Skip to Content
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 Jan. 25.

Mentioned: , ,

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.

Morningstar's Tony Thomas looked at our contrarian investment strategy, which has been going strong for 25 years. Investors who bought 1998's unloved categories and rebalanced through the years earned 4.8% annualized through December 2018, he says.

Susan Dziubinski examined our Wide-Moat Focus Index. After the most recent reconstitution on Dec. 21, half of the portfolio added 15 positions and eliminated 15. She also noted the 10 cheapest stocks as of Jan. 17.

Christine Benz analyzed the performance last year of the Bucket strategy to see if the cash holding did its job. She found that the real standout in her Aggressive Bucket Portfolio last year was cash, gaining almost 2%. 

$5.5 billion
Jon Hale says ESG funds bucked the trend, with U.S.-domiciled open-end and exchange-traded funds that practice sustainable investing attracting nearly $5.5 billion in net flows last year. He says that's the third straight year of record annual net flows to sustainable funds. 

Karen Wallace breaks down two ways to lower your taxes when paying for college. She shows the differences in the American Opportunity Tax Credit or the Lifetime Learning Credit.

Most Popular Articles

Most Popular Videos

Most Requested Stock Quote
Altria Group

Most Requested Fund Quotes
Vanguard 500 Index
Fidelity Contrafund
Vanguard Total Stock Market Index
T. Rowe Price Blue Chip Growth
Dodge & Cox Stock

Most Requested ETF Quotes
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation
Vanguard S&P 500 ETF
Vanguard High Dividend Yield ETF does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.