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.
Waddell & Reed Fires Fund Manager, Names New President
Two high-profile departures from the firm have caught Morningstar raters' attention.
PIMCO Total Return Outflows Top $64B: Morningstar
Another month, another period of declining assets for Bill Gross and the bond shop, according to the latest research.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
Do Alternatives Really Boost Portfolio Performance?
Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers.
PIMCO Outflows Hit $26.5 Billion for 2014 as Vanguard Shines
Investors pulled some $4.3 billion from the PIMCO Total Return Fund in May alone as taxable bond funds attracted $9.6 billion, Morningstar reports.
BrightScope Defends a Business Model Modeled After Morningstar
BrightScope's methods irritate some, but others see a chance to clean up some of the industry's problems.
Morningstar’s Most-Researched Investments Offer Up Surprises
Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.
Fans of Finance to Gather at Morningstar Event
The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.