Top Portfolio Products: Goldman Sachs Adds, Rebrands Funds
Plus, ProShares rolls out EAFE-dividend and Morningstar-alternatives ETFs.
Advisors Cautious on PIMCO Total Return Fund
With Morningstar's downgrade, even more questions are arising over the bond fund post-Gross.
Gross’ Move Fogs PIMCO, Janus Futures
Analysts are cautious on what Bill Gross’ departure from the bond giant PIMCO to the smaller Janus means for both firms.
PIMCO’s Bond ETF Woes Widespread in Industry: Morningstar Expert
Morningstar’s Michael Herbst says other fund families in the fixed-income space are also likely to have same pricing problems as PIMCO’s.
Are Risk Parity Funds Back on Track?
Allocations based on risk can help boost portfolio diversification, one expert shares.
Passive Beats Active in August Fund Flows: Morningstar
The research firm releases ETF data for the first time, saying the funds represent a growing portion of investors' net worth.
Morningstar Upgrades 13 Funds, Downgrades 2
The research group issued new ratings on four mutual funds in August.
3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
Target-Date Funds Boost Assets but Underperform in Q2: Morningstar
The industry continues to lower expenses as passive management grows in popularity.
PIMCO Outflows Slow, Firm Hires ‘Distressed Credit’ Manager
The level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.