Morningstar’s March Winners and Losers
Funds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
Vanguard Does It Again: Trims Fees on 15 Fund Shares
The expense cuts affect the popular Wellington balanced fund and a group of active tax-exempt bond funds, representing investor savings of about $23 million.
Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Vanguard Adds New Active Manager to Explorer Fund
ClearBridge Investments comes on board as Granahan Investment Management and Kalmar Investment Advisers depart.
Betterment Rebuffs Buffett, Says Sage’s Advice ‘Doesn’t Work Anymore’
CEO Jon Stein makes the case that he can top Vanguard index funds, and advisors, in a heated CNBC interview.
The asset-management pressure cooker
Asset managers need to rethink how they're going to continue being profitable while cutting fees.
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active Investing
Passive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.
Buffett’s 8 Nuggets of Investing Advice: Berkshire Shareholder Letter 2017
The Oracle of Omaha spells out the secrets of his success in his yearly letter to Berkshire Hathaway shareholders.
Vanguard Cuts ETF Fees as Race-to-Zero With BlackRock Heats Up
Fees lowered on emerging market and European stock ETFs; move follows expense reductions by BlackRock, State Street.
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.