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  1. Click here to visit the main Funds page.

    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. Target Maturity Bond ETFs: Do They Make Sense For You?

    Headlines

    Thu, 24 Jul 2014

    professionals focused on rigorous investment manager research. Clients can find CSIA’s top picks for Schwab OneSource mutual funds and ETFs in the Schwab Mutual Fund OneSource Select List® and the Schwab ETF Select List™. (0714-4265)

  2. New Morningstar Analyst Report for T. Rowe Price Group Inc

    Stock Reports

    Thu, 24 Jul 2014

    of the firm's managed assets.At the end of the June quarter, 80%, 76%, 76%, and 84% of T. Rowe Price's mutual funds were beating their peers on a 1-, 3-, 5-, and 10-year basis, respectively.Target-date retirement portfolios

  3. 3 Defensive Fund Picks

    Video Reports

    Thu, 24 Jul 2014

    Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.

  4. What Happened to Hedge Fund Alpha?

    Headlines

    Wed, 23 Jul 2014

    Hartley pension plans, endowments and foundations, mutual funds , charities, private trusts and funds, wrap fee programs, and other institutions ..... capital gains, except returns of Causeway-sponsored mutual funds are net of such withholding taxes and reflect accrued tax treaty reclaims. The firm’s policies for valuing portfolios

  5. UPDATE 3-SEC's long path to money market fund reform ends in compromise

    Headlines

    Wed, 23 Jul 2014

    WASHINGTON, July 23 (Reuters) - U.S. regulators adopted moderate reforms for money market mutual funds on Wednesday, in what amounted to a compromise that aims to balance the need to reduce the risk...

  6. SUB iShares ST National AMTFree Muni Bnd ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Wed, 23 Jul 2014

    the ETF Municipal National Short-term category average (0.27%) and compares favorably to the average fee that mutual funds in the category charge (0.77%). Since its inception, the fund has trailed its bogy by 0.31% a year, which is

  7. To the Rescue: Boomers

    Headlines

    Wed, 23 Jul 2014

    One of the most attractive young mutual funds around.

  8. Does Active Management Succeed in International Small-Caps?

    Headlines

    Wed, 23 Jul 2014

    Morningstar.com . Woodham’s examination of all mutual funds from Morningstar’s foreign small-cap and mid-cap ..... funds.” She created a data set of all actively managed mutual funds in Morningstar’s foreign small-cap and mid-growth

  9. U.S.-based equity funds see more outflows in latest week -ICI

    Headlines

    Wed, 23 Jul 2014

    By David Gaffen July 23 (Reuters) - U.S. equity mutual funds suffered a 12th consecutive week of outflows, the Investment Company Institute said Wednesday. Overall stock funds saw outflows

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