Investing Specialists

Morningstar Runs the Numbers

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. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.