Kunal Kapoor
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12 Intriguing Insights on Mutual Funds
In the past my colleagues Karen Dolan and Kunal Kapoor have shared some "shocking" fund statistics with you. Today, I thought I'd share some pretty darn interesting insights from …
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Top Alternatives for a Well-Rounded Portfolio… DoubleLine Total Return Bond DBLTX IVA Worldwide IVWAX Kunal Kapoor : Good afternoon and welcome back to the second half ..... I would like to get started here today. My name is Kunal Kapoor . I am the head of Morningstar's Individual Software …
Index USCI DoubleLine Total Return Bond DBLTX IVA Worldwide IVWAX Kunal Kapoor : Good afternoon and welcome back to the second half of our investment conference. This is in fact, the panel on diversificationthat I would like to get started here today. My name is Kunal Kapoor . I am the head of Morningstar's Individual Software business unit, and formerly an analyst here at Morningstar for many years. Joining me -
Analyzing China’s Banking Sector Reform
… currently charged on both Selected American SLASX and Selected Special SLSSX. As Morningstar director of fund analysis Kunal Kapoor explains , the 24-year-old 12b-1 rule allows mutual funds to use their assets to pay for distribution. When the …
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The 10 Most Popular Fund Spys of the Year
… the same principal applies here. Kunal Kapoor walks you through some of our analysts ..... Due for a Comeback In January, Kunal Kapoor highlighted three very good funds ..... 10 Surprising Mutual Fund Stats Kunal Kapoor unearths the bizarre, the uncanny …
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A Warning for Sports-Loving Fund Investors
… fund investing. Some do exist--especially when it comes to identifying successful organizations, as my colleague Kunal Kapoor discussed in a column last fall. But by remembering the important distinctions between the two, you're more likely …
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Investment Tips with a Historical Twist
… market their wares and for advisors and individual investors to create diversified portfolios. But as my colleague Kunal Kapoor pointed out in his recent article about ownership zones , funds labeled or classified as value can adopt a variety of …
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Fund Boards Under the Microscope
… they're responsible for overseeing. The board at ICAP takes things in an equally good direction. As Morningstar's Kunal Kapoor has noted , we're very enthusiastic about the fact that the ICAP fund board is paid in fund shares, a practice that …
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Why Great Funds Need to Close
… that Fidelity close Fidelity Dividend Growth FDGFX this April and Fidelity Mid-Cap Stock FMCSX in June. In June, Kunal Kapoor suggested that Ariel Fund ARGFX stop taking money from new investors, and Bridget Hughes said the same of Vanguard …
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Five Cool New Funds
… also start with a disadvantage in the form of a 1.75% expense ratio. Wasatch Heritage Growth WAHGX Fellow fund spy Kunal Kapoor has already filled you in on this one, which is probably my favorite of the five. Allow me to slack off and quote …
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Portfolio Building and March Madness
… parallels between your bracket and investing style? If so, I'm curious to hear about them. Drop me an e-mail at kunal _ kapoor @morningstar.com , and I'll share some of your ideas in my next column.)