Morningstar.com Mutual Fund Insights
Jan 30 (Reuters) - U.S. mutual funds that invest in companies they view as socially responsible are posting better returns, spurring advisers to pitch them to their clients.
might use to populate a portfolio is another goal. So, we have drawn all of the exchange-traded funds and active mutual funds from our analysts' favorite picks. They are typically all highly rated investments we've used to populate these
with funds and ETFs that are favorites among Morningstar's analysts. We created a series composed of traditional mutual funds --featuring aggressive , moderate , and conservative asset-allocation mixes--as well as a series consisting entirely
Question: for the fixed income portion of portfolio, how should the funds be allocated. Currently I have, all in Mutual Funds : 49% in 401K Stable Value funds (I view as ST bond proxy) 24% in Cash 10% in International Bonds, which includes
Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morningstar's Christine Benz.
Key Ratios tab. Domestic-Stock Mutual Funds and ETFs Key performance benchmarks ..... taxable accounts.) Foreign-Stock Mutual Funds and ETFs Key performance benchmarks ..... the same as for domestic-stock mutual funds and ETFs in addition to the following
investor I have read many of Christine Benz's articles on conservative, moderate and aggresive allocations based on mutual funds and ETFs. So here is my question- If one accepts the concept of asset allocation, which I do, what are the advantages
Jan 28 (Reuters) - Investors in U.S.-based mutual funds committed $1.14 billion to stock funds in the week ..... Company Institute showed on Wednesday. Domestic stock mutual funds attracted $856 million of inflows, according to the
active equities). Investment performance continues to be solid, with 73%, 74%, 80%, and 82% of the company's mutual funds outperforming their peers on a one-, three, five, and 10-year basis, respectively.