Tax Pitfalls, Bond Types to Tiptoe Around, and Foreign-Stock Picks

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.

5 That's how many tax pitfalls investors can succumb to in a lofty market, according to Christine Benz.

15% That's how much the average corporate-bond fund lost during the 2008-09 financial crisis, peak to trough. Eric Jacobson examines a trio of bond Morningstar Categories that suffered significant drawdowns during that period, took a long time to recover, and have been experiencing strong inflows during the past several years.

45 That's how many new strategies were added to the Morningstar Prospects list in June. Christopher Franz shines the spotlight on four of the funds.

$11.3 billion That's how much Asahi is paying to acquire Carlton & United Breweries from Anheuser-Busch InBev BUD. We think AB InBev is getting the better end of the deal.

1.36% That's the expense ratio on Tweedy, Browne Global Value TBGVX. We examine several high-expense Morningstar Medalist funds.

60% That's China Mobile's CHL share of the wireless market in China. We take a look at this stock and three other high-quality, undervalued foreign stocks.

3,800 That's how many stocks are in the FTSE Developed All Cap ex US Index. We do a deep dive into Vanguard FTSE Developed Markets ETF VEA, which tracks that index.

3.5% That's the trailing 12-month dividend yield on iShares Core MSCI EAFE ETF IEFA. Dan Sotiroff explains the pros and cons of seeking yield via foreign dividend funds.

$1.4 billion That's UBS' UBS net profit for the second quarter. We think this company with superior profitability is a bargain today.

80% That's Oakmark's OAKMX active share relative to the S&P 500. Here's our take on this Gold-rated standout.

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