Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Where Global Investors Put Their Money in 2013: Morningstar
Equity funds saw the most inflows in most (but not all parts) of the world, which hurt bond fund groups like PIMCO, Morningstar said.
DFA Beats Bogle, Grantham—They All Beat Buffett: Analysis
DFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
20 Best & Worst Fund Families of 2013
The top performer saw $75 billion pour in last year, while the weakest performer had more than $30 billion in outflows.
Advisor Aims to Facebook His Way to $10B in Assets
James McDonald is using 100% ETF portfolios to lower costs and improve securities selection while riding the social media wave to reach large audiences.
Yearly Mutual Fund Inflows Hit 4-Year High; Vanguard Is Tops
U.S. REIT returns were negative in November, but two sectors produced double-digit returns.
A DFA Devotee Says Type of Advice More Valuable Than Type of Portfolio
While intelligent investment analysis and deep product knowledge are valuable, the advisor’s key added value is simpler and less tangible, advisor Eric Nelson says.
Deconstructing DFA’s Secret Sauce
In an analysis, DFA advisor Eric Nelson teases out the factors that make the firm's exclusive funds outperform.
Referral Dos and Don’ts: CPAs, Lawyers Grade Advisor Pitches
Loring Ward shows advisors what attorneys and accountants are looking for in their potential partners.
5 Funds Newly Rated by Morningstar
Looking for a small cap, real estate, value or strategic equity fund? Here are five options with their first Morningstar ratings.