Financial Planning News
Fri, 24 May 2013
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Recent manager changes at T . Rowe and Janus resulted in Analyst Rating downgrades, says Morningstar's Russ Kinnel.
Morningstar's Katie Reichart talks about the firm's recent manager changes, dramatic inflows into its target-date funds , and its new quantitative lineup.
Thanks to thoughtful manager transitions, the firm's corporate culture remains stable. Plus, we recap T . Rowe fund upgrades and downgrades in 2015.
T . Rowe Price Balanced offers cheaper, more-streamlined access to the company's proven allocation strategy, while Personal Strategy Balanced dips into more-specialized pockets of the market.
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