Skip to Content
Investing Specialists

Tax Pitfalls, Bond Types to Tiptoe Around, and Foreign-Stock Picks

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 26.

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.

5
That's how many tax pitfalls investors can succumb to in a lofty market, according to Christine Benz.

15%
That's how much the average corporate-bond fund lost during the 2008-09 financial crisis, peak to trough. Eric Jacobson examines a trio of bond Morningstar Categories that suffered significant drawdowns during that period, took a long time to recover, and have been experiencing strong inflows during the past several years.

45
That's how many new strategies were added to the Morningstar Prospects list in June. Christopher Franz shines the spotlight on four of the funds.

$11.3 billion
That's how much Asahi is paying to acquire Carlton & United Breweries from Anheuser-Busch InBev (BUD). We think AB InBev is getting the better end of the deal.

1.36%
That's the expense ratio on Tweedy, Browne Global Value (TBGVX). We examine several high-expense Morningstar Medalist funds.

60%
That's China Mobile's (CHL) share of the wireless market in China. We take a look at this stock and three other high-quality, undervalued foreign stocks.

3,800
That's how many stocks are in the FTSE Developed All Cap ex US Index. We do a deep dive into Vanguard FTSE Developed Markets ETF (VEA), which tracks that index.

3.5%
That's the trailing 12-month dividend yield on iShares Core MSCI EAFE ETF (IEFA). Dan Sotiroff explains the pros and cons of seeking yield via foreign dividend funds.

$1.4 billion
That's UBS' (UBS) net profit for the second quarter. We think this company with superior profitability is a bargain today.

80%
That's Oakmark's (OAKMX) active share relative to the S&P 500. Here's our take on this Gold-rated standout.

Most Popular Articles 
Handle These Bond Categories With Care
4 Superior Foreign Stocks to Buy
A Midyear Financial To-Do List for Retirees
Funds With High Fee Hurdles
Among the Best Dividend-Growth Funds

Most Popular Videos 
3 Bold Bond Funds
Russ Kinnel's Favorite Funds
Harley Expands Outreach, Bikes to Attract Customers
2 Winning Muni Funds
New Ways to Think About Your Mortgage

Most Requested Stock Quotes
Microsoft
Apple
AT&T
Amazon.com
Bristol-Myers Squibb

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

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

Susan Dziubinski does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.