Morningstar Runs the Numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Sept. 22.
This article mentions funds that have an issuer-initiated rating and/or track a Morningstar Index. For full disclosure information, please refer to the specific funds, which are demarcated with a * symbol, listed below.
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.
43 Every year Russ Kinnel uses a few key screens to find fantastic funds out of more than 8,000 in our database. This year only 43 made the cut.
$1,700 John Rekenthaler took a look back at the headlines generated by Southern California bond managers in recent years. He says that in hindsight, the amount of concern over whether to stay at a firm or not after a manager departed was overblown. Looking at what happened to a $100,000 investment in a number of bond shops over the past three years is instructive.
The two winners put their investors about $1,700 ahead of the benchmark, the largest loser is about $1,700 behind, and the modest loser $600 in the relative hole. Are those big numbers? Well, it depends. If somebody were to hand you a $1,700 envelope after you finished reading this article, you'd be delighted (and would likely read my columns more often). On the other hand, on a $100,000 investment that's but a portion of a larger portfolio, that amount isn't terribly meaningful. The next day the financial markets dip, you'll lose more than that.
$1.1 billion
We think the firm is targeting the smartphone and overall consumer hardware market more aggressively to maintain and/or grow its dominance in the online search market. We believe this could further strengthen Alphabet's network effect and intangible assets moats as Pixel and other hardware can bring in more users, increasing user count and user engagement, from which more data will be compiled and utilized to drive more online ad revenue growth. It remains to be seen whether such a tactic will bear fruit, as Google is in fierce competition with Apple and Samsung within the smartphone market.
125 Number of firms offering standalone long-term care insurance in 2000.
15 Number of firms currently offering standalone long-term care insurance. In a video, Christine Benz explored this and other dramatic changes that are impacting the long-term care space today.
Most Popular Articles
- Kinnel: 43 Fantastic Funds
- Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
- Should You Make IRA Contributions After 65?
- This Fund Finds Yield Without Loading Up on Risky Stocks
- What Are Your Options for an Inherited IRA?
Most Popular Videos
- Kinnel's Favorite Low-Cost Active Funds
- Higher Prices, Fewer Players in Long-Term Care Insurance
- Coca-Cola Serves Up Attractive Dividend Growth
- Apple Raising the Bar on Pricing With New Products
- 3 Top Allocation Funds Across Categories
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