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Article Archive: Fund Spy

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Title Collection Author Date
Investors Show Willingness to Buy Untested Funds Fund Spy Kevin McDevitt, CFA 07/31/14
Are Some Flexible Funds Proving Academics Wrong? Fund Spy Janet Yang, CFA 07/29/14
Watch Out for the Tax Bill on These Funds Fund Spy Laura Lallos 07/24/14
The Temptations and Dangers of Higher-Yielding Funds Fund Spy Sarah Bush 07/22/14
Investors Are Fleeing These 3 Funds, but Should They? Fund Spy Greg Carlson 07/17/14
3 Surprising Findings from Morningstar's Alternatives Survey Fund Spy Josh Charlson 07/15/14
Can the FPA Way Survive Generational Change? Fund Spy Dan Culloton 07/10/14
The Target-Date Industry in 5 Charts Fund Spy Janet Yang, CFA 07/08/14
5 Things Your Fund Company Won't Tell You About Non-Traditional-Bond Funds Fund Spy Eric Jacobson 07/03/14
Target-Date Funds Get Cheaper, Use Tactical Allocation Well Fund Spy Janet Yang, CFA 07/01/14
3 Good Funds With Big Credit Risks Fund Spy Shannon Zimmerman 06/26/14
Evaluating Changes in a Multimanager Lineup Fund Spy Gregg Wolper 06/24/14
The Primecap Way of Managing Funds Fund Spy David Kathman, CFA, Ph.D. 06/19/14
3 New Non-Traditional-Bond Funds Leap Into the Fray Fund Spy Jason Kephart 06/17/14
Echoes of 2007 for U.S. Equity Funds Fund Spy Kevin McDevitt, CFA 06/12/14
College Savers Pay a Premium for 529s Fund Spy Kathryn Spica, CFA 06/10/14
Finding the True Champion Dividend-Growth Funds Fund Spy Dan Culloton 06/05/14
529 College-Savings Plans Lag, But Don't Count Them Out Fund Spy Kathryn Spica, CFA 06/03/14
529 Plans Continue to Make the Grade With College Savers Fund Spy Kathryn Spica, CFA 05/29/14
Lower Your Fees, Boost Your Returns Fund Spy Russel Kinnel 05/22/14
Should Shareholders Be Worried About Templeton's Ukraine Bet? Fund Spy Gregg Wolper 05/20/14
Fund Fees Are Dropping Fund Spy Russel Kinnel 05/15/14
Annuity Alternatives for Retirees Fund Spy Kathryn Spica, CFA 05/13/14
The Best-Laid Succession Plans Fund Spy Laura Lallos 05/08/14
A Red Giant Engulfs the Long-Short Category Fund Spy Josh Charlson 05/06/14
Funds That Buy Like Buffett, 2014 Fund Spy David Kathman, CFA, Ph.D. 05/01/14
How Bloated Is Your Fund? Fund Spy Russel Kinnel 04/29/14
The 9 Best 529 Plans Fund Spy Laura Pavlenko Lutton 04/27/14
Primecap's Best Practices Fund Spy David Kathman, CFA, Ph.D. 04/24/14
A Spotlight on World-Bond Funds Fund Spy Karin Anderson 04/22/14
The Elusive Diversified Natural-Resources Fund Fund Spy Kevin McDevitt, CFA 04/17/14
Former Artio Managers Take It Slow in New Venture Fund Spy Gregg Wolper 04/15/14
The Year's Biggest Fee Cuts and Hikes Fund Spy Russel Kinnel 04/10/14
Better Stewardship and Better Returns Go Hand in Hand Fund Spy Bridget B. Hughes, CFA 04/08/14
Sifting Through Fidelity's Large-Cap Medalists Fund Spy Katie Rushkewicz Reichart, CFA 04/03/14
Risk Parity's Year to Forget Fund Spy Josh Charlson 04/01/14
Late to the Bank-Loan Party Fund Spy Sarah Bush 03/27/14
Morningstar Identifies Winners Among Largest Fund Firms Fund Spy Bridget B. Hughes, CFA 03/25/14
Lineage Matters: Strong Firms' Funds Stand Taller Fund Spy Bridget B. Hughes, CFA 03/20/14
Morningstar's Current View on PIMCO Fund Spy Eric Jacobson 03/18/14
Fannie and Freddie Reversal Dings Fairholme Fund Spy Kevin McDevitt, CFA 03/13/14
Blurred Lines for Funds a Mixed Blessing for Investors Fund Spy Gregg Wolper 03/11/14
How We Rate Allocation Funds Fund Spy Greg Carlson 03/06/14
Don't Chase These Hot Performers Fund Spy Shannon Zimmerman 03/04/14
Mind the Gap 2014 Fund Spy Russel Kinnel 02/27/14
Discipline Gives DFA Its Edge Fund Spy Alex Bryan 02/25/14
Looking for Dividends and Quality in One Package Fund Spy Dan Culloton 02/20/14
Principal Is Branching Out, But Not Too Far Fund Spy David Kathman, CFA, Ph.D. 02/18/14
Munis and TIPS Beckon Fund Spy Michelle Canavan Ward, CFA 02/13/14
Buy the Unloved 2014 Fund Spy Russel Kinnel 02/11/14

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