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.
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.