The U.S. gets an overall A in Morningstar's third Global Fund Investor Experience Report, but some things could be better for U.S. fundholders.
Volatility proves challenging for many shareholders.
Investors unnecessarily move between asset classes at the wrong time, effectively upending their portfolios' ideal allocations, says Morningstar's John Rekenthaler .
The issues surrounding the economy are very real, but investors can still find value in the market today, says Morningstar's John Rekenthaler .
Fund investors are decent fund-pickers but poor market-timers, says Morningstar's John Rekenthaler .
Even muni bond funds have proved challenging for investors, writes Morningstar's Russ Kinnel.
John Rekenthaler discussed why investors were “not making money that one might expect from funds” at the Morningstar Ibbotson Conference.
Morningstar's John Rekenthaler on the percent of active managers who have outperformed, if active is really better in some categories, and the strongest predictors of success.
In some situations, passive investing strategies should not be an automatic choice, even for advocates of indexing, says Morningstar's John Rekenthaler .
Morningstar's John Rekenthaler lays out our prescription to make these funds--which can serve an important role for many investors--more shareholder friendly.