Kathryn Young
-
Fun With Mutual Fund Correlation Matrixes
… low as its correlation with Perkins Small Cap Value and that Global Life Sciences JAGLX is even lower (0.82). As Kathryn Young explains in her analysis, Triton is more risk averse than the typical Janus fund, and its focus on smaller companies …
-
Top Core Bond Funds to Complement an Equity-Heavy Portfolio
… of outperformance have added up to fine trailing long-term returns. And when the fund lags its peers, as analyst Kathryn Young notes in her recent Analyst Report , it's invariably in ebullient markets rather than punishing ones. That record …
-
Walsh: We Continue to Find Value in High YieldKathryn Young : So let's talk about bond fund investing a bit more specifically. A big concern on investors' mind over the past year has been …
Kathryn Young : So let's talk about bond fund investing a bit more specifically. A big concern on investors' mind over the past year -
What QE2 Could Mean for the Bond MarketKathryn Young : Hi. I'm Kathryn Young , a mutual fund analyst with Morningstar. I'm joined by Steve Walsh. Steve is the Chief Investment Officer of Western Asset and part of the team that won Morningstar's Fixed Income Manager of the Year …
Kathryn Young : Hi. I'm Kathryn Young , a mutual fund analyst with Morningstar. I'm joined by Steve Walsh. Steve is the Chief Investment Officer of Western Asset and part -
A Mutual Fund Merry-Go-Round No One Should Have to Ride
… move almost never takes place. But it does happen from time to time. And by the fourth or fifth manager change, shouldn't that step have been taken here? Mutual fund analyst Kathryn Young provided research assistance for this column.
-
Investing in Energy SustainablyKathryn Young : Hi. I'm Kathryn Young from Morningstar. I'm here at the Morningstar Investment Conference with Ben Allen, of Parnassus. He is the Portfolio Manager of Parnassus Mid-Cap and is also the firm's director of research. Ben …
Kathryn Young : Hi. I'm Kathryn Young from Morningstar. I'm here at the Morningstar Investment Conference with Ben Allen, of Parnassus. He is the Portfolio Manager of Parnassus Mid-Cap -
Why Active Management Matters for Commodity FundsKathryn Young : Hi, I'm Kathryn Young for Morningstar. I am here with Bob Greer. Bob leads the Real ..... Bob Greer: It's a pleasure. Thank you for inviting me. Kathryn Young : I was wondering if you could explain a little bit more, what …
Kathryn Young : Hi, I'm Kathryn Young for Morningstar. I am here with Bob Greer. Bob leads the Real Return product management team with PIMCO. He is expert on commodities and commodity funds, and that's what he is here to talk about. Bob, thanks so much for being here. Bob Greer: It's a pleasure. Thank you for inviting me. Kathryn Young : I was wondering if you could explain a little bit more, what is it about commodities that makes them a better -
Top Contenders Among Tax-Friendly Funds
… with economic moats and the greatest upside potential. Despite the fund's high turnover rate, Morningstar analyst Kathryn Young makes note of the fund's top-ranked aftertax returns during the past five- and 10-year periods. (This indicates …
-
These Funds Haven't Measured Up
… maturity bonds, which are not as susceptible to interest-rate changes as bonds with longer maturities. But analyst Kathryn Young warns that the fund's tempting yield of 1.6% should not distract investors from the potential risks that the fund …
-
Fuss: Interest Rates Look Set for Long-Term RiseKathryn Young : Hi. I am Kathryn Young . I am here with Mr. Dan Fuss of Loomis Sayles. He is Morningstar's Fixed-Income Manager of the Year in 2009. He is going to talk with a little bit about the current environment. Mr. Fuss, thank …
Kathryn Young : Hi. I am Kathryn Young . I am here with Mr. Dan Fuss of Loomis Sayles. He is Morningstar's Fixed-Income Manager of the Year in 2009. He is