Article Archive: Fund Spy

Title Collection Author Date
5 Under-the-Radar Funds, and How the Morningstar Prospects List Has Performed Fund Spy Greg Carlson 02/20/18
Success Story: Target-Date Fund Investors Fund Spy Jeffrey Ptak, CFA 02/19/18
When Stocks Corrected, Were Our Alt Picks Ready for It? Fund Spy Jason Kephart, CFA 02/15/18
12 Funds for 2018 and Beyond Fund Spy Russel Kinnel 02/13/18
Stay Away From These Funds Fund Spy Katie Rushkewicz Reichart, CFA 02/08/18
Why Is My Bond Fund Pulling in Its Horns? Fund Spy Eric Jacobson 02/06/18
A Target-Date Fund Series Wins Gold Fund Spy Janet Yang, CFA 02/05/18
5 Large-Value Funds in Outflows That Investors May Want to Reconsider Fund Spy Linda Abu Mushrefova 02/01/18
4 Short-Term Bond Funds to Calm Rising-Rate Jitters Fund Spy Miriam Sjoblom, CFA 01/30/18
This Fund Is One of 2017's Biggest Disappointments Fund Spy Russel Kinnel 01/29/18
The Long and Short on Long-Short Equity Funds Fund Spy Patricia Oey 01/25/18
Announcing Morningstar's 2017 U.S. Fund Managers of the Year Fund Spy Laura Pavlenko Lutton 01/24/18
Nominees for 2017 Allocation/Alternatives Fund Manager of the Year Fund Spy Gretchen Rupp 01/23/18
Nominees for 2017 Fixed-Income Fund Manager of the Year Fund Spy Brian Moriarty 01/22/18
Buy the Unloved Fund Spy Christopher Davis 01/18/18
Nominees for 2017 International-Stock Fund Manager of the Year Fund Spy William Samuel Rocco 01/16/18
20 Fund Upgrades From 2017 Fund Spy Russel Kinnel 01/15/18
Nominees for 2017 Domestic-Stock Fund Manager of the Year Fund Spy Tony Thomas 01/11/18
The Year in Bond Funds -- 2017 Fund Spy Emory Zink 01/09/18
A Rewarding Year for International-Stock Funds Fund Spy Gregg Wolper 01/04/18
The Year in U.S. Equity Funds: Growth Was King in 2017 Fund Spy David Kathman, CFA, Ph.D. 01/02/18
Long-Short Equity Fees Ate Your Alpha Fund Spy Jason Kephart, CFA 12/28/17
PIMCO in the Post-Gross Era Fund Spy Eric Jacobson 12/26/17
Inside Morningstar's 401(k) Fund Spy Russel Kinnel 12/21/17
Funds Betting Big on Tech Fund Spy Kevin McDevitt, CFA 12/19/17
Report Card: How Well Has the Morningstar Analyst Rating Performed? Fund Spy Jeffrey Ptak, CFA 12/18/17
High-Yield State of Mind Fund Spy Brian Moriarty 12/14/17
Making Fund Screeners Fantastic Fund Spy Russel Kinnel 12/12/17
5 Mid-Cap Favorites With Attractive Downside Protection Fund Spy Linda Abu Mushrefova 12/07/17
Passive Fund Providers Take an Active Approach to Investment Stewardship Fund Spy Hortense Bioy, CFA 12/06/17
Beware of Rate Risk in Passive Core Bond Funds Fund Spy Karin Anderson 12/05/17
Are the Oakmark Funds Prepared for the Future? Fund Spy Greg Carlson 12/04/17
Diversification: A Reason to Stay the Course With Your High-Quality Bond Fund Fund Spy Sarah Bush 11/30/17
Investors Experience Higher and Rising Fees for Liquid Alternative Funds Fund Spy Patricia Oey 11/28/17
A Few Investment Lessons I've Picked Up Over the Years Fund Spy Russel Kinnel 11/27/17
Should You Be Concerned About Exposure to Defaulted Venezuelan Bonds? Fund Spy Karin Anderson 11/21/17
Beware of Rising Valuations Fund Spy Gretchen Rupp 11/20/17
Dodge & Cox: Built to Last Fund Spy Andrew Daniels, CFA, CMA 11/16/17
Many Alternative Funds Have Disappointed Investors Fund Spy Russel Kinnel 11/14/17
PIMCO Income's Fee Hike Doesn't Hold Water Fund Spy Eric Jacobson 11/09/17
5 Under-the-Radar and Up-and-Coming Funds Fund Spy Greg Carlson 11/07/17
Is PIMCO Income the New Total Return? Fund Spy Miriam Sjoblom, CFA 11/06/17
Small-Value Funds Worth a Look Fund Spy Dan Culloton 11/02/17
5 Medalist Funds That Have Been Negatively Correlated With the Market Fund Spy Jason Kephart, CFA 10/31/17
Inside the Morningstar Style Box for Alternatives Fund Spy Jason Kephart, CFA 10/30/17
Three 529 Plans Suffer Downgrades in 2017 Fund Spy Leo Acheson, CFA 10/26/17
Setting the Record Straight on Our Fund Ratings Fund Spy Jeffrey Ptak, CFA 10/25/17
Morningstar Names Best 529 College Savings Plans for 2017 Fund Spy Leo Acheson, CFA 10/24/17
4 Bond-Fund Basics Worth Knowing Fund Spy Eric Jacobson 10/23/17
T. Rowe Price Is Managing Change Well Fund Spy Katie Rushkewicz Reichart, CFA 10/19/17