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Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.   |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
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. |
The Motley Fool
June 10, 2010
Amanda B. Kish |
Why Superstar Investors Aren't Always the Answer A team could be the solution for your fund investing. |
The Motley Fool
September 21, 2011
Amanda B. Kish |
Why Superstar Investors Are Losing Their Luster The days of star fund managers may be over, but that's a good thing. |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
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. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
Registered Rep.
April 1, 2007
Stan Luxenberg |
Under New Management In an era when the hottest-selling choices include exchange-traded index funds, the media and investors may be giving too little attention to genuine star managers. |
HBS Working Knowledge
December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
Financial Planning
February 1, 2011
Ilana Polyak |
Trash or Treasure? Some investors might steer clear of anything to do with mortgages, but not Metropolitan West Total Return bond fund. The three managers of the $11 billion fund find conditions for mortgages optimal. |
Investment Advisor
February 2007 |
February 2007 In response to the scandal over favors given to some Fidelity mutual fund equity traders... Morningstar Inc. named its 19th annual mutual fund managers of the year... SunGard acquired Automated Financial Systems... etc. |
The Motley Fool
April 11, 2007
Amanda B. Kish |
If a Fund Manager Flees, Maybe You Should, Too First Eagle fund manager Charles de Vaulx's sudden departure leaves everyone scratching their heads. Investors have lost a good manager in de Vaulx, and once Eveillard heads back into retirement, they will (again) lose another. |
Investment Advisor
May 2010
Robert F. Keane |
30 for 30 Interviews: John Bogle Vanguard founder John C. Bogle comments on how the mutual fund business has changed over thirty years. |
Financial Advisor
August 2007
Evan Simonoff |
The World According To Eveillard First Eagle Fund's recalled manager and value investor remind investors that financial markets that are priced for a perfect world may eventually discover that world isn't quite as perfect as it appears. |
Financial Advisor
September 2005 |
A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc. |
Financial Planning
May 1, 2011
Donna Mitchell |
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. |
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. |
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
September 28, 2007
Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
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. |
Registered Rep.
June 25, 2004
David A. Gaffen |
Advisor Concern and Heated Exchanges at Morningstar Conference While most advisors interviewed at the conference were hopeful that they could weather the recent spate of mutual fund-related scandals, it doesn't mean that they, or their clients, are happy about recent events. |
Financial Planning
March 1, 2013
Charles Paikert |
Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic. |
Financial Planning
November 1, 2012
Laton McCartney |
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well. |
Financial Planning
November 1, 2008
Ilana Polyak |
Value, Deep Value It's a pleasant surprise to find pockets of calm among the investor class. A visit with the managers of the $21 billion First Eagle Global fund is just such a pocket. |
