Article Archive: Direct Cloud Articles

Title Collection Author Date
September U.S. Fund Snapshot: Small-Cap Funds Jump, Value Funds Perk Up Direct Cloud Articles Tom Lauricella 10/04/17
Under the Hood: Is It Growth-Stock Rally, Momentum-Stock Rally, Or Both? Direct Cloud Articles Tom Lauricella 09/19/17
August U.S. Fund Return Snapshot: Growth Funds Widen Their Lead Direct Cloud Articles Tom Lauricella 09/06/17
More U.S. Asset Managers Providing Monthly AUM is a Good Thing Direct Cloud Articles Greggory Warren, CFA 08/14/17
DOL Fiduciary Rule Reportedly Delayed, but Industry Itself Is on Path to More Fiduciary Practices Direct Cloud Articles Michael Wong, CFA, CPA 08/10/17
What's Happened and What's Next for the U.S. DOL Fiduciary Rule Direct Cloud Articles Aron Szapiro 08/10/17
July U.S. Fund Return Snapshot: Foreign Stock Funds Lead the Charge Direct Cloud Articles Tom Lauricella 08/03/17
Morningstar Direct Cloud Review of U.S. Fund Expenses Q2 2017 Direct Cloud Articles Christina West 07/21/17
U.S. Organic Growth Rate Fund Flow Trends in Six Charts Direct Cloud Articles Tom Lauricella 07/11/17
June U.S. Fund Return Snapshot: Small-Cap, Value Bounce Back, But Growth Far Ahead In First Half Direct Cloud Articles Tom Lauricella 07/06/17
Trends and Takeaways From 2017's First Half Direct Cloud Articles Christine Benz 07/06/17
Morningstar Quantitative Fund Ratings in Action: U.S. Large Cap Gold Winners Direct Cloud Articles Sylvester Flood 06/30/17
Past Hung Parliaments Have 'Little Market Impact' Direct Cloud Articles Emma Wall 06/09/17
May U.S. Fund Return Snapshot: Small Value Gets Clobbered Direct Cloud Articles Tom Lauricella 06/06/17
DOL Affirms Fiduciary Rule Phase In; Signals Firms Should Start Implementing Changes Sooner Rather Than Later Direct Cloud Articles Michael Wong, CFA, CPA 05/25/17
6 Key Points on the Fiduciary Rule Phase-In Direct Cloud Articles Aron Szapiro 05/23/17
April U.S. Fund Return Snapshot: Foreign Stock Funds, Growth Lead Gains Direct Cloud Articles Tom Lauricella 05/03/17
What We Think U.S. Tax Reform Will Look Like Direct Cloud Articles Michael Wong, CFA, CPA 04/27/17
U.S. Fund Expenses Review - Q1 2017 Direct Cloud Articles Christina West 04/25/17
U.K. Election May Add More Geopolitical Risk For 2017 Direct Cloud Articles Emma Wall 04/18/17
US Asset Flows Q1 Wrap Up in 9 Charts Direct Cloud Articles Tom Lauricella 04/13/17
5 Takeaways From the U.S. DOL Fiduciary Rule Delay Direct Cloud Articles Aron Szapiro 04/05/17
March U.S. Fund Return Snapshot: A Mixed End To A Solid Quarter Direct Cloud Articles Tom Lauricella 04/05/17
A Strong Start to 2017 for Global Markets in 6 Charts Direct Cloud Articles Dan Lefkovitz 04/03/17
Direct Cloud February U.S. Fund Return Snapshot: Across the Board Gains Direct Cloud Articles Tom Lauricella 03/06/17
Economic Anxiety Extends to Retirement Direct Cloud Articles Kunal Kapoor, CFA 02/24/17
After a Strong January, Are there Any Bargains Left in the Stock Market? Direct Cloud Articles Dan Lefkovitz 02/07/17
Key U.S. Asset Flow Trends for 2016 in Eight Charts Direct Cloud Articles Tom Lauricella 02/02/17
The 2016 Stock Market and Style-Box Flip-Flop in Five Morningstar Index Snapshots Direct Cloud Articles Dan Lefkovitz 01/03/17
The 2016 Bond Market Reversal Through the Morningstar Index Lens Direct Cloud Articles Dan Lefkovitz 12/20/16
Quality is Cyclical - Just Look at 2016 Returns Direct Cloud Articles Dan Lefkovitz 12/08/16
The U.S. ETF Investor Reaction To The Election In Nine Charts Direct Cloud Articles Tom Lauricella 11/23/16
How The Post-Election Markets Whipsaw Looks Through the Morningstar Lens Direct Cloud Articles Dan Lefkovitz 11/18/16
Morningstar’s Sustainability Indexes: Portfolio Tilts and Performance Implications Direct Cloud Articles Dan Lefkovitz 11/17/16
Morningstar Indexes: Are Dividend Stocks Overvalued? Direct Cloud Articles Dan Lefkovitz 10/27/16
Morningstar Indexes: Has the Cycle Turned in Favor of Emerging Markets Equities? Direct Cloud Articles Dan Lefkovitz 10/04/16
Direct Observations: MLP Fund Investors Hang Tight On a Wild Ride Direct Cloud Articles Tom Lauricella 09/28/16
Direct Observations: Flows Show Reprieve For Active Bond Funds. Green Shoots for Pimco? Direct Cloud Articles Tom Lauricella 09/19/16
Replaced by Robots: Imagining the Impact on Labor Markets and Society Direct Cloud Articles Hal Ratner 08/27/16
The Ever-Shrinking Expense Ratio Direct Cloud Articles Russel Kinnel 03/31/15