Morningstar

• 

  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.

• Optimal Opportunities

  By Ed McCarthy, CFP  |  February 22, 2013

  While Actavis (ACT) narrowed its 2013 guidance expectations in the wake of an unexpected Concerta approval, the company is still poised to post close to 30% EPS growth and potentially double-digit annual EPS growth through 2016.

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

• Vanguard Shares Latest Fund Changes

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.

• 

  Startling Stock-Beta Study ‘Turns Theory on Its Head,’ Ibbotson Says

  By Janet Levaux, AdvisorOne  |  February 21, 2013

  The investment expert shares his latest ground-breaking research at the Morningstar Ibbotson Conference.

• 

  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.

• 

  Top Portfolio Products: OneAmerica Debuts Index(k)

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2013

  New products introduced over the last week include the CurrencyShares Singapore Dollar Trust from Guggenheim Investments and the Salient Global Equity Fund from Salient Partners.

• 

  Buyer of the Overlooked and Unloved Embraces Apple

  By Joyce Hanson, AdvisorOne  |  February 14, 2013

  Considering that Morningstar ranks the Roumell Opportunistic Value Fund in the top 1% of its category, portfolio managers Jim Roumell and Ted Crawford may be on to something with their call on Apple.

• 

  Concidence? Big ETF News Accompanies Big ETF Conference

  By James J. Green, AdvisorOne  |  February 13, 2013

  The week has brought launches of ETPs on the Singapore dollar, BDCs and infrastructure, along with Schwab’s commission-free platform.

• 

  Equities Are Hot, but Bonds Still Sizzling: Morningstar

  By Janet Levaux, AdvisorOne  |  February 12, 2013

  January asset flows to U.S. stock funds break a two-year downturn, as analysts wonder if the trend will hold.