Sonya Morris

• Funds Flows Moving with the Markets

  By Janet Levaux, AdvisorOne  |  July 1, 2010

  The wild market rides prompted investors to pull some $13.2 billion out of long-term mutual funds in May, particularly from equity funds, reports Morningstar, though...

• At Morningstar Conference, a Focus on Dividend Investing

  By James J. Green, AdvisorOne  |  June 24, 2010

  At the opening session on day two of the Morningstar Investment Conference in Chicago on Thursday, June 24, three dividend-focused mutual fund managers talked about what they called the great opportunities in dividend investing now.

• Fund Groups 'Regaining Lost Ground'

  By Janet Levaux, AdvisorOne  |  October 1, 2009

  Through August 31, 2009, more than $226 billion flowed into U.S. open-end funds, according to the latest data compiled by Morningstar. "Fund firms are close...

• Active ETFs need tweaking

  By Staff Writer  |  May 28, 2008

  Active exchange-traded funds may be on the horizon; PowerShares has approached the SEC with a proposal for a group of active ETFs, the first firm...

• The Wheat and the Chaff

  By Stephen Phillip Brown  |  October 1, 2007

  Growth in the exchange traded fund market has been near exponential over the past two years, at least in the numbers of new ETFs hitting...

• Peace within the portfolio

  By Nick Hartshorn  |  February 1, 2007

  Described as precision-guided investments by one expert, exchange-traded fund inflow rates continue their stratospheric rise. Combined domestic ETF assets reached $383.3 billion in the latest...