A number of new ETF products are making it easier for individuals to obtain access to traditional hedge fund strategies without paying hedge fund fees.
Bond-fund investors need to focus on duration, credit quality, and relative yields to better understand how much risk they're taking on, says Morningstar's Eric Jacobson.
Muni-bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
January asset flows revealed heavy buying activity of open-end equity funds for the first time in several years, but it's too soon to call it a trend, says Morningstar's Michael Rawson.
Jonathan Baum, the chairman and CEO of Dreyfus, resigned from the firm on Monday, Jan. 21, to pursue other interests, Morningstar reports.
Inflows to municipal bond mutual funds are shrinking, though they remained positive for a fifth straight week, as they recorded $109 million in inflows for the week of Feb. 6.
Flows to municipal bond mutual funds remained positive for a seventh straight week, but only modestly so, recording $292 million in inflows for the week of Feb. 20.
This mild portfolio is geared toward conservative investors with 10-year time horizons.
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