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.
Morningstar Announces Allocation Fund Manager of the Year Nominees
Morningstar finished its “big reveal” on Wednesday, closing out the announcement of its 2012 Manager of the Year nominees.
Best and Worst 529 College Plans for 2012: Morningstar
What’s striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008—and seven of the 27 medalists are advisor-sold.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Best & Worst 529 Plans: Morningstar
Many parents of the country’s best and brightest soured on the 529 story after 2008. But the plans are making a comeback, and Morningstar helpfully points to the best, as well as those still in need of work.
Four Reasons Target-Date Funds Dominate Retirement Investing
With target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.