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Sonya Morris

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  1. When to Sell an Active Fund

    Strategy changes, poor stewardship, and asset bloat are among the many possible red flags that shareholders of actively managed funds should recognize to know whether to sell or stay invested.

  2. Equity Funds Finally Get Some Attention

    Investors pour $6.3 billion into stock mutual funds in April--the largest inflow since May 2009.

  3. PIMCO's Big Cash Haul

    The latest flow trends, plus a top manager takes a break.

  4. Fund Flows Turn Positive in June

    After U.S. mutual funds registered outflows in May, $13.5 billion came back in June.

  5. Passive Funds Continue to Take Market Share

    ETFs have driven the popularity of passive funds during the last decade.

  6. Panel: Dividends Beat Share Buybacks

    The debate over whether firms should use cash surpluses on dividends or share repurchases pits long-term investors against short-term investors.

  7. TCW Makes Strides Toward a Healthier Culture

    The firm takes meaningful steps to remake itself after painful divorce from a star manager.

  8. Will New Bond Fund Aficionados Stick Around?

    Although bonds witnessed the most inflows of any asset class last year, investors must be wary of the possible risks on the horizon.

  9. American Springs a Leak as Investors Head to Bond Funds

    Bond funds continue to capture the vast majority of the investment dollars in the third quarter.

  10. Some American Funds Insiders Said Size Was a Problem

    Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.

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