Similar Articles |
|
The Motley Fool November 23, 2011 Dan Caplinger |
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. |
Investment Advisor August 2010 Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
Registered Rep. June 16, 2011 Jerry Gleeson |
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. |
Financial Planning December 1, 2006 Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
Financial Planning July 1, 2012 Allan S. Roth |
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. |
The Motley Fool August 16, 2010 Jordan DiPietro |
This Investment Will Sink Your Portfolio Avoid mutual funds and invest in individual stocks. |
Registered Rep. March 18, 2011 Stan Luxenberg |
Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say. |
The Motley Fool April 9, 2008 Selena Maranjian |
Why I Was Wrong, and Then Wrong Again Don't get all excited about a mutual fund based on its performance in a single year. |
Financial Planning November 1, 2006 Pamela Black |
White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance. |
Registered Rep. May 1, 2006 Stan Luxenberg |
Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped? |
The Motley Fool June 27, 2006 Buz Livingston |
Better Than Picking Stocks Life's full of interesting pursuits; let someone else pick your stocks. Selected Funds American Shares, managed by Christopher Davis and Kenneth Feinberg, has continuously surpassed the S&P each year since they began managing the fund. |
The Motley Fool September 11, 2008 Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
The Motley Fool June 14, 2011 Amanda B. Kish |
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. |
The Motley Fool October 25, 2007 Selena Maranjian |
30% Annual Returns? Wow! Don't be misled by big numbers from mutual funds. Here, take a closer look at Hodges. The five-year average annual return was 30%, but the year-by-year tells a different story. |
The Motley Fool May 18, 2004 Shannon Zimmerman |
When Bad Things Happen to Good Funds The author and analyst of Motley Fool Champion Funds explains that when it comes to investing in mutual funds, this glass really is half-full. |
The Motley Fool February 19, 2008 Rich Smith |
Foolish Forecast: Morningstar Rises After beating estimates in each of the last two quarters, will Morningstar make it three in a row? |
AskMen.com Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Registered Rep. November 1, 2005 John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
The Motley Fool August 21, 2007 Nathan Alderman |
4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio. |
The Motley Fool November 6, 2007 Selena Maranjian |
Stocks vs. Funds: Which Is Right for You? Be careful -- you might be a disastrous fit with individual stocks. |
The Motley Fool June 19, 2008 Selena Maranjian |
They Dump, You Scoop? There may be some bargains in stocks sold off by funds. |
The Motley Fool April 7, 2009 Selena Maranjian |
A Surprising Trait of Outperforming Funds When you study a fund, you might want to pay attention to the aspects of the fund that the researchers found matter the most: the quality of the board of directors, and its fees. |
The Motley Fool June 20, 2008 Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool February 19, 2009 Dan Caplinger |
The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees. |
The Motley Fool May 11, 2005 Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
BusinessWeek July 3, 2006 Toddi Gutner |
How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat. |
Financial Advisor January 2005 Alan Lavine |
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. |
The Motley Fool February 7, 2005 Josie Raney |
Five Fund Mistakes Avoid these pitfalls if you want a healthy portfolio this year. |
The Motley Fool December 7, 2004 David Gardner |
Finding the Best Funds Here's how you can climb to the top of the mutual fund heap. |
The Motley Fool September 8, 2010 Amanda B. Kish |
Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds. |
The Motley Fool March 16, 2010 Selena Maranjian |
Time to Abandon the Rally? Should you worry that funds are running out of cash? Time to panic? Not in the slightest. |
The Motley Fool November 29, 2007 Adam J. Wiederman |
The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term. |
BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
The Motley Fool August 12, 2010 Selena Maranjian |
The Most Important Fund Criteria Yes, even more important than a Morningstar rating. |
The Motley Fool April 20, 2004 Shannon Zimmerman |
You're Paying How Much? With mutual funds, you usually get what you don't pay for. When it comes to gauging a fund's prospects, few attributes have more predictive power than the expense ratio. |
The Motley Fool March 24, 2009 Selena Maranjian |
How Much Cash Should Your Fund Have? There's a downside to funds being cautious and cash-heavy. |
The Motley Fool December 2, 2009 Anand Chokkavelu |
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. |
The Motley Fool March 17, 2004 David Gardner |
Finding the Best Funds David Gardner rolls out a new service to help you climb to the top of the mutual fund heap. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
Registered Rep. June 8, 2011 Joel Greenblatt |
Anyone -- Even The Little Guy -- Can Beat the Market As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then -- pay a lot less. |
The Motley Fool June 23, 2008 Dayana Yochim |
Even Billionaires Sweat the Small Stuff When it comes to managing your finances, you, too, should sweat the small stuff -- the seemingly minuscule things that actually have monumental effects on your bottom line. |
The Motley Fool March 16, 2009 Dan Caplinger |
This Wealth-Killing Blunder Will Cost You Some commentators are arguing that the way millions of investors put money to work in the markets through mutual funds has fundamental flaws that simply can't be overcome. |
The Motley Fool May 12, 2005 Selena Maranjian |
Something Smells in Mutual Fund Land One good strategy for mutual fund investors, given the state of expense fees these days, is to make sure you're investing in top-notch funds. Anything less will mean that the fees eat up a greater percentage of the total return. |
Investment Advisor April 2007 Robert F. Keane |
Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. |
The Motley Fool November 23, 2004 Shannon Zimmerman |
The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so. |
The Motley Fool November 9, 2004 Shannon Zimmerman |
3 Reasons to Sell It's never safe to assume that any investment is a now-and-always proposition. Parting with a mutual fund isn't always such sweet sorrow. |
The Motley Fool March 5, 2008 Mac Greer |
Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar. |
Registered Rep. December 1, 2009 Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
The Motley Fool June 8, 2004 Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
Information Today May 29, 2007 |
Morningstar.com Library Edition Enhanced Morningstar has added several new features and improved others on Morningstar.com Library Edition, an online database created exclusively for libraries and their users. |