The good news is that, as we describe below in detail, we still see a lot of value in the “great unloved,” or the middle part of the market that actually looks attractively priced against today’s low interest rate backdrop, particularly if significant operational improvement can be implemented.

Non-U.S. markets are now cheap enough that, even with their flawed compositions (which is why we prefer Private Equity to Public Equity outside the U.S.; see below for details), they warrant investor attention for at least a cyclical “catch-up trade.” Also, central bank liquidity trends are now generally more in favor of international markets.

this year we want to allocate additional dollars to vehicles that are capturing the explosion in buying power that is being unleashed in Asia. By way of background, there are now a total of 826 million millennials in Asia, compared to 67 million in the United States. Because of this segment’s heft, total consumption in Asia actually passed that of Europe in 2011, and it is poised to exceed the U.S. by 2022. How should one invest behind this theme? See Section IV for more details, but personal financial services, healthcare services, wellness/beauty, healthier foods, and food safety should all be major long-term beneficiaries of the environment we are envisioning.

Here's something a little different!
Capital One is offering a cash bonus of $200 on their new 360 Performance Savings Account. Deposit $10,000 within 10 days of account opening and you will receive a $200 cash bonus into your account after 90 days.
The current APY for this account is 1.8%. With a $200 cash bonus on $10,000 that boosts the effective 12 month return to 3.8%. Not bad for an FDIC insured investment. I've already taken advantage of this offer. Here's the link:
https://www.capitalone.com/save1000/

I thought this was just an early April Fools joke.

“The average 401(k) balance rose 17% last year to $112,300 from the end of 2018, according to a review of 17.3 million accounts by Fidelity Investments. The average individual retirement account, or IRA, balance rose the same percentage to $115,400”.
- Socking away more ? The balance increases reported don’t reflect that, since the S&P rose 31+% in 2019 (according to the article).
- Are these numbers for only Fidelity’s clients? Or are they referencing data for the total of all U.S. retirement savers? If only Fidelity, numbers may not be representative.
- Do the reported balances represent all retirement plans - or just those where the holder hasn’t yet retired? (Let’s hope it’s the former.)
- I contended a while back (some other thread) that worker contributions tend to increase when markets are richly valued. Fidelity’s observations might support that.

DHEAX has been discussed well back into 2019 at M*. Not sure if you are referring to MFO only.
================================
Well, that's the thing about the internet...
According to this M* search, the first post about DHEAX was on 10/30/2019:
https://community.morningstar.com/t5/forums/searchpage/tab/message?q=dheix&noSynonym=false&collapse_discussion=true
According to this M* search, the first post about DHEIX was by yogi in a Barron's Summary on 04/29/2019:
https://community.morningstar.com/t5/forums/searchpage/tab/message?q=dheix&noSynonym=false&page=2&collapse_discussion=true
The majority of posts about them, here and there, have been in the last TWO months, yet posters like to celebrate them (and hundreds of other funds) as though they knew about them/owned them during the period they refer to them as the better/best.
So what's your point again?

DHEAX has been discussed well back into 2019 at M*. Not sure if you are referring to MFO only.
================================
Well, that's the thing about the internet...
According to this M* search, the first post about DHEAX was on 10/30/2019:
https://community.morningstar.com/t5/forums/searchpage/tab/message?q=dheix&noSynonym=false&collapse_discussion=true
According to this M* search, the first post about DHEIX was by yogi in a Barron's Summary on 04/29/2019:
https://community.morningstar.com/t5/forums/searchpage/tab/message?q=dheix&noSynonym=false&page=2&collapse_discussion=true
The majority of posts about them, here and there, have been in the last TWO months, yet posters like to celebrate them (and hundreds of other funds) as though they knew about them/owned them during the period they refer to them as the better/best.
So what's your point again?

stillers: And I never understood your "All bonds all the time/bond OEF momentum" investment strategy when markets have gone up FOR 10 YEARS.
It should be noted that you posted on M* that you sold all of your stocks near/at EOY 2019, you have not reported any stock buys since then, staying 100% in bond OEFs. So despite you reporting that data, you have not participated in any of the 2020 YTD stock market gains.

The above was your usual inaccurate agenda. I owned stocks constantly several years in the last 10 years. In the last 2 years and especially since retirement, I'm invested mostly in bond OEFs and I trade stocks/ETF/CEF several times annually. That fits perfectly with my goals which I exceeded easily
I don't post most of my trades and holdings anymore.
In the past, you said several times that
1) I will never retire but I did
2) I will never have enough but I already have more than 30 times our annual expense without drawing social security.
and now you said, "So despite you reporting that data, you have not participated in any of the 2020 YTD stock market gains." I didn't claim that I used "sell trailing stop" it was just a generic post. There is no way for you to know if I owned stocks and how long.

I can't find where you posted your holdings, their % and trades in the last 1-2 years. Your quote said "markets have gone up FOR 10 YEARS" while you were holding a huge % in CD and bond OEFs for years

@Gary1952 Of course there is a correction coming......................someday. There always is.

No correction is needed unless you can find something wrong I said.
My comment about sell trailing stop was a generic one that I used to do years ago. I do trade riskier funds short-term, usually days to 2 weeks.
I suggest that you guys stay on topic and not rehash Morningstar posts, after all, this is MFO.