend ETFs.

$38
That’s our fair value estimate on  MGM Resorts International (MGM). We think shares are attractive.

Late 2015
That’s when the first fossil-fuel-free ETF made its debut. Jon Hale explains how to build a low-cost, fossil-fuel-free ETF portfolio.

About 25%
That’s how much of Vanguard International Dividend Appreciation Index's (VIAAX) portfolio is tucked in emerging-market stocks. We think the fund is an interesting way to gain access to dividend growers abroad.

Access all recent articles and videos in our archive.

Most Popular Articles
How Should Bond Investors Position for What Comes Next?
How Much of a Portfolio Should Be Invested in Bonds?
10 Cheap Wide-Moat Stocks
1- and 2-Star Morningstar Medalists
Calculate Your Net Worth

Most Popular Videos
4 Ways to Create a Hands-Off Portfolio in Retirement
3 Funds for Yield-Seekers
Considerations for Today's Bond Investor
3 Top Foreign-Stock Funds
3 Funds Run by Great Up-and-Comers

Most Requested Stock Quotes
AbbiVie
Apple
Microsoft
AT&T
Allergan

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

Most Requested ETF Quotes
SPDR S&P 500 ETF
Vanguard High Dividend Yield ETF
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation ETF
IShares Edge MSCI Minimum Volatility USA ETF

Morningstar.com does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.