Paul Kaplan
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5 Myths of the Post-Financial Crisis World
Morningstar's Dr Paul Kaplan explodes five myths about investing following the 2008 financial crash.
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Transcript Continued: Beyond the Active-Passive Divide
… look at it, but the numbers tell the story. I mean, 5 stars is 5 stars, five years. I mean, I know our colleague Paul Kaplan will say "No, no!" So are we supposed to wait for 10 years? How much longer do we need to wait? Rekenthaler …
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VFIIX Vanguard GNMA Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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 …
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VFIIX Vanguard GNMA Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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 …
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Modern Portfolio Theory in the Heat of the MeltdownPaul Kaplan : Hello. I'm Paul Kaplan , and I'm vice president of quantitative research at Morningstar. And here at the Morningstar Investment Conference, we had a session that was called "Can Modern Portfolio Theory Take the Heat of a Meltdown …
Paul Kaplan : Hello. I'm Paul Kaplan , and I'm vice president of quantitative research at Morningstar. And here at the Morningstar Investment Conference, we had a session that was -
VFIIX Vanguard GNMA Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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 …
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How Much Money Is Your Manager Really Running?
… billion fund's portfolio is comanaged by Wellington Management's Ed Bousa, who does the stock-picking, and Paul Kaplan , who assembles the fund's bond portfolio. But upon closer review of the fund's SAI, investors will find that …
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Diversifying with Domestic-Bond Funds
… average of 9.1% per year over the past three years and an average of 7.1% per year over the past decade. Manager Paul Kaplan avoids interest rate bets and moves slowly while focusing on plain-vanilla GNMA pass-throughs, so it's no surprise …
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The 10 Biggest Wealth-Creating Funds of 2002
… to produce yet another year of outstanding returns. 2. Vanguard GNMA VFIIX Money made: $1.7 billion. Manager Paul Kaplan has ably guided this fund to strong returns this year and over the long haul, too. He avoids exotic mortgage-backed …
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Best Bond Managers at Hybrid Funds
… interest rates so low. When you have Vanguard's low costs to begin with, there's no need to take big chances. Paul Kaplan and Earl McEvoy do a fine job at Wellington and Wellesley, respectively. Dodge & Cox Balanced DODBX Regular readers …