Morningstar

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  Morningstar’s Most-Researched Investments Offer Up Surprises

  By Joyce Hanson, AdvisorOne  |  March 1, 2013

  Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.

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  Fans of Finance to Gather at Morningstar Event

  By Janet Levaux, AdvisorOne  |  February 20, 2013

  The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.

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  Daily Changes to ETF Premiums Can Be Predicted in Advance: Morningstar

  By Joyce Hanson, AdvisorOne  |  February 11, 2013

  New Morningstar research offers insight—and investment opportunity—based on the way ETF premiums and discounts behave.

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  Morningstar Announces Fixed-Income Manager of the Year Nominees

  By John Sullivan, AdvisorOne  |  December 17, 2012

  Morningstar continued to roll out the nominees with the release of its fixed-income award hopefuls.

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  Fidelity Drops Fees, Minimums on Spartan Index Mutual Funds

  By Janet Levaux, AdvisorOne  |  December 12, 2012

  The move aims to help the firm compete more with ETFs, other index products, Morningstar expert says

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  Whatever Happened to U.S. Stock Funds?

  By Joyce Hanson, AdvisorOne  |  September 25, 2012

  Flows out of U.S. equity funds such as Robert Zagunis' 20-year-old Jensen Quality Growth Fund can stem more from investor fear than fund quality.

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  Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar

  By Joyce Hanson, AdvisorOne  |  January 3, 2012

  Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.

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  Sponsors Limit Target Date Fund Picks: FRC Study

  By Marlene Y. Satter, AdvisorOne  |  August 10, 2011

  Although an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation

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  Muni Bonds Offer Safe Haven Despite Whitney's Prediction

  By Joyce Hanson, AdvisorOne  |  July 22, 2011

  While Lipper, Morningstar, ICI and BondDesk report different muni fund flow numbers for June, all agree that municipal bond fund sales are thriving.