These alternatives managers did more with less.
We are developing a pool of potential candidates.
There's more than meets the eye to CalPERS' decision to jettison hedge funds.
ProShares' Simeon Hyman sees new alternative ETF products as a way to manage interest-rate risk while still maintaining exposure to credit risk.
Increased institutional use of mutual funds is among the surprises in this year's survey results.
But smaller funds with star potential lurk from afar.
If you're looking for managers who take a distinctive approach, you might want to consider these offerings.
Does a rough 2013 foretell future turbulence for risk-parity strategies?
A buoyant stock market lifted most target-date vessels in 2013.
Will the merger of these offerings help save the firm's managed-payout concept?
Morningstar research shows increased allocations to foreign markets in target-date funds.
Growth for timber companies, land-development businesses, and retailers still has ways to go as the real estate recovery matures, says Third Avenue manager Jason Wolf.
Morningstar's annual study finds strong results alongside leveling growth.
JP Morgan's Ann Lester says the relative advantage of high-yield assets is waning and that non-U.S. dividend-paying stocks can offer broader diversification and better total return.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
Our updated methodology awards medals to 10 series.
2012 leaders were well-served by global, real estate stakes.
PIMCO, Russell, and Manning & Napier are now part of Morningstar's target-date coverage.
Fidelity's Chris Sharpe touches on the 'to' versus 'through' debate as well as the goal of having the right strategies for retirement income.
Morningstar Ibbotson research identifies which target-date series have the most- and least-stable glide paths.
Recent market turbulence provides a test of these funds' resiliency.
Morningstar finds the retirement funds more popular--especially as returns rebound.
Some funds keep shifting their asset allocations long after the target retirement date.
Some target-date investors may own more PIMCO Total Return than they realize.
After suffering in the bear market, 2010 funds regain some respect.
Every basis point eats into these long-term investments, and fees vary widely.
Washington hearings should focus on transparency, not asset allocation.