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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. A Raft of Portfolio Manager Changes at Janus

    Also, Vanguard rolls out an emerging-markets bond fund , major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and Invesco to rework its quant funds.

  3. 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.

  4. No Great Rotation Into Equity Funds Yet

    After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.

  5. BigFoot Investments Unveils Professional Portfolio Management Toolkits for Advisors

    BigFoot Investments Unveils Professional Portfolio Management Toolkits for Advisors

  6. 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.

  7. Fed Action Keeping Bond Funds Popular

    The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.

  8. Mutual Fund Owners: Should You Switch to ETFs ?

    Less in fees means more remains in your account, but don't overlook outperforming managed funds.

  9. 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 .

  10. It's Time for a Reality Check on Closed -End Funds

    CEFs have a role in risk-tolerant portfolios.

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