Sonya Morris
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Gundlach's DoubleLine leading the mortgage-fund herd
… known for being able to handle risk. "This fund is better equipped than most to navigate the challenges," wrote Sonya Morris , an analyst at investment researcher Morningstar Inc., in a recent research report. Still, she added, "Investors …
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Where Are Fund Investors Placing Their Bets?… Here to discuss whether that trend is persisting is Sonya Morris . Sonya is editorial director for Morningstar. Sonya, thanks so much for being here today. Sonya Morris : Thank you, Christine. Benz : So Sonya, this stampede …
past few years. Here to discuss whether that trend is persisting is Sonya Morris . Sonya is editorial director for Morningstar. Sonya, thanks so much for being here today. Sonya Morris : Thank you, Christine. Benz : So Sonya, this stampede that we've seen in the bonds, is that something you've seen in -
The Dividend Story Is a Good OneSonya Morris : Hello. I'm Sonya Morris , editorial director with Morningstar's mutual fund analyst team, and I'm here reporting from Morningstar's Investment Conference. And I'm joined today by Hersh Cohen, CIO of ClearBridge Advisors …
Sonya Morris : Hello. I'm Sonya Morris , editorial director with Morningstar's mutual fund analyst team, and I'm here reporting from Morningstar's Investment Conference. And I'm joined today by Hersh -
Some American Funds Insiders Said Size Was a Problem
… to expect dramatic outperformance versus the index at this point , though . Morningstar Fund Analysts Ryan Leggio and Sonya Morris contributed to this piece . American Funds Fund Family Report Our new eight - page report gives you independent Morningstar …
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More Muni Downgrades in 2010Sonya Morris : Hello, I'm Sonya Morris , an editorial director with Morningstar's mutual-fund research group. And I'm joined today by Warren Pierson, manager of Baird Intermediate Municipal Bond Fund. Warren Pierson : Thanks, Sonya …
Sonya Morris : Hello, I'm Sonya Morris , an editorial director with Morningstar's mutual-fund research group. And I'm joined today by Warren Pierson, manager of Baird Intermediate Municipal Bond Fund. -
Fed Has Time Before Inflation HitsSonya Morris : Speaking of that colossal governmental response, just basic Economics 101 tells you that's sort of no-brainer inflationary …
Sonya Morris : Speaking of that colossal governmental response, just basic Economics 101 tells you that's sort of no-brainer inflationary situation, yet we're hearing -
Stanek: Housing Reaching a BottomSonya Morris : Moving on to mortgages, it seems like the view of the U.S. housing market is mixed. We've got some managers telling us …
Sonya Morris : Moving on to mortgages, it seems like the view of the U.S. housing market is mixed. We've got some managers telling -
Stanek: Corporate Bond Market Off the MatSonya Morris : Hello, I'm Sonya Morris , editorial director with Morningstar's mutual fund research ..... thanks for joining us today. Mary Ellen Stanek : Thanks, Sonya . Morris : I'm sort of reminded of that old Chinese curse, "May …
Sonya Morris : Hello, I'm Sonya Morris , editorial director with Morningstar's mutual fund research group. I'm here with Mary Ellen Stanek of Baird Advisors. Mary Ellen is the chief investment officer of Baird. She has 30 years of experience managing fixed income portfolios, and she manages several Baird bond funds including Baird Aggregate Bond. Mary Ellen, thanks for joining us today. Mary Ellen Stanek : Thanks, Sonya . Morris : I'm sort of reminded of that old Chinese curse, "May you live in interesting times." It seems like bond managers have -
A Peek Inside Our Fund Analysts' Portfolios
… purchased the SPDR S&P Homebuilders XHB ETF in the summer. Dan bought iShares Dow Jones US Home Construction ITB, which Sonya Morris has recommended in her ETFInvestor newsletter as an opportunistic play and which he recommended in his own Fidelity …
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How to Introduce Stocks to Your Mutual Fund Portfolio
… different problem of sometimes being forced to buy stocks precisely after they've run up in price. As my colleague Sonya Morris has argued , index funds are forced to buy stocks when they become part of indexes regardless of their prices. Further …