As the go-nowhere market of 2015 winds down, you're probably feeling disappointed by the returns of your fund portfolio. The typical core stock fund delivered double-digit returns for three years running, but was on track to close December flat for the.
So when he sat down to talk with reporters at Morningstar's ETF conference on Wednesday ... vice president of ETF & Mutual Fund Platforms at Charles Schwab. "Boomers didn't have it on that table." ETFs also are becoming far more accepted as a vehicle.
Morningstar ... funds have a Gold rating, 334 have a Silver rating, and 546 funds have a Bronze rating. A large number of funds, 603, are rated Neutral, with only 11 receiving a Negative rating. Funds with a Medalist rating now represent about 6% of unique.
Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds : 5-Star Strategies for Success. Follow Christine on Twitter: .
Consider the most popular category of mutual funds, ones that own a mix of large-cap U.S. stocks. Just 14 percent of such actively managed funds have beaten index funds over the last decade, according to Morningstar. The success rate is a bit better in.
It's no secret that actively managed mutual funds have been seeing outflows as investors increasingly favor passive index funds. Now, a study by Morningstar has shown that investors are not only dumping high-priced funds in U.S. stock categories, but.
Loomis Sayles Core Plus Bond A Fund ( NEFRX - Free Report) a Zacks Rank #1 (Strong Buy) was incepted in November 1973 and is managed by CDC IXIS Asset Management Advisers, L.P. NEFRX seeks a high level of current income consistent with what .
at Morningstar, is of the view that last three years, especially 2016, have been characterised by large inflows into equity with increasing participation from retail investors. “We have witnessed spectacular increase of flows into mutual funds.
American Funds has historically been known for its outperforming lineup of target-date mutual funds , which are designed to periodically reallocate their portfolio from stocks to bonds as the predetermined retirement target date nears. American Funds.
Once a contender for top sales among all mutual fund firms — Franklin Templeton reached third for net sales among mutual fund companies in 1997 — the firm now faces the potential for its first year of outflows since the financial crisis in 2008, when.
Michael Hasenstab, manager of the $47 billion Templeton Global Bond fund ( TPINX ), expects “a tremendous amount of volatility,” as euro-zone countries see more referendums and nationalist parties advocate exiting the European Union, which should put.
Last year, investing was like being the proverbial duck in the pond. On the surface, everything may have seemed calm, as a post-election rally on Wall Street pushed stock indexes to record highs. But beneath it all was plenty of rough paddling. The S&P.
The Aggregate Index comprises 84% of the Universal Index's market cap, and by extending that reach across a wider range of bond sectors, the fund may be used as a core holding to get exposure to the U.S. fixed-income market. Because IUSB invests in .
When investors are in a quandary as to the best mutual funds to own, they frequently turn to expert sources to help them make their decisions. And for fund investors, there is usually considered to be no more of an expert source than the Morningstar.com site.