10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.
PIMCO, Fidelity Stung by Collapse of Petrobras’ 100-Year Bond
The two fund groups are among the three biggest holders of the securities, which have fallen 15%.
Bill Gross: Fed Rate Hike Will Be ‘Too Little, Too Late’ to Restore ‘Old Normal’ Prosperity
The Janus fund manager has a lot to say about the ravages of years of zero-bound interest rates.
Bill Gross Bond Rally Revives in September Following August Loss
Weakness in China means support for long-term Treasuries, the Janus Capital fund manager argues.
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.
Gross’ Fund Rises After Tweaking ‘Shorts of a Lifetime’
The Janus (ex-Pimco) fund manager anticipated a slump for German debt and Chinese equities; Janus Global up 0.8% in July, 1.6% YTD.
PIMCO Is Over ‘Gross Effect’ as Break-Even Nears, Owner Says
Investors pulled $2.5 billion from Total Return in July vs. $3 billion in June, the Newport Beach, California-based firm says
PIMCO’s Latest Woes: The Good, the Bad & the Ugly
The SEC is looking at “odd lot” pricing of non-agency MBS, which is no simple matter, says a Morningstar researcher.
Pimco Gets Wells Notice Over Total Return ETF Valuations
Regulators are looking at positions in mortgage-backed securities, performance disclosures and other matters.
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.