Thu, 24 Jul 2014
High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
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.
Recent Morningstar research shows that while some buys exist across the equity fund universe, many areas, such as dividend-paying stocks, are close to fully valued.
Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
Morningstar's Eric Jacobson outlines three short-term bond funds that can protect against rate sensitivity, but mind the risks as such funds aren't cash substitutes.
New Analyst Ratings for target-date funds now focus on a series' process, but there's more than one route to a top rating, says Morningstar's Josh Charlson.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
Muni-bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
A big price tag keeps one fund in Neutral territory despite its pedigree, while two small-cap funds get Silver ratings.
Morningstar's Christine Benz and other financial experts weigh in on what to do when a sound portfolio practice collides with an unattractive asset class.
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