Article Archive: Fund Spy

Title Collection Author Date
A Look at Fidelity’s Tax-Exempt Lineup Fund Spy Elizabeth Foos 11/24/15
Separating Skill From Luck in Active Management Fund Spy Janet Yang, CFA 11/19/15
The Four Passive Funds in My Portfolio Fund Spy Russel Kinnel 11/17/15
Taking the Top Off Convertible Funds Fund Spy Cara Esser, CFA 11/12/15
Don’t Miss These Newly Minted Medalists Fund Spy Russel Kinnel 11/10/15
In Search of Tax Efficiency Fund Spy Alex Bryan 11/05/15
The 10 Biggest Manager Changes of 2015 Fund Spy Russel Kinnel 11/03/15
These Funds Have Scary Fees Fund Spy Russel Kinnel 10/29/15
Emerging-Markets Exposure in Medalist World-Bond Funds Fund Spy Karin Anderson 10/27/15
State Tax Perks and 529 Plans Fund Spy Janet Yang, CFA 10/21/15
Morningstar Names Best 529 College-Savings Plans for 2015 Fund Spy Leo Acheson, CFA 10/20/15
Fidelity Keeps Moving in the Right Direction Fund Spy Katie Rushkewicz Reichart, CFA 10/15/15
SEC Calling Attention to Hidden Costs Fund Spy Russel Kinnel 10/13/15
Taking a Hint From Warren Buffett Fund Spy Russel Kinnel 10/08/15
Harding Loevner Has Succeeded by Staying Focused Fund Spy William Samuel Rocco 10/06/15
Capital Group Stays at the Top Through Hard Work Fund Spy Janet Yang, CFA 10/01/15
PIMCO Total Return: One Year Since the Revolution Fund Spy Eric Jacobson 09/29/15
A Workaround for High Alternative Fund Fees Fund Spy Jason Kephart 09/24/15
How Will Bond Funds React to Rising Rates? Fund Spy Cara Esser, CFA 09/22/15
What History Tells Us About the Impact of a Fed Rate Hike Fund Spy Eric Jacobson 09/17/15
August Accelerates Mutual Fund Outflows Fund Spy Laura Lallos 09/15/15
6 Active Mid-Cap Funds to Buy (or Keep) Fund Spy Russel Kinnel 09/10/15
4 of the Best Wide-Ranging Bond Funds Fund Spy Russel Kinnel 09/08/15
Finding Sustainable and Growing Dividends Among U.S. Equity Funds Fund Spy Kevin McDevitt, CFA 09/03/15
Staying on Target for Retirees? Fund Spy Jeff Holt, CFA 09/01/15
Did Alternative Funds Stand Tall or Fall Down? Fund Spy Josh Charlson, CFA 08/31/15
Opportunity in the High-Yield Bond Market? Fund Spy Sumit Desai, CFA 08/27/15
These Formerly 'Fantastic' Funds Now Miss the Mark Fund Spy Laura Pavlenko Lutton 08/25/15
Is Legg Mason’s Rebound Sustainable? Fund Spy David Kathman, CFA, Ph.D. 08/20/15
How Flows Affect Your Fund Fund Spy Dan Culloton 08/18/15
Room for Improvement but Franklin Templeton Fares Better Than Most Fund Spy Alec Lucas 08/13/15
Mind the Gap 2015 Fund Spy Russel Kinnel 08/11/15
PIMCO Put on Notice Fund Spy Michael Herbst 08/06/15
The Case for Core Bond Funds Fund Spy Cara Esser, CFA 08/04/15
Puerto Rico Back in the Hot Seat Fund Spy Elizabeth Foos 07/30/15
More Than Meets the Eye With Long-Short Equity Betas Fund Spy Josh Charlson, CFA 07/28/15
Mid-Value Funds All Over the Map Fund Spy Russel Kinnel 07/23/15
New Managers Have Yet to Make Their Mark Fund Spy Katie Rushkewicz Reichart, CFA 07/21/15
Partnerships Have Improved John Hancock Fund Spy Laura Pavlenko Lutton 07/16/15
Potholes and Opportunities in Alternative Investments Fund Spy Josh Charney, CFA 07/13/15
A Surprisingly Healthy First Half for International-Stock Funds Fund Spy Gregg Wolper 07/09/15
The Top- and Bottom-Performing U.S. Equity Funds From the First Half Fund Spy Russel Kinnel 07/07/15
Bond Market Midyear Review: The Calm Before the Storm? Fund Spy John Gabriel 07/02/15
Enhance Fund Analysis With Study of Its Parent Fund Spy Bridget B. Hughes, CFA 06/30/15
Morningstar's Active/Passive Barometer Fund Spy Ben Johnson, CFA 06/25/15
8 Funds That Investors Are Fleeing in Droves Fund Spy Russel Kinnel 06/23/15
Should You Join the Crowd on 6 of the Hottest-Selling Funds? Fund Spy Russel Kinnel 06/18/15
PIMCO in Better Shape Than Expected Fund Spy Michael Herbst 06/16/15
Weighing in on PIMCO's Prospects Fund Spy Sarah Bush 06/11/15
DFA's Disciplined Approach Earns It a Top Mark Fund Spy Alex Bryan 06/09/15