Karen Dolan
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12 Intriguing Insights on Mutual Funds
In the past my colleagues Karen Dolan and Kunal Kapoor have shared some "shocking" fund statistics with you. Today, I thought I'd share some pretty darn interesting …
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VWELX in a taxable account
… fund/stock. But, according to a M* article titled ' It's Time for Mutual Funds to Join the 21st Century ' by Karen Dolan , that's not the case. For simplicity's sake, let's assume I make an initial investment on May 1st of $5000 …
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What Makes a Manager of the Year?… which will be named on Jan. 4, is Morningstar's Karen Dolan ; she's director of fund analysis. Thanks for joining me, Karen. Karen Dolan : Thanks, Jason. Stipp : So, I wanted to talk to you …
the award winners, which will be named on Jan. 4, is Morningstar's Karen Dolan ; she's director of fund analysis. Thanks for joining me, Karen. Karen Dolan : Thanks, Jason. Stipp : So, I wanted to talk to you about the selection of the nominees and then the naming -
Behind the Analyst Ratings for Three International Funds
… of Fund Spy columns explaining how the ratings process worked in practice for specific funds. In the first column, Karen Dolan looked at a wide variety of mutual funds at different rating levels. Last week, Eric Jacobson provided detailed discussions …
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The Pillars of Our New Analyst Ratings
… committees based on asset class, and we've spent the past five months vetting ratings. I head each committee, and Karen Dolan , our director of fund analysis, is also a member of each committee. Eric Jacobson and Miriam Sjoblom are part of …
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How to Use Our New Analyst Rating for Funds… Joining me to offer the details on this new rating is Morningstar's director of fund analysis Karen Dolan . Karen, thanks for being here. Karen Dolan : Thank you, Jason Stipp : So, I think most investors are familiar with the Morningstar star …
the details on this new rating is Morningstar's director of fund analysis Karen Dolan . Karen, thanks for being here. Karen Dolan : Thank you, Jason Stipp : So, I think most investors are familiar with the Morningstar star rating, but this rating system -
Looking Toward Our New Ratings
… rating effort to go beyond Fund Analyst Picks and Pans as Karen Dolan wrote last week. Later this year, we’ll give funds ..... S. stocks, and foreign stocks. I head each one and Karen Dolan , director of fund analysis, is also on each panel …
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Is PIMCO Total Return ETF the Crossing of a Rubicon?
… fast, in the business of money management, however, without placing your own interests in front of your clients'. Karen Dolan , director of fund analysis, contributed to this column.
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The Error-Proof Portfolio: Don't Let Hidden Costs Gobble Up Your Return
… and selling on a retail brokerage platform. But these commissions aren't chump change, either: As my colleague Karen Dolan discusses in this article , the average equity fund in our database pays roughly 0.30% in brokerage commissions …
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Your Take on Morningstar's Fund Managers of the Year
… the Mutual Funds forum of Morningstar.com's Discuss boards . Other users also posted in the comments section below Karen Dolan 's article outlining the winners. I've summarized many of their responses below; readers can see the complete Discuss …