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.
Morningstar Buys Bond Analytics Group; Raymond James Grabs Euro M&A Firm
The research firm adds a fixed income tech partner, while the broker-dealer brings on an investment firm in Germany.
American Funds Tops Fidelity as No. 2 Mutual Fund Family
Morningstar says that, as of April, there is a change in the second-largest fund group.
Morningstar Upgrades 7 Funds, Downgrades 4
The fund research group issues a handful of new outlooks on products from a variety of well-known fund families.
How Funds Did in Q1 Overall & Vs. S&P 500
The first quarter was ever-so-slightly kind, on average.
When It Comes to Active vs. Passive Funds, Fees Matter: Morningstar
The research group tackles the active vs. passive management debate by zooming in on the role of fund fees.
Morningstar’s ‘Unloved’ Mutual Funds Flirt With Contrarians
Investing in the previous year's “unloved" funds is a “surprisingly resilient” strategy, says Morningstar’s Russell Kinnel.
Top 14 Fund Managers of 2015: Morningstar
Winners will be picked in five categories, with no one firm dominating the list of nominees.