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Registered Rep.
May 1, 2006
Stan Luxenberg |
Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped?   |
Registered Rep.
June 16, 2011
Jerry Gleeson |
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
Registered Rep.
December 9, 2011
Stan Luxenberg |
Investors Not so Bad at Picking Active Funds After All Academic researchers have decided that fund investors as a group make foolish choices. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
The Motley Fool
November 23, 2011
Dan Caplinger |
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. |
Financial Planning
July 1, 2012
Allan S. Roth |
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. |
Financial Planning
November 1, 2006
Pamela Black |
White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance. |
Registered Rep.
December 1, 2009
Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
Registered Rep.
June 28, 2010
Stan Luxenberg |
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. |
Investment Advisor
August 2010
Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
The Motley Fool
June 2, 2006
Selena Maranjian |
Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully. |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Financial Planning
November 1, 2012
Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
The Motley Fool
September 11, 2008
Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
The Motley Fool
June 14, 2011
Amanda B. Kish |
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. |
The Motley Fool
March 5, 2008
Mac Greer |
Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar. |
The Motley Fool
February 7, 2005
Josie Raney |
Five Fund Mistakes Avoid these pitfalls if you want a healthy portfolio this year. |
BusinessWeek
August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
Financial Advisor
January 2005
Alan Lavine |
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. |
Job Journal
January 24, 2010
Penelope Trunk |
Brazen Careerist: 4 Keys to Star Performance Fundamental areas where you can easily elevate your performance. |
Registered Rep.
February 1, 2011
Diana Britton |
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. |
Registered Rep.
March 29, 2011
Diana Britton |
Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates. |
Entrepreneur
April 2007
Scott Bernard Nelson |
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. |
CRM
August 2010 |
The 2010 CRM Rising Stars: An Introduction Eight companies join the ranks of the CRM Rising Stars this year. |
Registered Rep.
December 1, 2006 |
Correction The expense ratios of the lifecycle funds cited in "Spinning Their Wheels" (October 2006) represented gross expense ratios and not the net expense ratios that are normally used when examining fund fees. |
The Motley Fool
September 28, 2007
Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
The Motley Fool
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds. |
Financial Planning
November 1, 2005
Bob Hirschfeld |
Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend. |
The Motley Fool
September 27, 2010
Amanda B. Kish |
Will Your Bond Fund Blow Up? Consider the risks. |
The Motley Fool
August 16, 2010
Jordan DiPietro |
This Investment Will Sink Your Portfolio Avoid mutual funds and invest in individual stocks. |
Financial Planning
June 1, 2010
Ilana Polyak |
Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios. |
The Motley Fool
August 9, 2010
Amanda B. Kish |
The Key to Selecting Winning Investments A surprising factor could help determine a fund's success. |
Registered Rep.
March 30, 2006
John Churchill |
Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar. |
PC World
July 1, 2000
Mitt Jones |
PC Reliability & Service: Things Fall Apart In an exclusive survey, 16,000 readers told us that the quality of PC reliability and service has slipped. Imagine if your fridge were this much trouble.... |
HBS Working Knowledge
May 14, 2007
Martha Lagace |
The Key to Managing Stars? Think Team It is imperative that top performers as well as their managers take into account the quality of colleagues. |
Financial Advisor
September 2011
Miller & MacKillop |
Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts. |
Registered Rep.
October 21, 2013
Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. |
Financial Planning
September 1, 2013
Laton McCartney |
Manage Fund Income Expectations Advisors should be leery of the fads in mutual fund strategies, warns a top Morningstar analyst. |
Entrepreneur
August 2005
Scott Bernard Nelson |
Going Down? Some mutual fund companies are reducing their fees. If your questions are how much and why, read on. |
Financial Planning
December 1, 2006
Craig L. Israelsen |
Economies of Scale? As mutual fund assets rise, expense ratios are supposed to fall -- but do they? |
Registered Rep.
February 1, 2005 |
The Most Wonderful Time of the Year The stock market returned 12 percent in 2004. |
Registered Rep.
January 1, 2005
Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
Registered Rep.
September 12, 2014
Mark Miller |
Is Active Management Dying? Is it time to declare "game over" in the contest between active and passive fund management? |
The Motley Fool
December 5, 2006
Dan Caplinger |
Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful. |
| Financial Advisor |
Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more... |
HBS Working Knowledge
October 3, 2005
Sarah Jane Gilbert |
The Box Office Power of Stars An interview with Anita Elberse who researched the effect of box office stars on a studio's overall profitability and published the results in the working paper, The Power of Stars: Creative Talent and the Success of Entertainment Products. |
Registered Rep.
July 1, 2006
Stan Luxenberg |
B Is Not for Bad Class B mutual fund shares are under assault. Regulators have fined some advisors for recommending B shares when A shares, which offer so-called breakpoint discounts, would have been cheaper for clients. |
The Motley Fool
December 2, 2009
Anand Chokkavelu |
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. |
