Article Archive: Fund Spy

Title Collection Author Date
Is Private Company Ownership a Risk for Mutual Funds? Fund Spy Katie Rushkewicz Reichart, CFA 12/05/16
WisdomTree Working to Balance Its Growth Fund Spy Adam McCullough, CFA 12/01/16
Women Fund Managers Making Gains Among Passive Funds, Funds of Funds Fund Spy Madison Sargis 11/29/16
Women Fund Managers Are Scarce Worldwide Fund Spy Madison Sargis 11/28/16
Does the Star Rating for Funds Predict Future Performance? Fund Spy Jeffrey Ptak, CFA 11/22/16
Some Fund Companies Missed the News About Falling Fees Fund Spy Russel Kinnel 11/21/16
Investing Taxable Money in Active Stock Funds? Bad Idea Fund Spy Jeffrey Ptak, CFA 11/17/16
5 More Under-the-Radar and Up-and-Coming Funds Fund Spy Greg Carlson 11/15/16
Putting Morningstar’s New Style Box to Work Fund Spy Jason Kephart 11/10/16
A Balanced Batch of New Allocation Fund Ratings Fund Spy Janet Yang, CFA 11/08/16
Fund Managers Who Are Buying Their Funds Fund Spy Russel Kinnel 11/07/16
Bond Fund Duration: An Art, Not a Science Fund Spy Eric Jacobson 11/03/16
Introducing the Morningstar Analyst Rating for ETFs Fund Spy Ben Johnson, CFA 11/01/16
What History Tells Us About the Impact of a Fed Rate Hike Fund Spy Eric Jacobson 10/31/16
6 529 Plans Suffer Downgrades in 2016 Fund Spy Leo Acheson, CFA 10/27/16
Morningstar Names Best 529 College-Savings Plans for 2016 Fund Spy Leo Acheson, CFA 10/25/16
Can First Eagle's New Owners and CEO Balance Stability and Growth? Fund Spy Greg Carlson 10/24/16
A New Framework for Analyzing Alternative Mutual Funds Fund Spy Jason Kephart 10/20/16
U.S. Equity Funds Enter Uncharted Territory Fund Spy Kevin McDevitt, CFA 10/18/16
Making Sense of Merger-Arbitrage Funds Fund Spy Tayfun Icten 10/17/16
Here Come the Load Funds Fund Spy Russel Kinnel 10/13/16
(Re)introducing Capital Group's American Funds Fund Spy Alec Lucas 10/11/16
Time to Give Up on Multiasset Inflation-Protection Funds? Fund Spy Janet Yang, CFA 10/06/16
6 Small-Growth Keepers Fund Spy Russel Kinnel 10/04/16
What's New in Sustainable Funds Fund Spy David Kathman, CFA, Ph.D. 10/03/16
A Mixed Quarter for Interest Rates, but Credit Continues Its Rally Fund Spy Sarah Bush 09/29/16
Emerging Markets a Bright Spot in the Third Quarter Fund Spy Gregg Wolper 09/27/16
How Can a Bond Have a Negative Yield? Fund Spy Eric Jacobson 09/22/16
Fund Companies With Perfect Marks for Manager Retention Fund Spy Russel Kinnel 09/20/16
Do Multiasset Volatility-Protection Funds Deliver? Fund Spy Janet Yang, CFA 09/19/16
This Prominent Fund's Struggles Don't Doom the Category Fund Spy Josh Charlson, CFA 09/15/16
Kinnel's Fantastic 45 Funds Fund Spy Russel Kinnel 09/13/16
Can This Fund Outsmart Global Bond Markets? Fund Spy Miriam Sjoblom, CFA 09/08/16
Check Out These 9 Newly Rated Funds Fund Spy Katie Rushkewicz Reichart, CFA 09/06/16
No Signs of Complacency at Vanguard Fund Spy Kevin McDevitt, CFA 09/01/16
5 More Under-the-Radar and Up-and-Coming Funds Fund Spy Dan Culloton 08/30/16
World-Bond Funds Grapple With Japan's Negative Yields Fund Spy Karin Anderson 08/25/16
Where Do Bank-Loan Funds Go From Here? Fund Spy Sumit Desai, CFA 08/23/16
5 Great Funds for Playing Defense Fund Spy Russel Kinnel 08/18/16
Absolute-Return Funds Aren't Hitting Their Mark Fund Spy Janet Yang, CFA 08/16/16
Munis Keep Raking in Cash, Posting Respectable Gains Fund Spy Elizabeth Foos 08/11/16
Change and Continuity at Oakmark International Fund Spy Gregg Wolper 08/09/16
4 Funds Making Big Emerging-Markets Bets Fund Spy Alec Lucas 08/04/16
10 Great Balanced Funds Fund Spy Russel Kinnel 08/02/16
Where Have PIMCO Total Return's Assets Gone? Fund Spy Miriam Sjoblom, CFA 08/01/16
3 Funds That Go Their Own Way Fund Spy Emory Zink 07/28/16
10 Under-the-Radar and Up-and-Coming Funds Fund Spy Dan Culloton 07/26/16
Revisiting 80 Years of Sloth Fund Spy Kevin McDevitt, CFA 07/21/16
Columbia Threadneedle Is Still Finding Its Way Fund Spy Gretchen Rupp 07/19/16
The Trouble With Active Share Fund Spy Russel Kinnel 07/14/16