Using target funds to evaluate your own stock/bond/cash mix.
New Analyst Ratings for target-date funds now focus on a series' process, but there's more than one route to a top rating, says Morningstar's Josh Charlson .
T. Rowe Price seeks permission to create actively managed ETFs that are not transparent, a corporate-bond manager leaves PIMCO, and new managers are named to Oppenheimer Moderate and Ivy Global Natural Resources.
These quality funds with smaller asset bases have portfolios built around solid companies.
The manager of Leuthold Asset Allocation, which has been reeling from outflows, has left the firm, prompting the merger. Also, AllianceBernstein changes named managers in its target-date series and target-risk suite, ING swaps out managers on its asset-allocation team supporting multiasset funds, ...
Morningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.
JP Morgan's Ann Lester says the relative advantage of high-yield assets is waning and that non-U.S. dividend-paying stocks can offer broader diversification and better total return.
Growth for timber companies, land-development businesses, and retailers still has ways to go as the real estate recovery matures, says Third Avenue manager Jason Wolf.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.