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Mid-Year Update of Most-Researched Investments in Morningstar Platforms Shows Investors Focused on Large-Cap Equities, Institutions Moving Toward International Exposure8-6-13 10:45 AM EDT

CHICAGO, Aug. 6, 2013 /PRNewswire/ -- Individual investors, advisors, and institutions continued to show interest in large-cap equity strategies in the first half of 2013, according to a list of the most-researched investments in Morningstar's platforms. The mid-year snapshot also finds individual investors seeking dividends, financial advisors exploring allocation funds and income investments, and institutions searching for opportunities internationally.

Highlights of the most-researched investments in Morningstar platforms during the first half of 2013 include:

"Core equity and bond strategies largely remain the most-researched investments across our main product platforms, but changes to the number of searches in niche categories indicate that investors were switching gears in the first half of the year," Paul Justice, director of fund research for Morningstar, said. "In the institutional segment, we saw a dramatic increase in interest in international preferred stock and junk-rated domestic bonds, likely because of the rapid shift in interest rates in the United States."

"Within separate accounts, the new additions to the list indicate how institutions have changed sentiment," Justice added. "According to searches in our software platforms, portfolio managers seem to be reinvigorating their search for income and international exposure following the rise in interest rates and perhaps the overheated performance of U.S. equities relative to the rest  of the world."

Morningstar compiled the list by totaling the most-researched mutual funds, exchange-traded funds (ETFs), and separate accounts from Jan. 1, 2013, through June 30, 2013, on Morningstar Direct, its global investment analysis platform for institutional investors. Morningstar also assembled a list of the most-researched mutual funds and ETFs from Morningstar Advisor Workstation, its investment planning and research platform for financial advisors, and Morningstar.com, the company's site for individual investors, for the same time period.

Most Researched Investments, Jan. 1June 30, 2013—Individual Investors (Morningstar.com):

Mutual Funds

Fund Name

Ticker Symbol

Category

Vanguard Dividend Growth Inv

VDIGX

Large Blend

Fidelity Contrafund

FCNTX

Large Growth

Yacktman Svc

YACKX

Large Blend

Vanguard Wellesley Income Inv

VWINX

Conservative Allocation

Fairholme

FAIRX

Large Value

PRIMECAP Odyssey Aggressive Growth

POAGX

Mid-Cap Growth

Fidelity Small Cap Discovery

FSCRX

Small Blend

Fidelity Floating Rate High Income

FFRHX

Bank Loan

Vanguard Capital Opportunity Inv

VHCOX

Large Growth

(Tie)Oakmark International I

T. Rowe Price Capital Appreciation

Vanguard Wellington Inv

OAKIX

PRWCX

VWELX

Foreign Large Blend

Moderate Allocation

Moderate Allocation

 

ETFs

ETF Name

Ticker Symbol

Category

Vanguard Dividend Appreciation ETF

VIG

Large Blend

Vanguard FTSE Emerging Markets ETF

VWO

Diversified Emerging Markets

PowerShares Senior Loan Portfolio ETF

BKLN

Bank Loan

Vanguard High Dividend Yield Index ETF

VYM

Large Value

Vanguard REIT Index ETF

VNQ

Real Estate

Vanguard FTSE All-World Ex-US ETF

VEU

Foreign Large Blend

PIMCO Total Return ETF

BOND

Intermediate-Term Bond

WisdomTree Emerging Markets Equity Income ETF

DEM

Diversified Emerging Markets

JP Morgan Alerian MLP Index ETN

AMJ

Equity Energy

WisdomTree Emerging Markets SmallCap Dividend ETF

DGS

Diversified Emerging Markets

 

Most Researched Investments Jan. 1June 30, 2013—Financial Advisors (Morningstar Advisor Workstation):

