Article Archive: Jeffrey Ptak, CFA

Title Collection Author Date
Analyzing the Recent Performance of the Morningstar Rating for Funds Fund Spy Jeffrey Ptak, CFA 04/07/20
Mohamed El-Erian: 'We Did Not Prepare for Something as Severe as What We’re Facing’ Investing Specialists Jeffrey Ptak, CFA 03/23/20
Has the Bear Market Been a Bonanza for Active Funds? Nope. Fund Spy Jeffrey Ptak, CFA 03/19/20
Active U.S. Stock Funds Have Done Better Lately, But Many Have Still Fallen Short Fund Spy Jeffrey Ptak, CFA 03/16/20
Why You Probably Don't Want to Mess With Your Target-Date Fund Fund Spy Jeffrey Ptak, CFA 03/11/20
Who's Trounced the Fund Averages? We Have. Fund Spy Jeffrey Ptak, CFA 02/11/20
How'd Active Funds Do in 2019? So-So Fund Spy Jeffrey Ptak, CFA 01/20/20
The Best of The Long View Podcast: Conversations With Portfolio Managers Investing Specialists Jeffrey Ptak, CFA 12/25/19
The Oddest Charts in Mutual Funds Tell a Good Story Fund Spy Jeffrey Ptak, CFA 12/17/19
30 Quotes From the First 30 Episodes of The Long View Fund Spy Jeffrey Ptak, CFA 11/26/19
Introducing the Enhanced Morningstar Analyst Rating for Funds Fund Spy Jeffrey Ptak, CFA 11/05/19
The Payoffs and Penalties of Investing in U.S. Active Funds Fund Spy Jeffrey Ptak, CFA 10/24/19
How the Analyst Ratings Could Change Under the New Approach to Assessing Funds Fund Spy Jeffrey Ptak, CFA 09/16/19
Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value) Investing Specialists Jeffrey Ptak, CFA 08/21/19
Want to Test Your Managers' Mettle? Ask Them to Work Backward Fund Spy Jeffrey Ptak, CFA 08/20/19
Is My Fund a Liquidity Trap? Fund Spy Jeffrey Ptak, CFA 07/15/19
Looking Forward to Changes to Our Forward-Looking Ratings Fund Spy Jeffrey Ptak, CFA 07/08/19
How Morningstar's Fund Ratings Have Performed Fund Spy Jeffrey Ptak, CFA 06/18/19