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Kailin Liu

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  1. Key Findings From Our 529 Industry Study

    Our annual study examines how 529 college savings plans stack up on price, performance, and other factors versus non-plan mutual funds.

  2. About That Morningstar Cover Jinx

    How Morningstar's Fund Managers of the Year perform after the fact.

  3. About That Morningstar Cover Jinx

    How Morningstar's Fund Managers of the Year perform after the fact.

  4. Lord Abbett Affiliated Manager Departs

    A Fidelity fund manager steps down after inconsistent performance, Aberdeen closes on its acquisition of Artio, and a Goldman Sachs Asset Management fund manager retires.

  5. Nuveen Hires Robert C. Doll Jr.

    Dreman announces it will liquidate five of its six open-end funds, and Mark Venezia set to retire from Eaton Vance.

  6. Carlyle Buys Large Stake in TCW

    Hagstrom out at Legg Mason, Janus shuffles managers, and more. 

  7. Royce Reopens 2 Funds

    Putnam bond manager joins Standish, and Cohen & Steers adds a manager.

  8. Longleaf Global Launches for U.S. Investors

    Virtus closes its emerging-markets opportunities fund to new investors, Franklin closes its remaining insured muni funds to new investors, and a high-ranking executive leaves Vanguard.

  9. Two More Marsico PMs Head for the Exits

    Templeton makes leadership changes, long-short fund finds new partner, and more. 

  10. Arrowpoint Wraps Up Purchase of Meridian Funds' Advisor

    Calamos reopens its Bronze-rated convertible fund, while ClearBridge announces plans to close to new investors its Silver-rated small-cap growth fund. And a small UBS international-stock fund is set to get a dramatic makeover.

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