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  1. There's More to Fund Investing Than Mutual Funds

    Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.

  2. 'Great Rotation' Into Stocks Runs Its Course

    Investors have been putting money back into bond funds as interest rates have unexpectedly dropped this year.

  3. Prudential Investments launches Prudential Jennison Emerging Markets Equity Fund

    Prudential Investments launches Prudential Jennison Emerging Markets Equity Fund

  4. UPDATE: 4 trends shaping how investors use ETFs

    UPDATE: 4 trends shaping how investors use ETFs

  5. Are Mutual Fund and ETF Investors Leaving Money on the Table?

    We take a look at a tactical closed - end fund investing strategy.

  6. Fact or Fiction: Exchange -Traded Funds Are More Tax-Efficient Than Mutual Funds

    ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.

  7. Getting Religion With Faith-Based Mutual Funds

    There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.

  8. Schneider: Volatility Will Be a Primary Focus for Investors

    As Fed policy tightens over the short term, investors will have to actively manage interest rate exposure while looking ahead to a 'new neutral' in the next three to five years, says PIMCO's Jerome Schneider.

  9. Bronze-Rated Fidelity Bond Fund Gains New Lead Manager

    Plus, an updated expense ratio for Silver-rated FMI Focus Fund, a new emerging-markets value offering from American Century, PIMCO hires a new equity boss from Schroders, and more. 

  10. Untangling ETF Tax-Efficiency Myths

    In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .

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