Mon, 25 Sep 2017
What fund managers signal about capacity for a strategy.
Whether you need to fill a hole in your retirement portfolio or want to find a world-class company at a bargain-basement stock price, a trio of Morningstar specialists share their shopping lists of topnotch candidates.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
The fund giant saw an executive-management shuffle, ultra-short- bond fund launch, new lower-touch advisory service, and continued inflow domination.
2015 saw the largest outflows from U.S. equity funds--driven by redemptions at actively managed funds--and the largest inflows to international-stock funds.
As yields rose, both taxable- and municipal- bond funds saw record monthly redemptions in absolute terms in June.
Income-hungry investors sought out niche fixed-income funds like bank-loans and non-traditional bonds in the first quarter, while the so-called great rotation into stocks is not yet confirmed.
U.S. equity funds have seen their strongest inflows since 2000 this year, as passive funds continue to garner strong interest, active fund outflows moderate, and investors sell their core bond funds .
Retirement beckons, and this couple has some decisions to make.
Ideas for complementing a portfolio skewed toward one fund company.
It's been a good year for PIMCO but an off year for many American Funds.
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