Article Archive: Fund Spy

Title Collection Author Date
Nominees for 2016 Domestic-Stock Fund Manager of the Year Fund Spy Christopher Franz 01/12/17
17 Funds for 2017 and Beyond Fund Spy Russel Kinnel 01/10/17
Bond Fund Duration May Overstate Rate Sensitivity Fund Spy Maciej Kowara 01/05/17
International-Stock Funds Conquer Concerns in 2016 Fund Spy Dan Culloton 01/03/17
The Year in U.S. Equity Funds: Resilient in a Tumultuous 2016 Fund Spy Andrew Daniels, CFA, CMA 12/30/16
The Year in Alternative Funds: A Bumpy Road With Some Bright Spots Fund Spy Josh Charlson, CFA 12/29/16
Bond Funds Year in Review: A Tale of Many Markets Fund Spy Sarah Bush 12/27/16
Winning Funds Often Look Like Losers Fund Spy Jeffrey Ptak, CFA 12/22/16
Like Snowflakes, No Two Bear Markets Are Alike Fund Spy Kevin McDevitt, CFA 12/20/16
The 11 Biggest Manager Changes of 2016 Fund Spy Russel Kinnel 12/19/16
Is the Bond Market Crashing? Fund Spy Eric Jacobson 12/15/16
Betting Responsibly on Healthcare Fund Spy Laura Lallos 12/13/16
Stress-Testing Funds Through Two Bear Markets and Two Bull Markets Fund Spy Russel Kinnel 12/08/16
PIMCO Settles With SEC Over Its Total Return ETF Fund Spy Eric Jacobson 12/06/16
The Challenges That Funds Face in Valuing Private Companies Fund Spy Katie Rushkewicz Reichart, CFA 12/06/16
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