Monday, November 12, 2012
DAY 1: STATE OF THE WORLD
Despite large ongoing redemptions among certain foreign-stock categories, those who have stayed invested have earned a positive year-to-date return, says Morningstar fund analyst Shannon Zimmerman.
FUND SPY
Quant funds do what Billy Beane does, but neither one is a lock, writes Morningstar's Russ Kinnel.
STOCK STRATEGIST
Even so, threats from search newcomer Qihoo are overblown, writes Morningstar analyst Dan Su.
ETF WEEKLY
Plus, Research Affiliates settles its patent infringement lawsuit against WisdomTree, and Global X prepares a U.S.-only "SuperDividend" ETF.
PERSPECTIVES: PIMCO
The base case for a fiscal cliff resolution continues to be a lame-duck mini-deal, but there is now a greater likelihood of so-called tail events, writes PIMCO's Libby Cantrill and Josh Thimons.
HEARD ON THE BOARDS
Readers share their thoughts on plans you can make now, before a disaster strikes.
VIDEO REPORT
Differences in stated returns and investor returns in ETFs are more dependent on time periods and other factors versus destructive investor behaviors spurred by the intraday tradability of ETFs, says Vanguard's Fran Kinniry.
READING INDICATORS
With large declines this week, markets were signaling that Congress must start solving the fiscal cliff--now.
CEF WEEKLY
Return of capital is not the same as a share buyback, and Morningstar's Mike Taggart notes how simple math shows this.
STOCK ANALYST NOTES
Firmwide results across key business units was impressive, according to Morningstar's Michael Corty.
FUND TIMES
After previously withdrawing its IPO paperwork in December, Artisan readies another IPO. Also, Brandes announced its CEO will step down, TCW says goodbye to two PMs, American Century names a new COO, and Wells Fargo reopens some target-date funds.
BOND STRATEGIST
Delayed by the storm, new issuance surged late last week. Plus, we examine the credit impact on utilities and munis.
Market Barometer
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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% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
Stock News
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Popular Fund Quotes
News Archives
Nov 9
Market Consensus
NA
Actual
0.2%
Nov 9
Market Consensus
NA
Actual
0.3%
Nov 9
Market Consensus
83.0
Actual
84.9
Market Consensus
0.4%
Actual
1.1%
Nov 13
Market Consensus
-$113.0B
Actual
Nov 14
Market Consensus
Actual
Market Indexes
DJIA
12,815
0.0
0.0%
S&P 500
1,380
0.0
0.0%
NASDAQ
2,905
0.0
0.0%
Morningstar U.S. Market
3,459
0.0
0.0%
Morningstar Small Cap
5,121
0.0
0.0%
Maturity
%Yield
6 Month
0.15
2 Year
0.27
5 Year
0.65
10 Year
1.61
30 Year
2.75
1 Yr Ago
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