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Donald J. Phillips, II

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  1. Gross: Economy Can't Survive Much Higher Rates

    Video Reports

    Wed, 25 Jun 2014

    few things, about investing and about movies, which I'll mention in just a second. And thank you, [Morningstar's Don Phillips ] for the kind introduction. I wasn't really sure what Don would say about me. According to the recent buzz, it could

    Don Phillips found at 1:01

    movies, which I'll mention in just a second. And thank you, [Morningstar's Don Phillips ] for the kind introduction. I wasn't really sure what Don would say about me. According to the recent buzz, it could've been
  2. Mutual Fund Supplement (Q4–Barron’s January 6, 2014)

    Commentary

    Sat, 4 Jan 2014

    behavior-based ETFs [e.g. ECON ]. Keep both the performance and risk in mind when evaluating such ETFs. Pg L16: Don Phillips of M* talks about developments in the mutual fund industry : shift from sellers’ market to buyers’ market ; proliferation

  3. Jack Bogle on All-In Fund Investments

    Headlines

    Thu, 26 Dec 2013

    equity fund, a second that reaches the far higher conclusion of 144 basis points, and a third source, Morningstar's Don Phillips , who states the amount as being something north of 30 basis points. Taking a conservative approach, Bogle splits the two

  4. Say What?

    Headlines

    Mon, 30 Sep 2013

    the typical fund investor. (As a side note to the issue of having sell rules based on underperformance, Morningstar's Don Phillips tells how a representative for a major index-fund provider--not Vanguard--once showed him the S&P 500's calendar

  5. 5 Years, 6 Reflections After Lehman

    Video Reports

    Thu, 12 Sep 2013

    has got the potential to double over the next five years. So I think there is a lot of room on the upside as we recover. Don Phillips : I think the big lesson is that the market can throw a lot of things at you, and it's very difficult to tell what's

    Don Phillips found at 4:29

    there is a lot of room on the upside as we recover. Don Phillips : I think the big lesson is that the market can throw a lot of things at you, and it's very difficult to
  6. The Closet Indexer That Could

    Headlines

    Thu, 18 Jul 2013

    The U In the words of Morningstar's Don Phillips , today's fund investors buy the U. On the left end of the U are the cheapest funds with the least originality: index funds

  7. Bogle on Fund Industry Progress and Imperfections

    Video Reports

    Wed, 17 Jul 2013

    Don Phillips : Let's begin with a couple of hot topics in the industry. One of ..... happy, and I'm darned if I don't think it makes them happy, too, Don . Phillips : I'm sure it does. Jack, let's turn back to the market-timing

    Don Phillips found at 0:00

    Don Phillips : Let's begin with a couple of hot topics in the industry. One of the things that has been on a lot of
  8. Jack Bogle Lowers the Bar Some more..

    Commentary

    Mon, 1 Jul 2013

    Jack Bogle ‘s inconvenient truths Don Phillips had a conversation with Bogle in a huge auditorium that, frankly, should dang well have had more people in it. I think the general excuse is, “we know what Bogle’s going to say, so

  9. Repeat Offender

    Headlines

    Thu, 27 Jun 2013

    fund that had a high sales charge without realizing they were doing so. The sister of Morningstar's president of research Don Phillips was scarcely the only buyer to crow about owning her "no-load" B share. Finally, 12b-1 fees became part of the murk

  10. Investors Still Focused on Passive Equities and Fixed Income

    Headlines

    Fri, 21 Jun 2013

    Group founder Jack Bogle likened this to a "King Solomon-type decision [to] cut the baby in half" while speaking with Don Phillips at the Morningstar Investment Conference. We continue to believe that floating NAVs and redemption restrictions, if implemented

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