8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
Passive Mutual Funds’ Inflows Top $156B: Morningstar
Vanguard's passive products are leading the field in flows, according to the research group.
PIMCO Total Return Outflows Down 65% in November
Meanwhile, Bill Gross' new Janus fund added $770 million, and the DoubleLine Total Return Bond Fund gained $800 million during the month.
PIMCO Outflows Painful but Not Deadly: Morningstar
The flagship Total Return Fund had $50 billion in net outflows in the past two months, but Morningstar sees positive future potential.
Unpopular Stocks Beat Popular Ones: Study
The hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.
Alternative Bond Funds: What Advisors Need to Know
Different funds have radically different strategies and management arrangements, experts say.
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.