Morningstar

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  Performance Dispersion—Why It Matters

  By Jon Sundt  |  February 25, 2013

  Remember 2008? To paraphrase Dickens, it was the best of times for managed futures funds and the worst of times for almost every other strategy.

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  Fed Economist Sees Stronger Growth in ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Longer term, though, the United States has to get its debt levels under control or risk hurting investment, said Kevin Kliesen at the Morningstar Ibbotson Conference.

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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.

• 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.

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  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.

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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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  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.

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  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.