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  1. Morningstar Names Best 529 College-Savings Plans for 2014


    Tue, 21 Oct 2014

    Twenty-nine plans earn medals from Morningstar analysts .

  2. An Aggressive Retirement Saver Portfolio


    Sun, 19 Oct 2014

    provider or supermarket could likely find funds with similar characteristics at their own firms. (Here again, Morningstar analysts ' Medalist funds can come in handy.) I also developed the portfolios without consideration for tax efficiency

  3. New Funds Generate More Excitement Than Results


    Thu, 16 Oct 2014

    makes them seem better than they are. - source: Morningstar Analysts Why Don't They Have an Edge? New funds tend to be mediocre because ..... or high-yield bonds come to mind. - source: Morningstar Analysts FundInvestor Newsletter Want to hear more from

  4. The Error-Proof Portfolio: A Manager-Change Checklist


    Thu, 2 Oct 2014

    taking over for a solo manager? This could have the effect of reducing the fund's positions in individual names. Morningstar analysts work to uncover what might be different about a new fund manager's strategy and discuss it in their analyst reports

  5. PIMCO Funds Under Review Following Gross' Exit


    Fri, 26 Sep 2014

    departure. PIMCO's depth of resources means investors have time to reassess their options. While it is not a shock to see Gross depart, it is a big surprise to see him leave so quickly and to a competitor. - source: Morningstar Analysts

  6. The Error-Proof Portfolio: A Third-Quarter Portfolio Checkup in 5 Steps


    Thu, 25 Sep 2014

    stocks aren't egregiously overvalued, based on Morningstar analysts ' bottom-up assessment of their price/fair ..... appear the most attractively valued, based on Morningstar analysts ' bottom-up assessments of their price/fair

  7. 2014 Morningstar ETF Conference


    Wed, 24 Sep 2014

    Get investable ideas and engaging strategies from Morningstar analysts and other ETF experts.

  8. Carving Out a Moat in the Insurance Industry

    Video Reports

    Fri, 19 Sep 2014

    Morningstar analysts recently upgraded AIG's moat trend rating as the insurer improves its underwriting.

  9. 3 Funds for a Fairly Valued Market


    Wed, 17 Sep 2014

    and the large-blend category average, and management has a sizable overweighting in the energy sector, which Morningstar analysts think is the cheapest major industry currently. While many of its holdings also take up big positions in the S

  10. The Still-Sorry State of Bond-Fund Disclosure


    Thu, 11 Sep 2014

    version of this column originally appeared on Morningstar.com in August 2009. On any given day, you might find Morningstar analysts sifting through pages of bond-fund reports and factless "fact sheets" trying to grasp a manager's strategy

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