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.
Investors Continue to Shun Equity Funds, PIMCO
The SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.
Target Date Fund Inflows Not What They Used to Be: Morningstar
Growth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.
3 Alt Investments That Deserve an Oscar: Morningstar
These three alternative fund categories are on track for compelling — but not necessarily uplifting — performances this year, analyst Josh Charlson says.
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
Passive Mutual Funds’ Inflows Top $156B: Morningstar
Vanguard's passive products are leading the field in flows, according to the research group.
PIMCO Total Return Outflows Down 65% in November
Meanwhile, Bill Gross' new Janus fund added $770 million, and the DoubleLine Total Return Bond Fund gained $800 million during the month.
PIMCO Outflows Painful but Not Deadly: Morningstar
The flagship Total Return Fund had $50 billion in net outflows in the past two months, but Morningstar sees positive future potential.
Unpopular Stocks Beat Popular Ones: Study
The hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.