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  1. Click here to visit the main Funds page.

    Headlines

    Tue, 26 Apr 2011

    Morningstar.com Mutual Fund Insights

  1. YOUR PRACTICE-U.S. investors more interested in socially responsible funds

    Headlines

    Fri, 30 Jan 2015

    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.

  2. How to Use Morningstar's Retirement Portfolios

    Video Reports

    Fri, 30 Jan 2015

    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

    mutual funds found at 6:13

    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 portfolios. So, certainly, finding the
  3. Morningstar's Model Retirement Saver Portfolios

    Headlines

    Fri, 30 Jan 2015

    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

  4. fixed income asset allocation

    Commentary

    Thu, 29 Jan 2015

    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

  5. 3 Good Reasons to Sell a Fund

    Video Reports

    Thu, 29 Jan 2015

    Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morningstar's Christine Benz.

  6. A Quick Guide to Reviewing Your Holdings

    Headlines

    Thu, 29 Jan 2015

    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

  7. Asset Allocation (aggressive,moderate,conservative vs Asset Allocation Funds vs Target Date Funds

    Commentary

    Wed, 28 Jan 2015

    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

  8. U.S.-based stock funds attract $1.1 bln inflows in latest week-ICI

    Headlines

    Wed, 28 Jan 2015

    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

  9. Outflows Detract From T. Rowe Price's Solid Fourth-Quarter and Full-Year Results; No Change to FVE

    Commentary

    Wed, 28 Jan 2015

    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.

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