Article Archive: Mutual Funds

Title Collection Author Date
Nominees for Fixed-Income Fund Manager of the Year Fund Spy Cara Esser, CFA 01/19/17
Hedging Hurt Long-Short Equity Funds in 2016 US Videos Josh Charlson, CFA 01/19/17
Rethinking Mutual Fund Pricing, Entirely Rekenthaler Report John Rekenthaler 01/18/17
Consider Hedging Your Global Bond Currency Risk ETF Specialist Phillip Yoo 01/18/17
Nominees for International-Stock Fund Manager of the Year Fund Spy Gregg Wolper 01/17/17
Silver-Rated CEF Is an Intriguing Alternative Income Option US Videos Wiley Green 01/17/17
Amundi to acquire Pioneer Investments Morningstar Research Portal Videos Mara Dobrescu, CFA 01/13/17
This Low-Cost, High-Quality Dividend ETF Earns High Marks ETF Specialist Ben Johnson, CFA 01/13/17
T Shares Are Best for Some Investors Rekenthaler Report John Rekenthaler 01/13/17
A Dramatic Rebound for Small-Caps Perspectives Francis Gannon 01/12/17
Nominees for 2016 Domestic-Stock Fund Manager of the Year Fund Spy Christopher Franz 01/12/17
Madison Mid Cap Is One to Watch US Videos Greg Carlson 01/12/17
European Fund Picks to Weather the Political Storm Morningstar Research Portal Videos Muna Abu-Habsa 01/11/17
2016 Shows That Factors Are Fickle ETF Specialist Ben Johnson, CFA 01/11/17
Vanguard Kills 2 Active Stock Funds Rekenthaler Report John Rekenthaler 01/11/17
Morningstar EMEA Manager Ratings Check Up Morningstar Research Portal Videos Jonathan Miller 01/11/17
Kinnel's Favorite Funds for Diversification US Videos Russel Kinnel 01/11/17
17 Funds for 2017 and Beyond Fund Spy Russel Kinnel 01/10/17
A Macro-Driven Core Bond Fund US Videos Cara Esser, CFA 01/10/17
Up and Down December Ratings Activity Fund Spy: Morningstar Medalist Edition Christopher Franz 01/09/17
Franklin Income Rewarded Faithful Investors in 2016 Fund Times Jeff Holt, CFA 01/08/17
A Small-Value ETF With an Eye on Profitability ETF Specialist Alex Bryan, CFA 01/06/17
Lower-Cost T Shares Coming to a Fund Near You Rekenthaler Report John Rekenthaler 01/06/17
Why Closed-End Muni Funds Tend to Have Longer Durations US Videos Alaina Bompiedi 01/05/17
6 Traits of the Best Indexes ETF Specialist Alex Bryan, CFA 01/04/17
The Legal Double Standard for Mutual Funds Rekenthaler Report John Rekenthaler 01/04/17
International-Stock Funds Conquer Concerns in 2016 Fund Spy Dan Culloton 01/03/17
A Small-Cap Fund for Cautious Investors US Videos Christopher Franz 01/03/17
Big Changes at the Top for T. Rowe in 2016 US Videos Katie Rushkewicz Reichart, CFA 01/01/17
American Funds Embraces No-Load World in 2016 US Videos Alec Lucas 12/31/16
A Mid-Cap Fund With a Purpose ETF Specialist Ben Johnson, CFA 12/30/16
The Year in U.S. Equity Funds: Resilient in a Tumultuous 2016 Fund Spy Andrew Daniels, CFA, CMA 12/30/16
Stock Returns May Not Be What They Seem Rekenthaler Report John Rekenthaler 12/30/16
The Year in Alternative Funds: A Bumpy Road With Some Bright Spots Fund Spy Josh Charlson, CFA 12/29/16
2 Large-Value Funds With Different Approaches to Dividends US Videos Susan Wasserman 12/29/16
The Best and Worst New ETFs of 2016 ETF Specialist Ben Johnson, CFA 12/28/16
3 Recommendations for Fund Companies Not Named Vanguard Rekenthaler Report John Rekenthaler 12/27/16
An Excellent Vanguard Allocation Fund US Videos Gretchen Rupp 12/27/16
What Top Fund Managers Expect in 2017 Market Update Bryan Borzykowski 12/26/16
Fidelity's 2016 Scorecard: Leaders and Laggards US Videos Katie Rushkewicz Reichart, CFA 12/25/16
MetWest Team Managing Massive Inflows Well Fund Times Karin Anderson 12/25/16
Vanguard Flows Dominate Again in 2016 US Videos Alec Lucas 12/24/16
The Downside of Conviction Rekenthaler Report John Rekenthaler 12/23/16
An International Value-Stock ETF With an Unorthodox Approach ETF Specialist Adam McCullough, CFA 12/23/16
Bank Loan Funds Could Soon Benefit From Rising Rates US Videos Brian Moriarty 12/23/16
Winning Funds Often Look Like Losers Fund Spy Jeffrey Ptak, CFA 12/22/16
Finding Great Funds That Have Top Sustainability Ratings Sustainability Matters Jon Hale, Ph.D., CFA 12/22/16
Kinnel: The Biggest Mutual Fund Stories of 2016 US Videos Russel Kinnel 12/22/16
3 Factors Driving ETF Capital Gains Tax Bills ETF Specialist Adam McCullough, CFA 12/21/16
Non-Traditional-Bond Funds: Getting It Wrong Rekenthaler Report John Rekenthaler 12/20/16