Wednesday, November 26, 2014
Fund Spy
How increased merger activity shapes the risks and opportunities for this niche group of mutual funds.
Video Report
Pre-retirees should investigate long-term care insurance and HSAs as ways to hedge against health-care cost inflation and longevity risk in retirement, says Fidelity's John Sweeney.
The Short Answer
Here's a quick guide to locating company filings and the information you'll find in them.
Morningstar Minute: Medalist of the Week
Despite an upcoming manager change, Janus Global Research should remain a solid core holding with a significant cost advantage over its peers.
Heard on the Boards
This week we'd like to hear about the one you'd like to take back if you could.
    Morningstar Minute
    Morningstar Specialists
    More Commentary
    Market Barometer
    Lg
    Md
    Sm
    Value—Growth
    Day Return
    +1.25%
    0
    -1.25%
    1Wk Return
    +1.25%
    0
    -1.25%
    1Mo Return
    +4%
    0
    -4%
    3Mo Return
    +8%
    0
    -8%
    1Yr Return
    +20%
    0
    -20%
    3Yr Return
    +20%
    0
    -20%
    1Wk1Mo3Mo1Yr3Yr
    Market Consensus
    3.2%
    Actual
    3.9%
    Market Consensus
    1.3%
    Actual
    1.4%
    Market Consensus
    4.6%
    Actual
    4.9%
    Market Consensus
    NA
    Actual
    0.0%
    Market Consensus
    96.0
    Actual
    88.7
    Market Consensus
    NA
    Actual
    Market Indexes
    DJIA
    17,815
    -3.0
    0.0%
    S&P 500
    2,067
    -2.4
    -0.1%
    NASDAQ
    4,758
    3.4
    0.1%
    Morningstar U.S. Market
    5,201
    -5.1
    -0.1%
    Morningstar Small Cap
    7,745
    -3.9
    -0.1%
    Commodity Futures
    Gold
    $1,199.70
    0.22%
    Dec 14
    Light Crude
    $74.09
    0.00%
    Jan 15
    Natural Gas
    $4.42
    0.27%
    Jan 15
    Maturity
    %Yield
    6 Month
    0.07
    2 Year
    0.51
    5 Year
    1.58
    10 Year
    2.27
    30 Year
    2.97
    1 Yr Ago
    Last Close
    Data as of last close