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    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. Think Active Can’t Outperform? Think Again

    Headlines

    Fri, 29 May 2015

    conducted an extensive study of approximately 3,000 equity mutual funds over the past 20 years — covering five distinct market cycles ..... and active share measures for approximately 3,000 mutual funds representing $6.8 trillion across 17 different

  2. How Much Should We Invest In Emerging Markets?

    Headlines

    Thu, 28 May 2015

    EM equities than would be consistent with this data. Individual investors hold less than 5 percent of their equity mutual funds in funds specializing in EM. Institutional investors tend to hold more, but the typical allocation is generally less than

  3. What Investors Need to Know About Alternatives

    Headlines

    Thu, 28 May 2015

    an average 25% allocation to alternatives. 2 Today, individuals have access to the same types of strategies through mutual funds , exchange-traded funds and unit investment trusts — but their adoption of these strategies is still in the early

  4. Asset Quality Remains Good as Wholesale Banking Activity Helps CIBC to Solid 2Q

    Commentary

    Thu, 28 May 2015

    foreign exchange along with stronger equity underwriting fees. In wealth management, record net sales of long-term mutual funds plus strong client flows in private wealth management helped drive higher assets under management/administration

  5. Are You Devoting Too Much Time (and Money) to Niche Asset Classes?

    Headlines

    Thu, 28 May 2015

    larger share of the U.S. equity market, but still less than 10%. The universe of micro-cap stocks, which whole mutual funds devote themselves to, is even smaller--less than 1% of the world's equity market capitalization, as measured

  6. Do Tax Benefits Outweigh Higher Costs of 529 College-Savings Plans?

    Headlines

    Thu, 28 May 2015

    aren’t as cheap as traditional mutual funds . But a new study finds that 529 ..... ratios than 529 investment options. Mutual funds on average cost 18 basis points ..... there is a wider selection of mutual funds enticing some savers. Exhibit

  7. International-focused stock funds see biggest inflows in 4 weeks -ICI

    Headlines

    Wed, 27 May 2015

    By Sam Forgione NEW YORK, May 27 (Reuters) - Investors in U.S.-based mutual funds poured $4.3 billion into funds that specialize in international shares in the week ended May 20 as part of a continued rotation

  8. Stock Ownership, Social Change

    Headlines

    Wed, 27 May 2015

    of their practices. Certain SRI mutual funds rank companies based on their values ..... the fund accordingly. Like all mutual funds , SRI funds then vote proxies on ..... investment than comparable non-SRI mutual funds . With questionable results and

  9. Best Practices for College-Savings Plans

    Headlines

    Wed, 27 May 2015

    structures that align firms' interests with fund shareholders'. Unlike the Morningstar Analyst Rating for individual mutual funds , where the Parent rating hinges on the asset manager’s stewardship profile, the 529 Parent rating assesses multiple

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