Article Archive

Title Collection Author Date
A Look Back on Morningstar Ratings: How Well Have They Sorted Global Funds? Fund Spy Jeffrey Ptak, CFA 01/27/23
4 Value Funds Enduring the Bear Market Fund Spy Stephen Welch, CFA 01/27/23
Tax Benefits for Active and Passive Real Estate Investors Fund Spy Jeremy Pagan 01/25/23
3 High-Yield Bond Funds Offering Appealing Payouts Fund Spy Chiayi Tsui 01/24/23
4 of the Best Bond Investors Fund Spy Brian Moriarty 01/23/23
4 New Funds on Our Radar Fund Spy Stephen Welch, CFA 01/20/23
American Funds Garners the Most Target-Date Mutual Fund Flows in 2022 Fund Spy Megan Pacholok 01/19/23
Investing in REITs vs. Direct Real Estate Fund Spy Jeremy Pagan 01/18/23
Expanding Our Model Portfolio Coverage With Quantitative Ratings Fund Spy Jason Kephart, CFA 01/18/23
Real Estate Funds, Private REITs, and BREIT: What You Need to Know Fund Spy David Kathman, CFA, Ph.D. 01/18/23
U.S. Fund Flows: Investors Bail in 2022 Fund Spy Adam Sabban, CFA 01/17/23
Former Manager of Vanguard Fund Dies Fund Spy Andrew Redden 01/12/23
The Role of Real Estate Investments in a Portfolio Fund Spy Jeremy Pagan 01/11/23
Should Investors Consider This Upgraded Bond Fund in 2023? Fund Spy Brian Moriarty 01/10/23
3 Sector Funds Worth Considering Fund Spy Jack Shannon 01/10/23
How Large-Growth Funds Are Navigating Their Concentrated Universe Fund Spy Robby Greengold, CFA 01/09/23
20 Funds for Investors to Consider in 2023 Fund Spy Russel Kinnel 01/06/23
This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold Fund Spy Stephen Margaria 01/06/23
Q4 Rally Is Cold Comfort for Battered Bond-Fund Investors Fund Spy Peter Marchese 01/04/23
No Fun for Stock Funds in 2022 Fund Spy Gregg Wolper 01/03/23
Jennison Associates Co-Founder Spiros ‘Sig’ Segalas Has Died Fund Spy Paul Ruppe, CFA, CPA 01/03/23
Contrarian Picks for 2023 and Beyond Fund Spy Anthony Thorn 12/30/22
2 Emerging-Markets Bond Funds to Consider Fund Spy Brian Moriarty 12/28/22
Guggenheim CIO Scott Minerd Has Died Fund Spy Eric Jacobson 12/22/22
Morningstar’s 2022 Recommended Reading List Fund Spy Janet Yang Rohr, CFA 12/16/22
The Outlook for Healthcare in the COVID Era Fund Spy Russel Kinnel 12/16/22
Crypto’s Crash Reinforces Old Lessons for Fund Investors Fund Spy Eric Schultz 12/16/22
4 Equity-Income Funds That Have Played Good Defense in 2022 Fund Spy Paul Ruppe, CFA, CPA 12/14/22
Why Vanguard Total International Stock ETF Has an Advantage in 2023 and Beyond Fund Spy Zachary Evens 12/13/22
2 Prominent Core Bond Funds Head in Different Directions Fund Spy Thomas Murphy 12/09/22
The Diversification Strategy That’s Older Than Target-Date Funds Fund Spy Greg Carlson 11/30/22
4 Short-Term Bond Funds That Have Stood the Test of Time Fund Spy Elizabeth Templeton 11/28/22
15 Top Wealth Creators in the Fund Industry Fund Spy Amy C. Arnott, CFA 11/28/22
U.S. Fund Flows: Investors Continued to Pull Back in October Fund Spy Adam Sabban, CFA 11/22/22
4 Bond Funds With Tax Issues Fund Spy Paul Olmsted 11/21/22
Lessons From a Multibillion-Dollar Fund Scandal Fund Spy Elizabeth Templeton 11/15/22
Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year? Fund Spy Stephen Welch, CFA 11/15/22
How Two Thrivent Managers Craft a Successful Small-Cap Stock Portfolio Fund Spy Tony Thomas, Ph.D. 11/11/22
Upgrade for a Vanguard Fund That Offers Inflation Protection Fund Spy Chiayi Tsui 11/11/22
Why Dodge & Cox Income Fund Is Tough to Beat Fund Spy Sam Kulahan, CFA 11/08/22
Which Fund Companies Are Getting Upgraded? Fund Spy Russel Kinnel 11/08/22
4 Stock Funds Where Talent Tops Mediocre Processes Fund Spy Sachin Nagarajan 11/08/22
Mutual Funds Have a TikTok Problem Fund Spy Jack Shannon 11/04/22
Morningstar 529 Ratings: The Top Plans and What They Offer Fund Spy Patricia Oey 11/02/22
Bond Ladder ETFs Can Help Investors Climb Higher Fund Spy Saraja Samant, CFA 10/26/22
Demystifying Investor Portfolios Around the World Fund Spy Matias Möttölä, CFA 10/24/22
6 Bond Funds for Navigating Inflation Fund Spy Paul Olmsted 10/18/22
The Thrilling 31: A List of Great Funds Fund Spy Russel Kinnel 10/14/22
A Muni Fund and a Tech Fund Earn Ratings Upgrades Fund Spy Greg Carlson 10/07/22
4 Stock Funds Whose Processes Don’t Need Genius Management Fund Spy Sachin Nagarajan 10/07/22