10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.
Investors Exit Active Funds to Tune of $159B Over Past Year: Morningstar
Morningstar reports $14.3 billion exited U.S. equity mutual funds and ETFs in July, but J.P. Morgan, American Funds buck active trend.
Top Portfolio Products: Ivy to Launch Two Income Funds With Apollo Credit
Plus, John Hancock Retirement will offer Morningstar’s HelloWallet tool on its platform.
Top Portfolio Products: TCW, Global X Roll Out Alt Funds
America Independence adds large-cap product, HSBC introduces fixed-income funds, and Van Eck launches a new ETF.
10 Top Performing Mutual Funds in First Half of 2015: Morningstar
Certain sectors have been on a tear, which has benefited a select group of mutual funds recently, says Morningstar's Russel Kinnel.
Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
PIMCO Outflows After Gross’ Exit ‘Staggering’: Morningstar
Institutional outflows remain an issue for the fixed-income shop, according to the research firm.
PIMCO Funds Down, Not Out (Yet): Morningstar
Still, the group has lost 37% of its assets since January 2014, Morningstar research shows.
The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
2 ETFs That Invest in Liquid Alts
One fund dominates the liquid alternative ETFs category, but the investment options are expanding.