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    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. Is it time to rebalance this portfolio?

    Commentary

    Mon, 1 Sep 2014

    old retiree's portfolio, and if so - how? Currently, there are no monthly withdrawals for living expense. The mutual funds will remain with Vanguard. Hopefully it will continue to grow. However, there is concern that equities are becoming

  2. couldn't delete this :(

    Commentary

    Mon, 1 Sep 2014

    old retiree's portfolio, and if so - how? Currently, there are no monthly withdrawals for living expense. The mutual funds will remain with Vanguard. Hopefully it will continue to grow. However, there is concern that equities are becoming

  3. eTrade vs optionsXpress

    Commentary

    Mon, 1 Sep 2014

    because they were cheaper when making mutual fund trades. However, I find that optionsXpress don't have as many mutual funds to trade as eTrade and also it is very difficult to search in their database as to if that mutual fund is available

  4. The Long-Term Value of Active Management in the Small-Cap Space

    Headlines

    Fri, 29 Aug 2014

    the detriment of active approaches. To take one example, Morningstar compiled data showing that inflows into equity mutual funds have been dwarfed by those into equity ETFs (exchange traded funds) measuring from the momentous year of 2008. For

  5. Don't Forget the Funds That Didn't Make It

    Video Reports

    Fri, 29 Aug 2014

    As liquidated or merged funds fall off the record, fund category returns and fund company literature don't tell the whole story.

  6. Muni Market Update With PIMCO’s Joe Deane

    Headlines

    Thu, 28 Aug 2014

    Year-to-date, municipal mutual funds received nearly $5.5 billion ..... billion into high yield municipal mutual funds . This strong demand coupled with low ..... Year-to-date, municipal mutual funds received nearly $5.5 billion

  7. Vanguard launches new volley in European fund price war

    Headlines

    Thu, 28 Aug 2014

    of fee cuts from Vanguard on a range of its European mutual funds and ETFs, as well as the company's entire suite of ..... funds. Annual management charges on Vanguard's index mutual funds will now range from 8 to 38 basis points, and fees

  8. Leveraged Loans: Where Skilled Analysis Makes a Difference

    Headlines

    Thu, 28 Aug 2014

    61% of the market in the first half of 2014. 8 Loan mutual funds and exchange-traded funds (ETFs) were the second-largest buyers, with 31 ..... funds (45%), followed by CLOs (37%), with loan mutual funds , exchange-traded funds, and insurance and financial companies representing the marginal

  9. New Morningstar Analyst Report for AllianceBernstein Holding L.P.

    Stock Reports

    Thu, 28 Aug 2014

    50% of total AUM), retail (34%), and private (16%) clients through a collection of products that includes mutual funds , hedge funds, and separately managed accounts. At the end of June 2014, the firm had $480.2 billion in managed

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