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  1. Letter to the SEC

    Proposed rule to modernize disclosure is much needed.

  2. 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.

  3. August Accelerates Mutual Fund Outflows

    But passive equity and alternative strategies continue to draw interest.

  4. Mutual Funds Are (Mostly) Getting Better

    It's not your father's industry--thankfully.

  5. First Trust Advisors L.P. Announces Distributions for Exchange -Traded Funds

    First Trust Advisors L.P. Announces Distributions for Exchange - Traded Funds

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

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

  7. 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.

  8. 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 .

  9. 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.

  10. 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.

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