Twenty-nine plans earn medals from Morningstar analysts .
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
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
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
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
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
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Morningstar analysts recently upgraded AIG's moat trend rating as the insurer improves its underwriting.
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
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