Morningstar

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 Aug. 12.

Securities in This Article
Vanguard Wellington Fund Investor Shares
(VWELX)
Vanguard Equity-Income Fund Investor Shares
(VEIPX)
iShares MSCI USA Min Vol Factor ETF
(USMV)
HF Sinclair Corp
(DINO)
Vanguard High Dividend Yield Index Fund ETF Shares
(VYM)

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.

1999

The Dow, S&P 500, and Nasdaq all closed at

, the first time all three have done that since Dec. 31, 1999.

1.03

of all stocks covered by Morningstar.

1.14

All-time high median price/fair value ratio hit in December 2004.

100

:

We still believe that Macy's lacks a moat and is in a sector experiencing secular decline. In our opinion, department stores will continue to be forced to compete on price with newer e-commerce entrants and an oversaturated competitive environment. As such, we continue to think that long-term top-line growth will trail that of the overall retail sector and that, after the one-time bump in profitability from store closures, further margin gains will be muted without leverage upside.

$1 Billion

:

We believe the investment by Disney can be seen as an analogue to the company's previous investment in Maker Studios in that management perceived a deficiency in its understanding of a new media platform and corrected the deficit via investing in expertise and knowledge.

47.9% In the first quarter of 2016, 47.9% of all demand for gold came from investors. 37.3% was for jewelry, 8.5% from official sector purchases and the remaining 6.3% was for practical uses like dentistry and electronics. 1 year From NASA--a time-lapse one-year view of our planet.

Most Popular Articles, Videos, and Securities

Most Popular Articles

  • Beware These 6 Traps With Your Dividend Portfolio
  • Morningstar's Favorite High(er)-Yielding Equity Funds
  • July Ratings Activity Features Downgrades and New Ratings
  • 10 Great Balanced Funds
  • 7 Sustainable Large-Value Funds

Most Popular Videos

  • Asset Allocation Tips for a Lofty Market
  • Add Diversification With These 3 Small-Value Funds
  • Oakmark International Reopens Amid Opportunities, Outflows
  • Navigating a Low-Yield Environment in Retirement
  • With IT at a Crossroads, Cognizant Is Well-Positioned

Most Requested Stock Quotes Apple IBM Berkshire Hathaway Bristol-Myers Squibb Disney

Bristol-Myers Squibb

Gilead

Merck

Disney

HollyFrontier

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard Wellesley Income Vanguard Wellington Vanguard 500 Index Fidelity Contrafund

Most Requested Fund Analyses

Oakmark International

Vanguard Dividend Growth

Vanguard Equity-Income

Vanguard Wellington

Vanguard Wellesley Income

Most Requested ETF Quotes Vanguard High Dividend Yield ETF SPDR S&P 500 ETF Vanguard Total Stock Market ETF Vanguard Dividend Appreciation ETF Schwab US Dividend Equity

Most Requested ETF Analyses

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Schwab US Dividend Equity ETF

iShares Edge MSCI Min Vol USA

Vanguard Total Stock Market ETF

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