Article Archive: Fund Spy

Title Collection Author Date
Growing Fund Choices Spur 4 New Categories Fund Spy Josh Charlson, CFA 05/03/16
A Better Way to Look at Allocation Funds Fund Spy Benjamin N. Alpert, CFA, CAIA 05/02/16
Funds That Buy Like Buffett 2016 Fund Spy David Kathman, CFA, Ph.D. 04/28/16
Average Fund Costs Continue to Decline in 2015 Fund Spy Patricia Oey 04/26/16
Mother of Flowmageddon Fund Spy Russel Kinnel 04/21/16
5 Funds Whose Trailing Returns Don't Tell the Whole Story Fund Spy Leo Acheson, CFA 04/19/16
Short-Term Volatility May Signal Longer-Term Problems Fund Spy Laura Lallos 04/14/16
Encouraging Signs for Target-Date Funds Fund Spy Jeff Holt, CFA 04/12/16
It's Flowmageddon! Fund Spy Russel Kinnel 04/07/16
This Small-Cap Pick Sparkles Fund Spy Laura Lallos 04/05/16
Breaking Down the Multialternative Category Fund Spy Josh Charlson, CFA 03/31/16
Liquidity and the Law of Unintended Consequences Fund Spy Eric Jacobson 03/29/16
High Payout Ratios Come With Risk Fund Spy Kevin McDevitt, CFA 03/22/16
5-Globe Medalists by Category Fund Spy David Kathman, CFA, Ph.D. 03/17/16
Do Morningstar Medalists Have Higher Sustainability Ratings? Fund Spy Laura Lallos 03/17/16
Sustainable Funds Are Walking the Walk Fund Spy Jon Hale 03/17/16
Introducing the Morningstar Sustainability Rating for Funds Fund Spy Jon Hale 03/17/16
Is the Quant Fund Rally Fading? Fund Spy Greg Carlson 03/15/16
J.P. Morgan Asset Management: A Reliable Steward Fund Spy Laura Lallos 03/10/16
Who Is Really in It for the Long Haul? Fund Spy Leo Acheson, CFA 03/08/16
Tempering the Risk of Small Caps Fund Spy Laura Lallos 03/03/16
Why High Quality Means Lower Risk Fund Spy Russel Kinnel 03/01/16
Lord Abbett Continues to Build Fund Spy Cara Esser, CFA 02/25/16
3 Things Your Bond Fund Manager Doesn't Want You to Know Fund Spy Eric Jacobson 02/23/16
A Unique Money Manager With Unique Challenges Fund Spy Dan Culloton 02/18/16
Our Favorite World-Bond Funds Fund Spy Karin Anderson 02/16/16
5 Top Emerging-Markets Funds That Look Beyond Emerging Markets Fund Spy Gregg Wolper 02/11/16
Ratings Upgrades and Downgrades for U.S. Target-Date Series Fund Spy Janet Yang, CFA 02/09/16
8 Top Fund Portfolios in Pictures Fund Spy Russel Kinnel 02/04/16
Minding the Curve Fund Spy Cara Esser, CFA 02/02/16
Oppenheimer: Moving Forward, But Still Work to Do Fund Spy David Kathman, CFA, Ph.D. 01/28/16
Announcing Morningstar’s 2015 Fund Managers of the Year Fund Spy Jon Hale 01/26/16
Common Questions (and Answers) for Uncommon Markets Fund Spy Dan Culloton 01/21/16
Nominees for 2015 Alternatives Fund Manager of the Year Fund Spy Josh Charlson, CFA 01/21/16
Winter Has Come for Alternative Funds Fund Spy Jason Kephart 01/19/16
Nominees for 2015 Allocation Fund Manager of the Year Fund Spy Leo Acheson, CFA 01/19/16
Do You Need to Diversify by Fund Company? Fund Spy Russel Kinnel 01/18/16
The January Sell-Off and Your Mutual Funds Fund Spy Russel Kinnel 01/15/16
Nominees for 2015 Fixed-Income Fund Manager of the Year Fund Spy Sumit Desai, CFA 01/14/16
Nominees for 2015 International-Stock Fund Manager of the Year Fund Spy Gregg Wolper 01/12/16
Nominees for 2015 Domestic-Stock Fund Manager of the Year Fund Spy Alec Lucas 01/11/16
The Year in Alternative Funds Fund Spy Josh Charlson, CFA 01/07/16
Winning Funds Often Flame Out Fund Spy Alex Bryan 01/05/16
Morningstar's Picks: How Our Ratings Work Fund Spy 01/04/16
For World-Bond Funds, Currencies Are No Sideshow Fund Spy Karin Anderson 12/31/15
The Year in Bond Funds Fund Spy Sarah Bush 12/29/15
Rising Concentration Points to New Risks Fund Spy Leo Acheson, CFA 12/28/15
The Year in International-Stock Funds Fund Spy Gregg Wolper 12/24/15
Many Concerns About Third Avenue Fund Spy Bridget B. Hughes, CFA 12/22/15
Junk-Bond Funds Settle Down After a Rough Week Fund Spy Sarah Bush 12/17/15