Morningstar.com Mutual Fund Insights
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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
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.
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
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...
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
One of the most attractive young mutual funds around.
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
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