Morningstar.com Mutual Fund Insights
investors stampeded into “income” securities —and Wall Street responded. From 2010 through 2013, high-dividend mutual funds and ETFs took in more than $112 billion in new money. By the end of last year, these funds reached a total of $394
Shifts in management lead to a downgrade for Ivy High Income and a Neutral rating for Ivy Asset Strategy.
and bond funds last year vs. $53B into traditional mutual funds . Thus far in 2014, the passive funds have seen $177B ..... of inflows this year vs. just $18B for traditional mutual funds . Helping Vanguard is its "2nd-best salesman" Warren
in long-term securities like mutual funds and ETFs are also likely to run ..... all of which come on top of the mutual funds ' expense ratios. How They Add ..... option or to assets invested in mutual funds and ETFs. Usually a flat, dollar
By Sam Forgione NEW YORK, Aug 20 (Reuters) - Investors in U.S.-based mutual funds poured money back into bond funds in the week ended Aug. 13, mostly into municipal bond funds, following their...
to Morningstar.com Premium Members --are a quick and easy way to get a handle on the key issues at most prominent mutual funds , exchange-traded funds, and publicly traded companies; our analysts will also tell you whether they think a security
Nearly half of Eaton Vance's managed assets are tied to open-end mutual funds and retail managed accounts, which are far more susceptible to performance-driven fund flows.Despite reopening to investors
I cautioned against throwing worthy risk-conscious mutual funds overboard in favor of funds that have performed better ..... s take a look at the flip side of that phenomenon: mutual funds that have exceptionally strong recent returns--with
surrounding newly-elected PM Narendra Modi - but HSBC remains cautious . The issue, says the team, are high valuations and mutual funds very overweight India, combined with the chance of higher interest rates. "[We] continue to believe that there