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Morningstar Inc.

Displaying 526 results

Topic

As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

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Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

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Jeffrey Gundlach says the stock market pullback is just getting started

Breakfast with Benjamin DoubleLine's Jeffrey Gundlach thinks that as painful as it's been over the past week, the markets still need a thorough housecleaning.

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Liquid alts funds pass first real test with flying colors

Reducing downside risk as traditional strategies bite the dust amid market meltdown.

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That awkward moment when the Fed realizes it can’t raise interest rates

Breakfast with Benjamin: William Dudley, president of the New York Fed, says delaying a rate hike until 2016 'will be awkward.'

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Fear and greed swamp stocks as volatility spikes

Panic selling off the opening bell leads to investors buying the drop but more losses possible as all eyes focus on China's problems.

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  • August 24, 2015

Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

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Fight those Fed fears and stick with dividend investment

Dividend rally is slowing, but still alive and well.

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  • August 14, 2015

As gold comes under attack, advisers show their mettle

Permanent allocations to the precious metal come under fire again as market slides, but advisers who believe in the asset are ready to double down.

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The S&P 500 Index is giving investors plenty of international exposure

Breakfast with Benjamin: Companies in the S&P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

Topic
  • August 13, 2015

Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

Topic
  • August 12, 2015

Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

Topic

Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

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Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.

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DoubleLine’s Jeffrey Gundlach says $40 oil is something to worry about

Breakfast with Benjamin DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.

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Facebook stock-fraud venture lands fund manager in hot water

Breakfast with Benjamin: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.

Topic
  • August 9, 2015

American Funds making inroads with fee-based advisers

In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.

Topic
  • August 4, 2015

ETF pioneer Ben Fulton launches torpedo at an idea he helped popularize

Former PowerShares executive says the exchange-traded fund world includes “some really ill-conceived ideas.”

Topic
  • July 30, 2015

MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

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Pimco’s brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. (Don't miss the Top 10 most trusted mutual fund companies.)