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.
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.