Jason Kephart
Jason Kephart, CFA, is a senior manager research analyst for Morningstar.
Latest
A Hint of Spring in Liquid Alts' Recent Performance
The performance of liquid alternatives has shown some marginal improvement over the last three years.
Vanguard's Two-Fund Portfolio Just Had Its Best Decade
Keeping it simple has been anything but stupid.
Target-Date Funds Don't Get Much Better Than This
Gold-rated BlackRock LifePath Index's blend of forward-thinking management, low costs, and high-quality building blocks make it among the industry's best options.
Fees Increasingly Important to Target-Date Fund Performance
Target-date funds are performing more alike before expenses than in the past, making fee differences even more important in separating good and mediocre performers.
Tuition Inflation Is Real Test for College-Savers
If history repeats itself, saving early can improve your odds of slaying the tuition inflation monster by about a third.
What If? The Liquid Alternatives Edition
We address some questions about our recent study on liquid alternatives’ performance.
Liquid Alternatives Have Yet to Prove They Belong in Portfolios
A framework for evaluating the diversification benefits an alternative mutual fund might confer to a traditional portfolio.