As equity funds have fewer losses to offset gains, investors with taxable accounts should closely monitor their holdings and brace for larger tax bills this year.
The very best investors know their limitations. Most investors pretend they know.
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
Plus, MFS Global Total Return adds 2 comanagers, Wasatch lures a large-cap value manager from ING, Calamos launches a dividend fund and a mid-growth fund, and American Century announces 2 promotions.
A look at six funds whose expenses have increased.
A survey of this season's capital gains distribution estimates.
Which mutual funds have managed to sidestep the carnage?
Longtop's great growth seduced some of the biggest fund names.
Why investors are fleeing these funds in droves.
As part of our new Stewardship Grade * for mutual funds, Morningstar has devoted a section solely to fund fees. Costs do matter. Time and time again, studies by research groups, academics, and Morningstar have concluded that expenses are one of the few reliable indicators of future fund ...