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    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. From Barron’s, December 29, 2014 (Part 2)

    Commentary

    Sat, 27 Dec 2014

    their domestic fundamentals. The resulting higher uncertainty will re-price the bond markets. While bond assets in mutual funds and ETFs have grown, there is less bond inventory at dealers and banks, and that can create risks in stressed situations

  2. Why Vanguard Was Hard to Beat in 2014

    Video Reports

    Sat, 27 Dec 2014

    actually own the advisor through the mutual funds . As it reaches out to different ..... funds in 2014, but how did their mutual funds do? Let's take it asset class ..... always going to be cheaper than mutual funds . We did a study this year looking

    mutual funds found at 3:09, 4:10, 7:51

    is that the mutual fund owners actually own the advisor through the mutual funds . As it reaches out to different geographies, different constituents through different channels, it's going to have to listen to those different channels--institutional
    folks were getting into Vanguard funds in 2014, but how did their mutual funds do? Let's take it asset class by asset class. Bridget, on the allocation fund side, how did their funds perform? Hughes: On
    an assumption, too, that ETFs are always going to be cheaper than mutual funds . We did a study this year looking at index mutual funds versus similar ETFs, and it turns out that, on an asset-weighted basis, mutual funds are actually for the most part cheaper than index ETFs, and the reason for that is so much of the assets are in Vanguard funds. Vanguard funds are low cost, and their index mutual funds are separate share classes of their ETFs, so it actually skews the distribution in favor of index mutual funds on an asset-weighted basis, making the index mutual funds look a little bit cheaper. Stipp: Let's talk about some of the leaders and laggards in the Vanguard lineup. PRIMECAP had a
  3. Health Care cost multiplied

    Commentary

    Fri, 26 Dec 2014

    pay this high price because of our salaries but then our income is only going to be distributions plus sales of our mutual funds . When I lowered our annual AGI to $48000, monthly premium went down by half to around $600. When AGI was $60K

  4. Vanguard Cuts Fees

    Commentary

    Fri, 26 Dec 2014

    separate ETFs and more than a dozen mutual funds . Vanguard’s ten sector funds ..... classes for Vanguard’s sector mutual funds also saw fee cuts, as did a handful of other Vanguard mutual funds ." http://blogs.barrons

  5. Kinnel's High-Conviction Fund Picks

    Video Reports

    Fri, 26 Dec 2014

    Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.

  6. 2014 Leaders and Laggards in Fidelity's Lineup

    Video Reports

    Thu, 25 Dec 2014

    Two thirds of Fidelity's domestic-equity funds have beaten their category averages year to date, but some notable funds, including Contrafund and Low-Priced Stock, have looked more sluggish.

  7. Strong Value Funds With Dry Powder

    Headlines

    Wed, 24 Dec 2014

    gets even worse? The ability to stay disciplined during volatile markets is one of the best rationales for holding mutual funds rather than overseeing your own basket of securities. Even if you own a simple balanced or target-date fund, part

  8. T-C Businesses

    Commentary

    Tue, 23 Dec 2014

    The CREF VAs [AUM $232.5 billion] don't distinguish themselves on absolute performance or ERs ... T-C mutual funds are rather new. Their entire AUM is about $80 billion." ( AUM = Assets Under Management ) My original numbers came

  9. U.S.-based bond funds post $9.4 bln outflows in latest week - ICI

    Headlines

    Tue, 23 Dec 2014

    NEW YORK, Dec 23 (Reuters) - Investors in U.S.-based mutual funds pulled $9.4 billion out of bond funds in the week ended Dec. 17, marking their biggest outflows in 11 weeks, data from the Investment...

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