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Josh Charlson

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  1. These Target-Date Series Aim From a Different Angle

    Video Reports

    Fri, 25 Apr 2014

    investments, the market, economic indicators, and more. Join us every day for fresh insights from our analyst team. Josh Charlson : Today we're going to be talking about two managers, Bob Boyda and Steve Medina, who run the portfolio solutions

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    more. Join us every day for fresh insights from our analyst team. Josh Charlson : Today we're going to be talking about two managers, Bob Boyda and Steve Medina, who run the portfolio solutions group at John
  2. What Happens to Your Target-Date Fund When You Retire?

    Headlines

    Thu, 30 Jan 2014

    manager continues to adjust it beyond that date. As discussed in a 2012 research paper by Morningstar fund analysts Josh Charlson and Laura Lutton, one of the key differences between target-date fund series with "to" glide paths and those with

  3. What You Need to Know About Retirement Income Funds

    Video Reports

    Wed, 29 Jan 2014

    reached. Here to answer this and other questions is Josh Charlson , a Morningstar senior fund analyst. Josh, thanks for being here. Josh Charlson : Thanks for having me. Zoll: This year is 2014

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    target date is reached. Here to answer this and other questions is Josh Charlson , a Morningstar senior fund analyst. Josh, thanks for being here. Josh Charlson : Thanks for having me. Zoll: This year is 2014; next year is 2015. People who have a 2015 target-date fund may be
  4. Target-Date Funds: Fact Versus Fiction

    Video Reports

    Tue, 28 Jan 2014

    Morningstar's 401(k) Week special report . Joining me is Josh Charlson , a senior fund analyst with Morningstar. Josh, let's ..... target-date funds are pretty much the same: fact or fiction? Josh Charlson : That is fiction. This is something where you want

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    as part of Morningstar's 401(k) Week special report . Joining me is Josh Charlson , a senior fund analyst with Morningstar. Josh, let's look at a few fact-versus-fiction items when it comes to target-date funds. The first one, people may think all target-date funds are pretty much the same: fact or fiction? Josh Charlson : That is fiction. This is something where you want to do your due diligence, even if you are being defaulted into a
  5. Is a Target-Date Fund Right for You?

    Video Reports

    Mon, 27 Jan 2014

    right for you? Here to talk about this question is Josh Charlson , a senior fund analyst with Morningstar who specializes in funds of funds. Josh, thanks for being here. Josh Charlson : Happy to be here. Zoll: First, let's talk about

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    are they right for you? Here to talk about this question is Josh Charlson , a senior fund analyst with Morningstar who specializes in funds of funds. Josh, thanks for being here. Josh Charlson : Happy to be here. Zoll: First, let's talk about what we mean when we say a target-date fund. How do target-date funds
  6. A Second Opinion on Retirement Asset Allocation

    Headlines

    Tue, 19 Nov 2013

    series , for example, are lower than the industry average up to the retirement date. Morningstar target-date analyst Josh Charlson notes that "the broad risk-averse orientation is supported by other features of the series' design, such as reducing

  7. Wide-Moat Funds That Fly Under the Radar

    Headlines

    Wed, 18 Sep 2013

    staples companies, this fund's actively managed approach offers some advantages, says Morningstar fund analyst Josh Charlson . Among these is manager Bob Lee, who has been at the helm since 2004. Lee likes firms with a presence in emerging

  8. Real Estate Recovery Still Has Room to Build

    Video Reports

    Wed, 10 Jul 2013

    Josh Charlson : Hi, I am Josh Charlson with Morningstar. I am here at the Morningstar Investment Conference ..... real estate category. Welcome, Jason. Jason Wolf: Thanks, Josh . Charlson : Most real estate mutual funds focus on REITs, and your fund

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    Josh Charlson : Hi, I am Josh Charlson with Morningstar. I am here at the Morningstar Investment Conference with Jason Wolf. He is a co-lead portfolio manager for [TICKER:TAREX] Third Avenue Real Estate Value, and we're going to be talking about real estate today. The real estate markets have been on a tear over the past 18 months, and this fund has been one of the best. It was up 36% in 2012, and through May of this year it was in the top 2% of the global real estate category. Welcome, Jason. Jason Wolf: Thanks, Josh . Charlson : Most real estate mutual funds focus on REITs, and your fund takes a little bit of a different approach. It focuses more
  9. Why Yield-Seekers Should Eye Foreign Dividend Stocks

    Video Reports

    Thu, 20 Jun 2013

    Josh Charlson : Hi. I'm Josh Charlson with Morningstar. I am here at the Morningstar Investment ..... Thanks for being with us, Ann. Ann Lester: Thank you, Josh . Charlson : So, as I framed the question, real and nominal yields are

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    Josh Charlson : Hi. I'm Josh Charlson with Morningstar. I am here at the Morningstar Investment Conference to talk about initiatives of great concern to investors, and that is: How do you generate yield in a market where yields are very low? To help us with that question, we have Ann Lester from JP Morgan. Ann is a managing director at JP Morgan and oversees a number of the portfolios there, including [TICKER:JNBAX] JPMorgan Income Builder and the SmartRetirement target-date funds. Thanks for being with us, Ann. Ann Lester: Thank you, Josh . Charlson : So, as I framed the question, real and nominal yields are both very low from historical levels. So investors, if they want
  10. The Importance of Total Return

    Video Reports

    Wed, 19 Jun 2013

    Josh Charlson : Hi. I'm Josh Charlson with Morningstar. We're here at the Morningstar Investment ..... Fran, thanks for joining us. Fran Kinniry: Thank you, Josh . Charlson : So, obviously, it's a big concern for investors today

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    Josh Charlson : Hi. I'm Josh Charlson with Morningstar. We're here at the Morningstar Investment Conference. I'm going to be talking about one of the most troubling issues for investors today, and that is what to do about the low-yield environment. To join us we have Fran Kinniry from Vanguard. He is a principal in the investment strategy group at Vanguard, where he oversees a number of their asset-allocation strategies, including their target-date retirement funds and the Vanguard Managed Payout funds. Fran, thanks for joining us. Fran Kinniry: Thank you, Josh . Charlson : So, obviously, it's a big concern for investors today who need income with the low nominal and real yields, and there is
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