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Financial Planning January 1, 2006 Craig L. Israelsen	Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds.
The Motley Fool August 13, 2007 Amanda B. Kish	Hedging Their Bets? Some mutual funds are starting to look like hedge funds. And many don't do very well. Most investors are better off sticking to broad-market mutual funds or exchange-traded funds.
Registered Rep. October 1, 2006 Kristen French	Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Financial Advisor September 2011 Robert Pozen	Performance Analysis And Fund Ratings What goes into the fund investment recommendations that we typically hear.
AskMen.com Adam Fox	The Best- And Worst-Dressed Men Of 2013 It is time to reflect on male celebrities across the style spectrum.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning June 1, 2010 Ilana Polyak	Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios.
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.
Registered Rep. May 1, 2006 John Churchill	Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
On Wall Street June 1, 2009 Craig Israelsen	Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds?
The Motley Fool April 13, 2007 Amanda B. Kish	The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio?
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
The Motley Fool December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
The Motley Fool October 25, 2006	Mutual Funds, Explained A mutual fund is thousands of people's money, pooled together by an investment company and invested in stocks, bonds, and other things, all managed for you by Wall Street professionals -- for a sometimes hefty fee.
The Motley Fool July 11, 2007 Amanda B. Kish	Tips for Tracking Turnover In mutual funds, how much turnover is too much?
The Motley Fool June 28, 2011 Amanda B. Kish	Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager.
Entrepreneur August 2006 Jennifer Pellett	Safe Bet? What's new in the mutual fund market.
The Motley Fool June 4, 2009 Dan Caplinger	These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher.
The Motley Fool January 19, 2011 Dan Caplinger	A Great Place to Find Great Stocks Finding shared incentives among the people running the show can reveal some great places to find great stocks.
The Motley Fool October 31, 2007 Rich Smith	Foolish Forecast: Will Morningstar Miss? In advance of earnings reports, analysts expect mutual fund rater Morningstar to turn in sales and earnings increases.
The Motley Fool May 31, 2011 Dan Caplinger	How to Make the Most From Your Funds Investors make big mistakes with their mutual funds. Here's how to avoid them.
Investment Advisor June 2006 John Rekenthaler	In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
BusinessWeek October 16, 2006	Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market.
AskMen.com Jeff St. Aubin	Motorcycle Gear We have found the freshest gear to keep you rolling in style.
The Motley Fool July 10, 2009 Dan Caplinger	3 Winners You Can Feel Confident About If your fund manager owns a good-sized stake in your fund, you can feel more confident that you're making the smart choice. Here are three where the managers own substantial positions in their funds.
Registered Rep. October 1, 2006 John Churchill	Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith.
The Motley Fool March 3, 2010 Dan Caplinger	These Unloved Stocks Are the Best Buys Chasing performance isn't smart -- but should you chase bad performers instead?
Registered Rep. September 1, 2004 Stan Luxenberg	A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade.
The Motley Fool August 12, 2010 Selena Maranjian	The Most Important Fund Criteria Yes, even more important than a Morningstar rating.
Investment Advisor January 2006 Clive Cholerton	The IA Soapbox: Missing the Point Mutual fund managers, if you find style boxes too constraining, start a hedge fund. You won't have to disclose a thing, and if you're any good, you'll make a lot more money.
HBS Working Knowledge December 15, 2003	Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc.
The Motley Fool April 26, 2007 Amanda B. Kish	The Smartest Way to Invest for Retirement Mutual funds are the low-stress way of investing for retirement.
Financial Advisor March 2012 Scott A. MacKillop	MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.
AskMen.com Farah Averill	50 Jeans Under $50 Great style can actually be had on a shoestring, and we show you how with this men's jeans guide.
The Motley Fool July 30, 2007 Amanda B. Kish	Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look.
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Financial Planning July 1, 2005 Bob Hirschfeld	News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
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 2, 2006 Selena Maranjian	Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
Registered Rep. July 6, 2006 Kevin Burke	Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar.
The Motley Fool March 9, 2009 Dan Caplinger	You're Not as Diversified as You Think While the right mix of mutual funds can help you create a diversified portfolio that gives you broad exposure to a wide range of financial markets, you have to stay on the lookout to avoid unnecessary overlap in the stocks your funds own.
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.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
AskMen.com Sachin Bhola	How To Survive The Winter In Style We decided to stop some men on the street -- men who are proof positive that you don't have to compromise style even in the harshest weather. Here are their tips for pulling it off.
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.