These young funds have a lot going for them.
These CEFs are currently trading at significant, attractive relative discounts.
This mega-cap growth ETF offers a heavy dose of the market's most profitable companies.
Fairholme takes a big stake in Fannie and Freddie preferreds, a manager of a Bronze-rated Oppenheimer fund departs, Templeton Frontier Markets closes to new investors, a slew of manager changes at Bridgeway, and some high-profile Janus fund managers resurface at a hedge fund.
Investors might want to consider using another fund vehicle for access to these three strategies.
This dividend-weighted strategy has resulted in a relatively less volatile fund.
Looking for an article to print and read later, or send to a colleague? All issues of Morningstar Advisor magazine are available online in a fully searchable, digital format.
Once investors accept that risk is part of the equation, they can take steps to manage it. Plus, consumer defensive stocks, market-liquidity levels, investing trade-offs, and assessing a portfolio’s bond risk.
The value of active management is called into question as assets flood into passive investments. Plus, commodities that bypass the futures market, a management team who openly discusses their firm's successes and failures, and a market timing study in making asset-class decisions.
Why advisors are moving toward funds of funds and their more-dynamic investing paths. Plus, performance gaps in alternatives funds, an Undiscovered Manager who welcomes good deals, and using "Gamma" to measure the importance of intelligent financial-planning decisions.
What you can learn from academics and quants who are constructing mechanical factor strategies and redefining outperformance. Plus, quantifying retirement-withdrawal strategies, an Undiscovered Manager focused on relationships rather than marketing, and talking factor investing with Cliff Asness ...
Technical factors more than fundamentals are keeping the municipal-bond rally aloft. Can it last? Plus, how major market crashes can be quantitatively explained, an Undiscovered Manager with a successful micro- and small-cap investing approach, and debating money with Chicago professors John ...
Investing side by side with exemplary stewards of capital leads to successful results. Plus, the dangers that lurk in ETNs, an Undiscovered Manager who doesn't flinch to do right by shareholders, and talking bonds with Dan Fuss and Michael Hasenstab.
As sophisticated strategies become more accessible to everyday investors, advisors should redefine the role they play in a portfolio. Plus, Morningstar Conversation with Nobel-winner Thomas Sargent and how central bank drive gold rush.
European economies are headed for deep recessions, and austerity isn't the solution. Plus, the math that matters, by Don Phillips; why investors should avoid nonlisted REITS; and how tactical funds missed their big chance.
Welcome to China's Universe: How to invest in what will become the world's dominant economy. Plus, Morningstar Conversation with Yale professor Zhiwu Chen, how Wedgewood uses ideas from indexers and value investors, where indexing fails, and is it rational for investors to flood into passive ...
Thirsty for Yield: Real yields are drying up, but opportunities for income are still out there. Plus, Morningstar Conversation with Don Yacktman, how BM&O built a winning culture, what questions to ask before buying a closed-end fund, and the muddled proposition of "to" and "through" target-date ...
The Passive Invasion: ETFs are disrupting fund-distribution models, and asset management will never be the same. Plus, Morningstar Conversation with Bill McNabb and Marty Flanagan, Baron exiles create own slate of funds, better ways to analyze ETFs, and the pitfalls of peer groups.
529 Plans Grow Up: New tools and transparency make it easier than ever to find right 529. Plus, 10 Questions about the college-savings challenge with TIAA-CREF's Douglas Chittenden, the inefficient pricing of moats, and utilities after Japan's crisis.
State of the Fund Industry: U.S. investors are well served, but Europe's fund industry has its sights on bigger things. Plus, Morningstar Conversation with John Gunn and Greg Johnson, why bond funds are cheaper than stock funds, the lingering effects of reform on the health-care sector, and 10 ...
This issue's Spotlight section looks at how active and passive investment strategies should coexist. There's also 10 Questions with Bob Olstein, a Gray Matters article on credit risk, screens, picks, and more.
In today's chaotic environment, a one-size-fits-all approach won't cut it.
Federal estate-planning rules are still up in the air, and only careful planning can keep assets moving toward their intended recipients.
Investor's have the chance to take advantage of the sector's long-term prospects.
Ignoring the dangers, investors rush to fixed-income funds.
Inflation. Deflation. High interest rates. Boom times. How to invest in these economic environments and more.
Higher growth rates are available outside the United States - as are many of the world's best companies.
Skillfully applied, an allocation of alternative investments can lower a portfolio's overal risk profile.