You close a fund to manage capacity," said Russel Kinnel, director of mutual fund research at Morningstar. Since small-cap funds require less cash to invest in the names they hone in on, they're more prone to this practice. That's because it's either.
He cites Touchstone Flexible Income fund FFSAX, -0.18% as a tool for earning stable income. According to Morningstar , the intermediate-term bond fund recently had about 37% of its portfolio in corporate bonds. The fund generates a yield of about 2.7.
The Dublin-domiciled GIS Income doubled in size and became the biggest mutual fund in Europe after ranking 15th as of Dec. 31, according to data from Morningstar Inc. Ivascyn’s status as a bond star, built on a decade of strong performance at the.
Mutual fund performance has improved lately, with funds delivering above-average returns again this year. Morningstar's Active/Passive Barometer showed that nearly half of active U.S. stock funds beat their benchmarks in the 12 months ended June 30.
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.
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.
Following the reductions in cost, 99% of Vanguard's US-domiciled ETFs now fall within the lowest cost quartile of all ETFs within their respective categories, according to Morningstar data. Commenting on Vanguard's fee-reduction decision, Todd.
According to research by Morningstar and Bloomberg, actively-managed mutual funds are more than 50% underweight REITs, as shown in the chart below. There are a number of explanations for why these managers under-weight REITs as part of the .
Real estate was historically embraced because of its potential for delivering excess returns in bull markets and low correlation with traditional stock and bond investments . Despite its fall from grace, real estate began to creep back into portfolios.
Imagine if you could increase your investment returns without increasing your risk? Now imagine you can do this with very little effort – and at no cost. I know, it sounds like the start of a late night infomercial. It's not; it's what's called asset.
A noteworthy attribute to the endowment model is the purposeful allocation to many low correlated asset classes that create a significantly more diversified portfolio than that of the simple 60/40. Combining appropriate quantities of domestic, foreign.
In general, there are two main kinds of REITs: equity and mortgage, which are separated by the type of investments they make. Equity REITs make their money by acquiring and managing residential and commercial properties. In contrast, mortgage REITs do .