• / Free eNewsletters & Magazine
  • / My Account
Home>Mutual Funds

Mutual Funds

  1. All
  2. Morningstar Articles
  3. Videos
  4. 3rd Party
  5. Investing
  6. Research
  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. Nasdaq Parties Like It's 2000, but More Sedately

    Nasdaq Parties Like It's 2000, but More Sedately

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

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

  4. 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.

  5. 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 .

  6. 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.

  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. Which Investments Could Benefit From Rising Interest Rates?

    Bank loans and financials stocks could rise if rates do, but interested investors should be careful not to overpay.

  9. 3 Tax-Efficient 'Bucket' Portfolios for Retirees

    Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

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

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

12345
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.