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  1. Click here to visit the main Funds page.

    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. Tips for an Early Retirement

    Headlines

    Sun, 27 Jul 2014

    20s. My goal was to save and invest 25% of my take-home pay. Most of my savings ended up in stocks and stock mutual funds ...The 'secret' is to let the compounding of the market make a tree that you can live off the fruit of for three

  2. New Morningstar Analyst Report for Federated Investors, Inc.

    Stock Reports

    Fri, 25 Jul 2014

    Pacific region. Federated Investors provides asset management services for institutional and individual investors. Mutual funds represent more than 80% of the firm's AUM, with the remainder in separately managed accounts and liquidation portfolios

  3. IRA Strategy

    Commentary

    Thu, 24 Jul 2014

    because I did not want to hold it. Fidelity offers 60 free trades for one year, plus it has no trade fee ETFs and mutual funds . I have a purchase list in mind that fits my objectives and feel comfortable with it. My issue is whether of not to

  4. 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)

  5. 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

  6. 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.

  7. 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

  8. 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...

  9. 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

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