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Skin deep: Most portfolio managers avoiding their own funds
So much for having some skin in the game. While investors typically like to see that mutual fund managers are eating a bit of their own cooking and investing in the funds they run, it turns out that the majority of fund managers actually do not have a single dollar of their personal assets in their funds.
Morningstar broke rule Nasdaq rule
Morningstar Inc., an investment information provider, broke a Nasdaq rule that prohibits members of its board's audit committee from getting direct or indirect compensation from the firm other than their board pay.
Morningstar: Mutual fund assets surge in 3Q, but American Funds still saw outflows
While the third quarter proved to be a big comeback month for inflows into open-ended mutual funds overall, one mutual fund behemoth continued to bleed assets, according to a report today from Morningstar Inc.
Morningstar plans to ‘raise its game’ in mutual fund research
Morningstar Inc. is “trying to raise [its] game” in improving its mutual fund research, managing director Don Phillips…
John Hussman
Despite the challenges of the epic market downturn of 2008, the $1.1 billion Hussman Strategic Total Return Fund delivered a positive return last year.
Morningstar: Mutual funds recoup 90% of assets lost from market collapse
Investment managers are close to making up the ground they lost in the second half of 2008 when investors pulled $251 billion out of mutual funds, according to data released today by Morningstar Inc.
Head of the class: Morningstar gives Vanguard target-date funds top grade
Morningstar Inc. today launched ratings and research reports for 20 of the largest target date mutual funds — and identified The Vanguard Group Inc. as the best target date provider for investors, based on such criteria as management, fees and performance.
Pimco unveils 1-5 year TIPS exchange traded fund
It is not the first exchange traded fund to invest in Treasury Inflation-Protected Securities, but the TIPS ETF launched today by Pacific Investment Management Co. of Newport Beach, Calif., may quickly become the fan favorite, according to a Morningstar anaylst.
Last year’s big fund laggards rise to the top in first half
Consumer cyclical stocks, junk bonds, financial stocks and emerging-markets stocks were among the biggest losers last year, but during the first six months of this year, they propelled a handful of mutual funds to the top of the performance charts.
Morningstar steps up number of commodity categories
A growing number of ETFs and mutual funds investing in commodities has led Morningstar Inc. to introduce six new commodity categories, four sector categories and one broad commodity asset class to its classification system.
Risky stocks drove funds’ performance in spring rally
Low-quality, beaten-down stocks played a role in driving many stock fund groups to the top percentile of performance in the most recent market rally, according to an analysis published by Morningstar Inc.
Morningstar rejiggers U.S. equity indexes
Morningstar Inc. announced changes today in the securities that comprise its family of 16 U.S. equity indexes.
Hedge funds generated solid returns in May
Hedge funds produced some solid numbers in May, according to the latest report from Morningstar Inc. in Chicago.
Trading costs on mutual funds outweigh commission fees for investors, experts say
With many managers failing to generate strong returns, trading costs are harder for investors to stomach.
First Pacific’s Bob Rodriguez says response to financial crisis all wrong
The U.S. government’s response to the economic crisis has been “financially imprudent and irresponsible,” Robert L. Rodriguez, chief executive of First Pacific Advisors LLC of Los Angeles, said today.
Pimco’s Gross: Market collapse will create a ‘new normal’
The credit crises and recent market collapse have resulted in “long-term changes that will establish a ‘new normal,’” Bill Gross said yesterday.
Bogle charges fund industry with leaning on past returns
Investors and the mutual fund industry “give far too much credence to past returns” when evaluating mutual funds, John Bogle said yesterday.
Now’s not the time for added risk, experts say
Despite the tremendous market losses in the past year, top Morningstar analysts said advisers need to urge their clients not to try and compensate by using riskier strategies such as timing the market.
Mea culpa: Fund managers pinpoint where they went wrong in the crash
Top fund managers admitted they’ve made several mistakes in managing funds during this economic downturn.
Morningstar to introduce ratings on target date funds in 3Q
Morningstar Inc. will launch ratings and research reports on target date fund series in the third quarter, according to John Rekenthaler, the firm's vice president of research.
