Though some assets are more sensitive to interest rates, even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.
Vanguard's Michael Corr identifies three considerations when examining 529 options, how investors should think about risk, and his firm's approach to these college-savings plans.
Proximity to well-managed growth-oriented companies allow Morningstar 2012 Domestic-Stock Fund Managers of the Year Bill Frels and Mark Henneman to get the complete picture of their stock ideas.
As stateside growth remains sluggish, Bill Frels and Mark Henneman--Morningstar's 2012 Domestic-Stock Fund Managers of the Year--note that some of their top long-term holdings are going beyond boundaries.
T. Rowe's new target-date strategy differs from its flagship product by providing a lower equity allocation at retirement time and creating more predictability of returns, says manager Jerome Clark.
Mark Madden leaves TCW, Oppenheimer adds comanagers, and JPMorgan's Glen Gawronski takes a leave of absence.
Paul Davis departs Charles Schwab Investment Management, a manager change at Ariel, and a foreign currency manager at JP Morgan exits.
Western makes manager changes, Loomis Sayles to rename a fund, and star Vanguard health-care manager to retire.
Bart Geer takes over BlackRock Basic Value, Marsico Capital restructures its debt, and more.
FPA manager steps down, Invesco drops Van Kampen name, and more.