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Where are the fund shareholders’ yachts?
They have more to cheer about than those who own the funds themselves
Alternative bond funds get a C grade
Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.
Are retirees holding too many bonds?
Don't overlook Social Security, Bogle warns; 'greatest fixed income'.
Live from Morningstar – Tao of Pooh? Doing nothing not a bad idea in this market, says GMO’s Montier
Clients should be sitting on some cash — and should not be fully invested
Chart of the day: Morningstar’s top 10 stock purchases
Comeback-kid AIG tops the latest "Ultimate Stock-Pickers" list from Mornngstar, which covers the third quarter and early part of the fourth.
Behind BlackRock’s latest salvo in ETF price … contretemps
Fee cuts are part innovation, part marketing brilliance; don't call it a war, though
The ‘cult of equity’ isn’t dying — it’s going passive
While investors have been pulling out of actively managed equity funds for years, the same can't be said for their passive managed counterparts
Morningstar expands coverage of alternatives universe
Initial coverage encompassed 40 funds; so far, only one merits a gold star
Debunking the dinar
Over the past 12 months, investors have poured about $3 billion into currency mutual funds, according to Morningstar Inc.
Bankruptcies apparently no bother to investors piling into munis
Apparently, the recent municipal bankruptcies in California, along with fiscal fires in other states, don't seem to be cowing investors, who continue to stampede into muni bond mutual funds.
U.S. investors still plowing into bond funds
The general movement out of equity mutual funds and into bond funds continued in June, according to the Direct Fund Flows report from Morningstar Inc.
Advisers’ enthusiasm over alternatives curbed
High fees, lower returns and flagging growth have taken toll on advisers' alternatives enthisiasm: Morningstar
INsider: Bond fund bubble now the size of a zeppelin
Morningstar issues warning about 'staggering' inflows into taxable debt funds
No rising rates, no problem: Floating-rate funds still appealing
Steady-rate outlook has investors fleeing, leaving value play for some
Fairholme Fund back on top to start the year
Sticking to his guns has paid off for Bruce Berkowitz so far in 2012, as his Fairholme Fund was up 17% in January
Artisan trio tabbed as Morningstar’s U.S. stock fund manager of year
A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.
Morningstar comes up with 72 – count ’em – 72 bond sectors in rating revamp
Granularity should help institutional investors; overkill for retail buyers?
Morningstar gathering nontraded REIT information
Morningstar Inc. is gauging the interest of brokerage firms and financial advisers in research coverage of nontraded real estate investment trusts
Morningstar switches to colors for rating system
Morningstar Inc. has headed off a potential glitch in its upcoming forward-looking ratings system for mutual funds by…
Morningstar launches forward-looking fund ratings
Morningstar Inc. has launched the first of its forward-looking mutual fund ratings for 350 U.S. funds, which it contends will help investors evaluate the fund's future performance.