Mutual Funds

Fund Name

Ticker Symbol

Category

Templeton Global Bond A

TPINX

World Bond

Franklin Income A

FKINX

Conservative Allocation

American Funds Capital Income Builder A

CAIBX

World Allocation

American Funds Capital World Growth & Inc. A

CWGIX

World Stock

Fidelity

FFIDX

Large Growth

American Funds Income Fund of America A

AMECX

Moderate Allocation

American Funds Growth Fund of America A

AGTHX

Large Growth

American Funds Fundamental Investor A

ANCFX

Large Blend

Mutual Global Discovery A

TEDIX

World Stock

Franklin Rising Dividends A

FRDPX

Large Blend

 

ETFs

ETF Name

Ticker Symbol

Category

Energy Select Sector SPDR

XLE

Equity Energy

iShares MSCI EAFE Index

EFA

Foreign Large Blend

iShares Core Total US Bond Market ETF

AGG

Intermediate-Term Bond

Vanguard Total Bond Market ETF

BND

Intermediate-Term Bond

SPDR S&P 500

SPY

Large Blend

SPDR Gold Shares

GLD

Commodities Precious Metals

iShares Barclays TIPS Bond

TIP

Inflation-Protected Bond

SPDR S&P Dividend

SDY

Large Value

iShares Russell 1000 Growth Index

IWF

Large Growth

Vanguard FTSE Emerging Markets ETF

VWO

Diversified Emerging Markets

 

Most Researched Investments Jan 1. – June 30, 2013—Institutional Investors (Morningstar Direct):

Mutual Funds

Fund Name

Ticker Symbol

Category

PIMCO Total Return Instl

PTTRX

Intermediate-Term Bond

Harbor International Instl

HAINX

Foreign Large Blend

Oppenheimer Developing Markets A

ODMAX

Diversified Emerging Markets

Dodge & Cox International Stock

DODFX

Foreign Large Blend

Templeton Global Bond Adv

TPINX

World Bond

Fidelity Contrafund

FCNTX

Large Growth

Dodge & Cox Stock

DODGX

Large Blend

Vanguard 500 Index Signal

VIFSX

Large Blend

T. Rowe Price Equity Income

PRFDX

Large Value

T. Rowe Price Growth Stock

PRGFX

Large Growth

 

ETFs

ETF Name

Ticker Symbol

Category

SPDR S&P 500

SPY

Large Blend

Vanguard FTSE Emerging Markets ETF

VWO

Diversified Emerging Markets

iShares MSCI Emerging Markets Index

EEM

Diversified Emerging Markets

iShares MSCI EAFE Index

EFA

Foreign Large Blend

SPDR Gold Shares

GLD

Commodities Precious Metals

iShares Russell 2000 Index

IWM

Small Blend

iShares Barclays TIPS Bond

TIP

Inflation-Protected Bond

iShares Core Total U.S Bond Market ETF

AGG

Intermediate-Term Bond

Vanguard REIT Index ETF

VNQ

Real Estate

iShares Russell 1000 Growth Index

IWF

Large Growth

 

Separate Accounts

Strategy Name

Category

Wedgewood Concentrated Large Cap Growth

Large Growth

Schafer Cullen High Dividend Value Equity

Large Growth

Nuveen Intermediate-Term Municipal

Muni National Intermediate

Harding Loevner International Equity ADR

Foreign Large Growth

Federated Strategic Value Dividend MA

Large Value

CS McKee Value Equity

Large Value

Neuberger Berman Large Cap Discovery Growth (SMA)

Large Growth

WHV International Equity

Foreign Large Growth

Invesco International ADR Growth-SMA/WRAP

Foreign Large Growth

Winslow Capital Management Large Cap Growth

Large Growth

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 433,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $166 billion in assets under advisement and management as of June 30, 2013. The company has operations in 27 countries.

The above is for information purposes only and should not be considered a solicitation to buy or sell any security or to participate in a managed separate account program noted.

©2013 Morningstar, Inc. All rights reserved.

MORN-P

Media Contact:
Alexa Auerbach, 312-696-6481, alexa.auerbach@morningstar.com

SOURCE Morningstar, Inc.

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