Browsing Tag
Morningstar
150 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
401(k) Target Date Allocations: Potential Problems for Retirement Plan Advisors
How are target date funds performing? “It depends on the series, and the glide paths within the series,”…
Robo Advisors Have Small Fraction of 401(k) Market, But Growing Rapidly: Morningstar
Relax, retirement plan advisors—robo advisors only have a fraction of a percent of defined contribution assets. While it…
Millennial 401(K) Savers Have Better Financial Habits than Baby Boomers: T. Rowe Price
A new survey finds those “tech-obsessed, entitled” millennials with 401(k)s are generally living within their means and more…
401(K) Auto-Enrollment: ‘Great Tool, but Incomplete’
“401(k) auto-enrollment is the single most powerful thing we have to increase participation,” said Steve Wendel, before adding, “it’s…
Target Date Funds Receive High Marks from Morningstar Analysts
Target-date funds were widely praised by Morningstar analysts during the research firms opening festivities at its investment conference…
Jeremy Grantham’s Top 10 Issues for the End of the World: Morningstar 2015 Conference
Has hell frozen over? It would certainly appear that way, as legendary perma-bear Jeremy Grantham actually sounded a…
Morningstar Set To Kick-Off Annual Chicago Investment Confab
Gotta love June in Chicago. Research firm Morningstar is set to launch its 27th annual investment conference for…
Women Scarce Among Mutual Funds Managers
Are female fund managers a dying breed? A new report from Morningstar doesn’t paint a particularly encouraging picture. …
May Was a Bad Month for Active Mutual Fund Managers
Passive strategies pulled ahead in the ongoing “taste great, less filling” debate over management styles. Morningstar reported U.S.…
It’s Official, Target-Date Funds Outperform
Recent Morningstar research has TDF providers popping the bubbly. The Chicago-based research firm released findings from its 2015…