Private Equity Funds for the Masses
What investors should know before they dive in.
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Following the Smart Money to AlphaTFS' Eric Newman, whose team earned Alternative Managers of the Year honors, says watching for insider signals mainly in small caps allowed their fund to pull in the best absolute return in its category in 2012.
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Fidelity's 2012 Leaders and LaggardsRelative to their categories, Fidelity's stock funds generally fared better than its fixed-income portfolios last year, but several funds in both camps have good long -term prospects.
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Best Investment Ideas for Retirement PortfoliosMorningstar's Christine Benz discusses current pockets of opportunity with director of ETF research Scott Burns, dividend strategist Josh Peters, and associate director of fixed-income fund analysis Miriam Sjoblom.
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Top Alternatives for a Well-Rounded PortfolioWilliam Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis, and ETF analyst Tim Strauts outline smart diversification strategies in this 50-minute roundtable discussion.
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The Advantages of Buying LocalProximity to well-managed growth-oriented companies allow Morningstar 2012 Domestic- Stock Fund Managers of the Year Bill Frels and Mark Henneman to get the complete picture of their stock ideas.
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Experts Answer Your Retirement QuestionsFinancial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
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Retirement Planning: Opportunities and Challenges TodayMorningstar's Christine Benz discusses retirement portfolio planning strategies and pitfalls with T. Rowe Price senior financial planner Christine Fahlund, noted advisor Mark Balasa of wealth management firm Balasa Dinverno Foltz, and Morningstar Investment Services' Jeff Ptak.
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Session 3: Best Investment Ideas RoundtableA panel of Morningstar equity, mutual fund , and ETF experts detail several individual investment opportunities and sensible investing strategies for income and growth in today's tough market.
