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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. American Century to Merge Vista Fund Into Heritage Fund

    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.

  5. 529 Savers - Should You Stay or Should You Go?

    Weigh local benefits before ditching your home state's plan.

  6. 529 Savers - Should You Stay or Should You Go?

    Weigh local benefits before ditching your home state's plan.

  7. Changes Afoot at Capital Group and American Funds

    Recent developments mean good news for the firms' institutional clients.

  8. Longleaf Partners Global Reopens to New Investors

    Management changes at Fidelity funds, a new CIO at D.E. Shaw, TIAA-CREF rolls out a new international fund, a Gold-rated FMI fund to close, and more.

  9. 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.

  10. RiverNorth to Reopen DoubleLine-Subadvised Fund

    Morgan Stanley to close a Silver-rated global stock fund to new investors and T. Rowe Price bans some 1,300 employees of American Airlines from trading T. Rowe funds in the airline's employee-sponsored retirement plan.

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