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Josh Charlson

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  1. Is a Target-Date Fund Right for You?

    Target-date funds can be well-suited to investors who lack the time or desire for more hands-on portfolio management, but they still need to so some homework first, says Morningstar senior fund analyst Josh Charlson .

  2. Target-Date Funds: Fact Versus Fiction

    Morningstar senior fund analyst Josh Charlson sets the record straight on common target-date misconceptions.

  3. Is Your Target-Date Fund a Medalist?

    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 .

  4. Recognizing Red Flags in Your Target-Date Fund

    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.

  5. Fine Tuning Fixed-Income Exposure With Alternative Bond ETFs

    ProShares' Simeon Hyman sees new alternative ETF products as a way to manage interest-rate risk while still maintaining exposure to credit risk.

  6. These Target-Date Series Aim From a Different Angle

    If you're looking for managers who take a distinctive approach, you might want to consider these offerings.

  7. What You Need to Know About Retirement Income Funds

    Many target-date series end in a static retirement income fund, but they don't always produce a lot of income and they may have a range of risk profiles, says Morningstar analyst Josh Charlson .

  8. The Importance of Total Return

    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.

  9. Why Yield-Seekers Should Eye Foreign Dividend Stocks

    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.

  10. Real Estate Recovery Still Has Room to Build

    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.

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