Morningstar Inc.

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  1. Articles

    In Labor Department's fiduciary proposal, a nod to passive investing

    Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

  2. Articles

    American Funds charges into 2015 with best sales in seven years

    The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)

  1. Articles

    Fidelity fights back against 'active share'

    Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

  2. Articles

    DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

    Fixed-income foundation pushed fund to the top of the large-value category.

  3. Articles

    If you tread at all into the energy sector, tread lightly

    Despite its size, Royal Dutch Shell's $70 billion acquisition of natural gas giant BG Group is far from a green light for investors to jump headlong into energy, even as some M&A experts forecast a wave of mergers in the industry.As entry points go, energy is very much a stock-pickers market, which

  4. Articles

    Vanguard digital advice platform gives investors choice on active vs. passive

    Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

  5. Articles

    What advisers need to know about bond fund duration ahead of an interest rate increase

    The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.

  6. Articles

    Stocks are looking more wobbly by the day

    Breakfast with Benjamin: As the equity markets start to wobble, analysts start to claim they saw it all coming.

  7. Articles

    The surging dollar could crush unhedged global mutual funds

    Simple ways to remove the currency risk are available but advisers need to find — and understand — them.

  8. Articles

    Ex-F-Squared CEO's conduct 'did not cause loss or harm to anyone': lawyers

    Howard B. Present “acted in good faith” when he led F-Squared Investments, the firm that said it misled clients about its investing track record during his tenure, lawyers for the former executive said in court filings.

  9. Articles

    Highland Capital ramps up liquid alternative strategy push

    Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts.

  10. Articles

    Small cap stocks go large on dividend payouts

    Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller companies are added to portfolios typically dominated

  11. Articles

    Foreign mutual funds look like a good way to dodge some U.S. market risk

    Breakfast with Benjamin: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.

  12. Articles

    Rising interest rates to test REIT strength even as investors seek diversification

    Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

  13. Articles

    Investors shun stock pickers, favor Vanguard, BlackRock, State Street

    Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.