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Investing Specialists

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.

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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, along with some outside news stories.

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. 

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
 Alphabet (GOOG) is spending $1.1 billion to buy staff and IP rights from HTC's smartphone division. Ali Mogharabi says this is a sign the firm is planning to emphasize end-to-end consumer hardware development

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.

Number of firms offering standalone long-term care insurance in 2000.

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

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Most Requested Stock Quotes
Berkshire Hathaway

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Intercept Pharmaceuticals
National Grid
Wells Fargo

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Vanguard 500 Index
Fidelity Contrafund
Vanguard Wellesley Income 
Dodge & Cox Stock
Vanguard Total Stock Market

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Vanguard Wellesley Income
PRIMECAP Odyssey Growth
Dodge & Cox Income
PRIMECAP Odyssey Stock
Vanguard Dividend Growth

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Vanguard High Dividend Yield ETF
Vanguard Total Stock Market ETF
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Vanguard Dividend Appreciation 

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Vanguard High Dividend Yield ETF
Vanguard Total International Stock ETF
Vanguard Dividend Appreciation ETF
Vanguard FTSE Developed Markets ETF
Vanguard FTSE Emerging Markets ETF does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.