Article Archive

Title Collection Author Date
Emerging-Markets Local Debt Could Finally Be Poised to Rebound Fund Spy Mike Mulach 01/21/22
AQR's Long Road Back to Average Fund Spy Bobby Blue 01/20/22
Buy the Unloved: 2022 Edition Fund Spy Christopher Franz, CFA 01/19/22
4 New Funds on Our Radar Fund Spy Nicholas Goralka 01/19/22
How Have the Highest-Flying Stock Funds Done Lately? Not Great Fund Spy Jeffrey Ptak, CFA 01/18/22
Allocation Funds’ 2021 Highlights Fund Spy Greg Carlson 01/14/22
Target-Date Fund Flows Bounce Back in 2021 Fund Spy Megan Pacholok 01/13/22
15 Funds for 2022 and Beyond Fund Spy Russel Kinnel 01/11/22
The Year in U.S. Stock Funds Fund Spy Eric Schultz 01/03/22
2021: The Year in Bond Funds Fund Spy Sam Kulahan, CFA 01/03/22
A Mixed Bag for International Funds in 2021 Fund Spy Nicholas Goralka 01/03/22
Infrastructure Funds Take Their Turn in the Spotlight Fund Spy Patricia Oey 12/23/21
What Morningstar Fund Analysts Are Reading Fund Spy Emory Zink 12/22/21
Do Fund Managers Think Inflation Is Here to Stay? Fund Spy David Carey 12/22/21
4 of the Best Bond-Pickers Fund Spy Brian Moriarty 12/20/21
10 Funds That Are Acorns Fund Spy Russel Kinnel 12/17/21
4 Sneaky-Good Sector Funds Fund Spy Jack Shannon 12/16/21
Black Friday Turns November Into a Cruel Month for Trend Followers Fund Spy Erol Alitovski 12/08/21
4 Funds With Outsize Stakes in Junk Bonds Fund Spy Sam Kulahan, CFA 12/06/21
Funds with Big Energy Bets Fund Spy David Kathman, CFA, Ph.D. 12/01/21
Why Did a Star Manager Take His Boutique Fund Firm Public? Fund Spy Gregg Wolper 11/29/21
Manager Question of the Month: How Do Managers Approach Boom-or-Bust Biotech Stocks? Fund Spy Drew Carter 11/24/21
The Problems With the World’s Biggest Bitcoin Fund Fund Spy Bobby Blue 11/22/21
Best Funds in Fidelity's Sweet Spot Fund Spy Robby Greengold, CFA 11/18/21
Top Fund Managers Retreat From China in the Third Quarter Fund Spy Jack Shannon 11/17/21
It's Hard to Argue for High-Active-Share Funds Fund Spy Robby Greengold, CFA 11/16/21
How Useful Is It to Close Funds? Fund Spy Russel Kinnel 11/15/21
When Bad Taxes Happen to Good Funds Fund Spy Amy C. Arnott, CFA 11/15/21
You Probably Own Too Much Domestic Equity Fund Spy Todd Trubey 11/12/21
Costs Weigh on the Nation’s Largest 529 Plan Fund Spy Tom Nations, CFP® 11/10/21
Short-Term Bond Fund Investors Get Active Fund Spy Benjamin Slupecki 11/05/21
Capital Gains Roundup: 2021 Edition Fund Spy Christopher Franz, CFA 11/03/21
Bond Funds That Are All Defense Fund Spy Gabriel Denis 11/01/21
Big Risks for Big Yield Fund Spy Adam Millson 10/27/21
The Top 529 Education Savings Plans of 2021 Fund Spy Adam Millson 10/26/21
Farewell, Mutual Funds in 401(k)s? Fund Spy Jason Kephart, CFA 10/22/21
Are Water Funds Too Watered Down? Fund Spy Bobby Blue 10/21/21
What to Consider When Buying a Dividend Stock Fund Fund Spy Alec Lucas, Ph.D. 10/18/21
After Evergrande, Is Fantasia’s Collapse a Sign of Worse to Come? Fund Spy Shannon Kirwin 10/18/21
How to Protect Your Portfolio From Inflation Fund Spy Russel Kinnel 10/15/21
Did the Pandemic Change How Fund Managers Think About Risk? Fund Spy David Kathman, CFA, Ph.D. 10/14/21
The Thrilling 37 Fund Spy Russel Kinnel 10/13/21
The Best HSA Plans of 2021 Fund Spy Megan Pacholok 10/07/21
International Funds: Third Quarter Wrap-Up Fund Spy Gregg Wolper 10/05/21
Fixed Income Funds: Third-Quarter Wrap-Up Fund Spy Mike Mulach 10/04/21
Vanguard Cuts Target-Date Fund Fees as Fidelity Continues to Gain Momentum Fund Spy Jason Kephart, CFA 10/04/21
U.S. Equity Funds: Third-Quarter Wrap-Up Fund Spy Eric Schultz 10/01/21
Who’s Helping the Fund Managers Manage? Fund Spy Gregg Wolper 09/29/21
Which Bond Funds Are Most Exposed to Evergrande? Fund Spy Mara Dobrescu, CFA 09/27/21
How Strong Are Target-Date Series' Potential Building Blocks? Fund Spy Greg Carlson 09/27/21