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Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings, global manager research, for Morningstar.

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The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.

More About Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings, global manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2014, Kephart spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.

Kephart holds a bachelor’s degree in English from Florida State University.

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