In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson, John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.
UPDATE: Morningstar Credit Ratings Assigns Preliminary Ratings for CGBAM Commercial Mortgage Trust 2015-SMRT, Commercial Mortgage Pass-Through Certificates, Series 2015-SMRT (CGBAM 2015-SMRT)
Don't assume all index funds are low cost and tax-efficient, and avoid overdiversification and becoming too hands-on, says Morningstar's Mike Rawson.
Be rich, or be married (and be prudent).
Active managers will now have to demonstrate that they can outperform after deducting the influence of easily measurable factor exposures.
/C O R R E C T I O N -- Morningstar, Inc./
While a fund’s duration is useful, investors need to understand where the bonds sit on the yield curve to understand its impact.
Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.
Our guide can help you make sure your actively managed funds deliver as expected.
Shining the light on medalist funds that have little in common with their benchmarks.