Article Archive: Fund Spy: Morningstar Medalist Edition

Title Collection Author Date
3 Funds Vulnerable to a Growth Meltdown Fund Spy: Morningstar Medalist Edition Susan Wasserman 07/25/16
4 Top Equity-Heavy Allocation Funds Fund Spy: Morningstar Medalist Edition Russel Kinnel 07/18/16
June Ratings Activity Sees More Downgrades Fund Spy: Morningstar Medalist Edition Brian Moriarty 07/12/16
4 Little Medalists Fund Spy: Morningstar Medalist Edition Russel Kinnel 06/20/16
7 Fund Analyst Rating Downgrades in May Fund Spy: Morningstar Medalist Edition Katie Rushkewicz Reichart, CFA 06/13/16
April Ratings Activity Included More Upgrades Than Downgrades Fund Spy: Morningstar Medalist Edition Katie Rushkewicz Reichart, CFA 05/09/16
Target-Date Funds: Good Behavior Leads to Better Results Fund Spy: Morningstar Medalist Edition Janet Yang, CFA 04/25/16
Why Core Bond Funds Still Make Sense Fund Spy: Morningstar Medalist Edition Cara Esser, CFA 04/18/16
March Ratings Activity Features a Flurry of Downgrades Fund Spy: Morningstar Medalist Edition Andrew Daniels, CFA, CMA 04/11/16
The Hedge Fund Manager's New Clothes Fund Spy: Morningstar Medalist Edition Jason Kephart 04/04/16
5 Small-Cap Medalists for Your Radar Fund Spy: Morningstar Medalist Edition Alex Bryan 03/28/16
5 Funds Where 10-Year Returns Tell the Whole Story Fund Spy: Morningstar Medalist Edition Russel Kinnel 03/21/16
February Ratings Activity Features Several Target-Date Series Fund Spy: Morningstar Medalist Edition Laura Lallos 03/14/16
High-Yield Bond Funds Show Signs of Life Fund Spy: Morningstar Medalist Edition Sumit Desai, CFA 03/07/16
5 Allocation Fund Picks: Damping Volatility While Delivering Returns Fund Spy: Morningstar Medalist Edition Alec Lucas 02/29/16
6 Funds for Strong Aftertax Returns in the U.S. Fund Spy: Morningstar Medalist Edition Russel Kinnel 02/22/16
January Ratings Activity in U.S. Includes Many More Downgrades Than Upgrades Fund Spy: Morningstar Medalist Edition William Samuel Rocco 02/08/16
3 Choices for Those Expecting an Emerging-Markets Rebound Fund Spy: Morningstar Medalist Edition William Samuel Rocco 02/01/16
Buy the Unloved 2016 Fund Spy: Morningstar Medalist Edition Russel Kinnel 01/25/16
December Ratings Activity in U.S. Driven by High-Yield Concerns and Manager Departures Fund Spy: Morningstar Medalist Edition Greg Carlson 01/04/16
High-Yield Funds Hold Up Relatively Well in a Rough Year for Credit Fund Spy: Morningstar Medalist Edition Eric Jacobson 12/21/15
November Ratings Activity Includes a Pair of Upgrades Fund Spy: Morningstar Medalist Edition John Gabriel 12/14/15
When Funds Get Bloated Fund Spy: Morningstar Medalist Edition Russel Kinnel 12/07/15
Will Rising Rates Hobble Highly Rated Core Bond Funds? Fund Spy: Morningstar Medalist Edition Eric Jacobson 11/30/15
3 Young Funds with Competitive Advantages Fund Spy: Morningstar Medalist Edition Dan Culloton 11/23/15
Janus' Culture Has Improved Fund Spy: Morningstar Medalist Edition Greg Carlson 11/16/15
October Ratings Activity Includes a Newly Minted Gold Fund Fund Spy: Morningstar Medalist Edition Laura Lallos 11/09/15
Plunging Currencies Drive a Wedge in Emerging-Markets Bond Funds Fund Spy: Morningstar Medalist Edition Karin Anderson 11/02/15
Know Your Options Fund Spy: Morningstar Medalist Edition Josh Charlson, CFA 10/26/15
Storms Be Damned: PIMCO Short-Term Paddles Smoothly Under the Surface Fund Spy: Morningstar Medalist Edition Eric Jacobson 10/19/15
September Ratings Activity Includes 5 New Morningstar Medalists Fund Spy: Morningstar Medalist Edition Laura Lallos 10/12/15
Reversal of Fortune: Cautious Medalists Shine Fund Spy: Morningstar Medalist Edition Alec Lucas 10/05/15
A Look Inside Fidelity's Core Bond Lineup Fund Spy: Morningstar Medalist Edition Sarah Bush 09/28/15
The Funds in Morningstar's 401(k) Fund Spy: Morningstar Medalist Edition Russel Kinnel 09/21/15
August Ratings Activity Features a Pair of Vanguard Funds Fund Spy: Morningstar Medalist Edition Laura Lallos 09/14/15
Fantastic 50 Fund Spy: Morningstar Medalist Edition Russel Kinnel 08/24/15
6 of the Most Popular Multiasset Income Medalist Funds Fund Spy: Morningstar Medalist Edition Leo Acheson, CFA 08/17/15
More Downgrades Than Upgrades in July Fund Spy: Morningstar Medalist Edition William Samuel Rocco 08/10/15
The Highest-Rated Janus Fund That Owns (Mostly) Equities Fund Spy: Morningstar Medalist Edition Greg Carlson 08/03/15
How the Pros Manage Assets for Retirees Fund Spy: Morningstar Medalist Edition Jeff Holt, CFA 07/27/15
Socially Conscious Medalist Funds Fund Spy: Morningstar Medalist Edition David Kathman, CFA, Ph.D. 07/21/15
Only a Handful of Analyst Rating Changes in June Fund Spy: Morningstar Medalist Edition Katie Rushkewicz Reichart, CFA 07/14/15
Top Honors Go to Vanguard and Its Strong Culture Fund Spy: Morningstar Medalist Edition Bridget B. Hughes, CFA 07/06/15
Managing the Future With These Alternative Funds Fund Spy: Morningstar Medalist Edition Josh Charney, CFA 06/29/15
PIMCO Income Remains a Bright Spot for the Beleaguered Firm Fund Spy: Morningstar Medalist Edition Eric Jacobson 06/22/15
Don't Worry Over Currencies Fund Spy: Morningstar Medalist Edition Patricia Oey 06/15/15
Downgrades Again Outnumber Upgrades Fund Spy: Morningstar Medalist Edition William Samuel Rocco 06/08/15
These Medalists Are Closed but Left the Backdoor Open Fund Spy: Morningstar Medalist Edition Russel Kinnel 06/01/15
The Most Concentrated Stock Funds We Rate Fund Spy: Morningstar Medalist Edition Dan Culloton 05/18/15
Downgrades Outweigh Upgrades in April Fund Spy: Morningstar Medalist Edition Katie Rushkewicz Reichart, CFA 05/11/15