Article Archive: Fund Spy

Title Collection Author Date
Active Funds Are Dead. Long Live Active Funds. Fund Spy Jeffrey Ptak, CFA 05/21/18
This Fund Filled With Dividend Payers Earns an Upgrade Fund Spy Katie Rushkewicz Reichart, CFA 05/17/18
5-Star Funds That Are Less Than Meets the Eye Fund Spy Russel Kinnel 05/15/18
This Fund Brings Stability to a Volatile Sector Fund Spy Laura Pavlenko Lutton 05/10/18
Where Are the Benchmark-Beating Bond Funds? Fund Spy Miriam Sjoblom, CFA 05/08/18
The $1 Trillion Target-Date Fund Landscape in 5 Charts Fund Spy Jeff Holt, CFA 05/07/18
Funds That Buy Like Buffett, 2018 Fund Spy David Kathman, CFA, Ph.D. 05/03/18
Loans, TIPS, Inflation, and the Fed Fund Spy Eric Jacobson 05/02/18
Managers Who Have Bought Their Own Lagging Funds Fund Spy Dan Culloton 04/30/18
Investors See Largest Ever Decline in Fund Fees Fund Spy Patricia Oey 04/26/18
From Good to Gold Fund Spy Russel Kinnel 04/24/18
This Big Balanced Fund Is Getting Better Fund Spy Leo Acheson, CFA 04/23/18
A Compelling, Just-Reopened International-Stock Fund Fund Spy Alec Lucas, Ph.D. 04/19/18
Active Share Can Be Useful, But It’s Not a Silver Bullet Fund Spy Jeffrey Ptak, CFA 04/17/18
Who Got Burned in the Sell-Off Fund Spy Russel Kinnel 04/16/18
A Tumultuous First Quarter for International-Stock Funds Fund Spy William Samuel Rocco 04/10/18
This Fund Tries To Profit From Carnage Fund Spy Jonathan Wallace, CFA, CAIA 04/05/18
A Tempestuous Start to the Year for Fixed-Income Markets Fund Spy Emory Zink 04/03/18
First Quarter in U.S. Stock Funds: The Return of Volatility Fund Spy Tony Thomas 04/02/18
Risky Positions Lead to Neutral Rating for This Bank-Loan Fund Fund Spy Brian Moriarty 03/29/18
Our Favorite Domestic REIT Funds Fund Spy David Kathman, CFA, Ph.D. 03/27/18
Sorting the Rebels From the Conformists Fund Spy Russel Kinnel 03/26/18
This Fund Provides Global Exposure to Cloud Computing, Gaming, and AI Fund Spy Thomas Lancereau, CFA 03/22/18
Slow and Steady Wins the Race--in the Land of Make-Believe Fund Spy Jeffrey Ptak, CFA 03/20/18
Capital Group, Part II: Knowing Its Limits Fund Spy Alec Lucas, Ph.D. 03/19/18
3 Facts About the Best-Known S&P 500 Fund Fund Spy Adam McCullough, CFA 03/15/18
Capital Group, Part I: Still Relevant After All These Years Fund Spy Alec Lucas, Ph.D. 03/13/18
Fantastic Yields and Where to Find Them Fund Spy Russel Kinnel 03/08/18
Parnassus Investments: A Leader in Sustainable Investing Fund Spy Andrew Daniels, CFA, CMA 03/06/18
Managers Tiptoeing Toward the Exits in Corporates Fund Spy Emory Zink 03/05/18
5 Top Foreign Large-Cap Morningstar Medalists Fund Spy William Samuel Rocco 03/01/18
Will Active Stock Funds Save Your Bacon in a Downturn? Fund Spy Jeffrey Ptak, CFA 02/28/18
Tax Reform Shakes Up the Muni Market Landscape Fund Spy Elizabeth Foos 02/27/18
The Case for Royce Special Equity Fund Spy Russel Kinnel 02/26/18
Active U.S. Equity Funds Are Slowly Getting the Message on Fees Fund Spy Kevin McDevitt, CFA 02/22/18
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