John Rekenthaler

• Experts Tackle Theories, Trends at Event

  By Janet Levaux, AdvisorOne  |  April 1, 2013

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  Morningstar Expert Debunks Myth of ‘Dumb’ Fund Investors

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  John Rekenthaler discussed why investors were “not making money that one might expect from funds” at the Morningstar Ibbotson Conference.

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  At ASPPA, Top Retirement Advisors Realize ‘Fiduciary Is a Verb’

  By John Sullivan, AdvisorOne  |  March 18, 2012

  A panel of top advisors took the stage during the afternoon keynote at ASPPA’s 401(k) Summit on Sunday, all of whom were nominated for the 2012 401(k) Advisor Leadership Award sponsored by Morningstar Inc.

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  Commodity Panelists Disagree on Strategy at Morningstar Confab

  By Kenneth Silber, Research  |  June 9, 2011

  Experts on commodity markets touted divergent investment strategies in a panel discussion at the Morningstar Investment Conference but largely agreed on the underlying economics of tight supply and growing demand for various commodities.

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  Morningstar Announces New Fund Categories to Better Classify Alternatives

  By Joyce Hanson, AdvisorOne  |  May 10, 2011

  To better classify alternative investments, Morningstar has added 10 new alternative investment categories within the Morningstar Category classification system.

• Morningstar Reclassifying Global Equity Funds

  By Danielle Andrus, AdvisorOne  |  October 5, 2010

  Morningstar's new system will better reflect companies' sensitivity to "economic cycles."

• Morningstar Study Says High Fees Are Bad for Investment Performance

  By Kathleen McBride, AdvisorOne  |  August 9, 2010

  A Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.

• High Fees Are Bad for Investment Performance

  By Kathleen McBride, AdvisorOne  |  August 9, 2010

  Morningstar has just released a study of the impact of mutual fund expenses on fund performance.

• Morningstar Zooming In On Target-Date Funds

  By Janet Levaux, AdvisorOne  |  May 29, 2009

  The new in-depth reports will be rolled out later this year, the fund-research company announced at the 2009 Morningstar Investment Conference in Chicago.

• Target Practice

  By Kara P. Stapleton  |  March 1, 2008

  "Target date funds have been arguably the biggest newsmaker this decade in the defined contribution business," notes John Rekenthaler, vice president of research and new...