Wed, 1 Jul 2015
It can be helpful to evaluate both fundamental and relative equity valuations, with a few caveats.
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.
Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.
The fund giant saw an executive-management shuffle, ultra-short- bond fund launch, new lower-touch advisory service, and continued inflow domination.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
As yields rose, both taxable- and municipal- bond funds saw record monthly redemptions in absolute terms in June.
Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.
Moving in the right direction.
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
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