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Morningstar Incorporated

A collection of news and information related to Morningstar Incorporated published by this site and its partners.

Top Morningstar Incorporated Articles

Displaying items 89-99
  • Investing in bond-heavy funds risky when rates rise

    Taking the easy route with investing is turning out not to feel so easy. A no-brainer approach to investing in 401(k)s, IRAs and 529 college savings plans during the last few years has been to choose an "allocation fund," or a fund that takes you off the...
  • 5 years after financial crash, many losers -- and some big winners

    5 years after financial crash, many losers -- and some big winners
    Never let a crisis go to waste, says an old rule of politics. For some major players in the economy, the financial crisis that began five years ago this month with Lehman Bros.' collapse turned out to be as much an opportunity as a calamity....
  • From intern to T. Rowe Price portfolio manager

    From intern to T. Rowe Price portfolio manager
    A decade ago, Taymour Tamaddon was an MBA. student with a background in physics trying to convince Baltimore-based money manager T. Rowe Price to hire him as an intern. Not only did Price give him the internship and hire him later as a health care...
  • Rosenthal: Groupon needs to put doubts, sullied chapter to rest

    Rosenthal: Groupon needs to put doubts, sullied chapter to rest
    The tide appeared to turn this summer. Deutsche Bank upgraded Groupon from "hold" to "buy" in June. Second-quarter results announced in August prompted Raymond James to upgrade Groupon to "market perform," while UBS bumped it up to "neutral." Morgan...
  • How retirement savers can benefit from new 401(k) fee disclosures

    A brave new world opens up to workplace retirement savers next year. Participants in most workplace defined contribution plans will be receiving new quarterly reports that contain clear disclosure of investment fees; in most cases, the new reports will...
  • Index vs. managed funds

    "What does your fund manager do?" screamed the headline of the April 8 edition of Barron's. All I could think was, "What, indeed!" The article says some superstar fund managers "fly around the world, they crunch reams of data, they dissect industries" --...
  • Investment mistakes even smart investors make

    Everybody knows somebody who purports to be an investment maven. You might even like to consider yourself one. However, while we always hear about the winning picks these favored few make, we don't commonly hear about the mistakes. And, to hear Larry...
  • What you need to know about hedge funds

    Do hedge funds belong in your portfolio? I have long preached that investors buy no-load, low-cost index funds. So why write about hedge funds? For one thing, "hedge fund" is one of those terms one comes across constantly in the media. If you've never...
  • Master limited partnerships can deliver higher returns with moderate risk

    A common concern these days, to judge by reader correspondence, is how to invest for higher income without taking on much more risk. It is impossible to obtain high returns without any risk. However, if you depend on investment income, and need more...
  • Preferred stock: Does it belong in your portfolio?

    Readers continue to ask how they can invest without a great deal of risk and still obtain reasonable income. I have often pointed out that investors who need income cannot expect high income from investing in Treasury bills, money-market instruments...
  • Target-date funds: Look under the hood

    If you have an employer-based 401(k) retirement plan, you almost certainly have the option of a target-date fund. They are expected soon to account for over half of all assets in employer-sponsored plans. Target date funds are justifiably popular because...