Displaying 526 results
December stock flows highest since April 2000
And passive once again clobbers active.
Morningstar announces top fund managers
Oakmark's David Herro takes his third award in the international stock fund category
Smart-beta strategies hot with stocks, not with bonds
Liquidity and indexing issues figure into the small number of fixed-income funds in this space.
Vanguard’s market share keeps growing
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.
The long and short of long-short funds
Make sure you know what you're getting before you take a ride.
Smart-beta returns track their Morningstar categories
A few are just a bit smarter than the average.
Ameriprise tells clients to sell OppenheimerFunds municipal-bond funds holding Puerto Rico debt
Oppenheimer has about $3.5 billion in Puerto Rican debt spread across 19 funds, according to Morningstar.
Fund flows make screeching U-turn after election
Money flows out of bonds into stocks.
Morningstar to create new style box for liquid alt funds
It will help advisers and investors measure correlation and volatility of past returns.
Morningstar cuts index benchmarking fees to zero
Through the launch of its Open Indexes Project, the fund tracker is now offering free access to more than 100 global equity indexes and hopes to build a brand as well.
Little bloodshed in bond market so far as interest rates rise
Despite redemptions, largest bond funds hold up well.
Morningstar launches ETF analyst ratings for 250 funds
Morningstar has rolled out analyst ratings for 250 exchange-traded funds worldwide, 100 of which are U.S.-based. The…
Morningstar’s sustainability ratings: An opportunity to talk to your clients about responsible investing
The ratings cover about 20,000 mutual funds which span a broad spectrum of both ESG-themed and traditional funds
Handful of mutual funds set up for big capital gains distributions
Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend
Financial advisers miss the mark by measuring alternative investments against stock market
It's no different than comparing stocks to bonds.
What to do when smart beta looks like dumb beta
How to deal with clients when your smart beta ETF recommendation goes south.
Bond-fund investors feel the sting of rising Treasury yields
The yield on the bellwether 10-year Treasury note has jumped from 1.37% in early July to 1.70 Thursday.
Expect higher than average capital-gains distributions this year: Morningstar
Long bull market, big outflows from active funds are the main culprits.
DOL fiduciary rule expected to put new pressure on mutual fund expenses
Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
Embracing the reality of where the money is headed.
