16 Best Fund Managers of 2016: Morningstar
The list includes big firms (like Vanguard) and some smaller names (such as Parnassus) in four categories.
Morningstar Adds 2 to C-Suite
Tricia Rothschild is now chief product officer; Danny Dunn has joined from IBM to be the firm's first chief revenue officer.
Equity Funds Rule in 2016: Morningstar
Despite some bumps during the year, stock pickers proved their worth, according to one analyst.
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.
Morningstar Launches 27 Indexes to Meet ESG Investing Appetite
The indexes include global and local companies based on their ethical performance and other measures tied to sustainability, the research firm says.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
The ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.
Summer Brings $54.6B in Active Equity Fund Outflows: Morningstar
Still, two fund groups are attracting assets to both their passive and active products, the research group says.
Another Bad Month for Active Funds: Morningstar
With active U.S. equity suffering its largest monthly outflow since October 2008, some fund families feel the pain.
Morningstar Gives Gundlach’s Flagship DoubleLine Fund a ‘Neutral’ Rating
Analysts say the fund is led by “a talented manager, but we still have questions about the fund’s process and firm stewardship.”
Passive Funds Trounce Active Rivals in May: Morningstar
Meanwhile, PIMCO has a bit of good news as investors move into fixed income products.