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Paul Kaplan

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  1. PRFZ PowerShares FTSE RAFI US 1500 Small-Mid ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Mon, 24 Feb 2014

    can also help protect investors against growth-oriented market bubbles. Fundamental View According to a paper by Paul Kaplan titled, "Why Fundamental Indexation Might--or Might Not--Work," fundamental indexes make the implicit assumption

  2. PRF PowerShares FTSE RAFI US 1000 ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Mon, 24 Feb 2014

    to smaller-cap stocks relative to market-cap-weighted alternatives. Fundamental View According to a paper by Paul Kaplan , "Why Fundamental Indexation Might--or Might Not--Work," fundamental indexes make the implicit assumption

  3. Does the Growth of Passive Investing Make Opportunities for Active Investors?

    Headlines

    Wed, 22 Jan 2014

    arbitrage takes risk, and true fair values are never known with certainty." Market Dynamics Unchanged Morningstar's Paul Kaplan said that, even given the rise of indexing, the market still requires a buyer and a seller to set a stock's trading

  4. Should You Count Social Security as a Bond?

    Headlines

    Thu, 9 Jan 2014

    considered in the portfolio as a bond-like asset," he said. In a paper Blanchett co-authored with Morningstar's Paul Kaplan , total wealth allocation--encompassing investment assets as well as non-portfolio assets such as pensions, Social

  5. James Montier on Today's Investment Fashions

    Headlines

    Wed, 11 Dec 2013

    s column.) His smart-beta argument is not new. As with several critics before him, including Morningstar's Paul Kaplan , Montier regards most smart-beta strategies--that is, indexing schemes that weight not by market capitalization

  6. The Error-Proof Portfolio: How Do Your Financial Priorities Stack Up With Our Pyramid?

    Headlines

    Mon, 9 Sep 2013

    during retirement. In fact, tax-efficient decision-making is so important that Morningstar's David Blanchett and Paul Kaplan included it as one of the key factors that adds value in the financial-planning process, as outlined in this paper

  7. VFIIX Vanguard GNMA Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 23 Aug 2011

    the fund in comanager Michael Garrett's hands. Garrett worked alongside Pappas and the fund's previous manager, Paul Kaplan , since taking over leadership of subadvisor Wellington Asset Management's mortgage team in 2000. He and Pappas co

  8. VFIIX Vanguard GNMA Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Thu, 18 Mar 2010

    the fund some flexibility to wait out unfavorable trading conditions . Thomas Pappas took over from longtime manager Paul Kaplan in June 2006 . Pappas had worked with Kaplan on this fund since 1994 and even longer at the fund's advisor , Wellington

  9. VFIIX Vanguard GNMA Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Wed, 16 Sep 2009

    the fund some flexibility to wait out unfavorable trading conditions. Thomas Pappas took over from longtime manager Paul Kaplan in June 2006. Pappas had worked with Kaplan on this fund since 1994 and even longer at the fund's advisor Wellington

  10. VWELX Vanguard Wellington ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Sun, 25 Nov 2001

    and Alcoa AA buoyed it. Moreover, bond-side manager Paul Kaplan 's affinity for high-quality fare has been a big plus ..... exposure to value-oriented fare. Bond-portfolio skipper Paul Kaplan emphasizes high-quality issues; historically, the

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