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Article Archive Investment Insights

Flows + Bloat = Headaches for FundsRussel Kinnel03/27/2017
3 Struggling Foreign Large-Growth Funds That Should Bounce BackGreg Carlson03/27/2017
This Fund's Juicy Yield Comes With Strings AttachedMorningstar03/24/2017
Who Is Buying Bond ETFs? Why Are They Buying Them?Morningstar03/22/2017
Active Bond Funds Holding Their OwnMaciej Kowara03/21/2017
This Dynamic Small-Cap ETF Should Find an EdgeAlex Bryan03/20/2017
Are Interval Funds the Next Big Thing?Cara Esser and Brian Grow03/20/2017
Are Sustainable Funds More Expensive?David Kathman, CFA03/16/2017
Are Factor Investors Getting Paid to Take on Industry Risk?Alex Bryan and Adam McCullough, CFA03/15/2017
A Rating Upgrade as Legg Mason MendsMorningstar03/14/2017
This Fund Leans Into Performance-Based FactorsAdam McCullough, CFA03/11/2017
The New CEFs on the BlockCara Esser03/09/2017
What Fund Manager Bonuses Tell UsLeo Acheson03/09/2017
Will Actively Managed ETPs Meet Their Potential?Adam McCullough, CFA03/08/2017
8 Relatively Low-Risk Equity FundsRussel Kinnel03/07/2017
The S&P 500 Remains Relevant at 60Kevin McDevitt03/06/2017
A Small-Cap ETF That Minds the DownsideAlex Bryan03/03/2017
Do You Want Currency Risk in Your Bond Fund?Miriam Sjoblom03/02/2017
The Hidden Risk of Low-Volatility InvestingAlex Bryan03/01/2017
Most Funds Are Priced to FailJeffrey Ptak02/28/2017
8 Incredibly Low-Risk Bond FundsRussel Kinnel02/27/2017
Short-Term Treasury Exposure at a Modest FeeMorningstar02/24/2017
Not the Time for a Muni RunMorningstar02/22/2017
How 6 of Our Top Core Stock Funds Have FaredRussel Kinnel02/20/2017
A Low-Cost Way to Make a Diversified Bet on Energy StocksBen Johnson02/17/2017
Will Rising Bond Yields Sink High-Dividend Stocks?Maciej Kowara and Eric Jacobson02/16/2017
Strategy and Structure Make ETFs Tax EfficientBen Johnson02/15/2017
Surprise Manager Changes Keep Investors on Their ToesRussel Kinnel02/14/2017
A Razor-Thin Fee Gives This Growth ETF an EdgeAlex Bryan02/10/2017
Would the Dissolution of the Fiduciary Rule Bring Back CEF IPOs?Cara Esser and Jason Kephart02/09/2017
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