Morningstar News Archive - Yahoo! Finance

Government Stinginess

Sat, 18 May 2013 11:00:00 +0000

A lower deficit is great longer-term news, but it could continue to hurt short-term data.

A Raft of Portfolio Manager Changes at Janus

Thu, 16 May 2013 21:12:00 +0000

Also, Vanguard rolls out an emerging-markets bond fund, major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and Invesco to rework its quant funds.

A Rare Bird: The Tax-Efficient Alternative

Thu, 16 May 2013 11:00:00 +0000

Gateway enhances a long-short strategy with tax efficiency.

Questions and Answers on Morningstar's Valuation Model

Thu, 16 May 2013 11:00:00 +0000

Morningstar StockInvestor editor Matt Coffina answers some common questions about Morningstar's valuation model.

Bond Funds Bring It on Home

Tue, 14 May 2013 11:00:00 +0000

With bargains scarce, some core bond managers aren't taking too many chances.

Roth IRAs vs. 529s: A College-Savings Smackdown

Tue, 14 May 2013 11:00:00 +0000

Using a retirement account to save for college invites many potential pitfalls.

A Fistful of Downgrades

Mon, 13 May 2013 11:00:00 +0000

We lowered the boom on five funds.

Go-Go, Go-Slow, No-Go? Readers Weigh in on Retirement Spending Patterns

Sun, 12 May 2013 11:00:00 +0000

Many let portfolio performance dictate how much they spend.

No News Is Good News

Sat, 11 May 2013 11:00:00 +0000

There was little economic news to spook the market this week, but next week's data could prove to be a real test.

MBIA Investment a Big Win for Fairholme's Berkowitz

Thu, 09 May 2013 21:30:00 +0000

A promotion at Heartland Advisors, former Fidelity Magellan PM Jeffrey Vinik to shutter his hedge fund, and Southeastern readies another proxy fight.

Timeless Lessons From the Oracle of Omaha

Thu, 09 May 2013 11:00:00 +0000

Morningstar StockInvestor editor Matt Coffina shares takeaways from this year's Berkshire Hathaway annual meeting.

Can a Great Stock Also Be a Great Fund Family?

Thu, 09 May 2013 11:00:00 +0000

BlackRock has yet to realize its full potential for fundholders.

College-Planning Tips for Special-Needs Families

Tue, 07 May 2013 11:00:00 +0000

More students with disabilities are attending college, making the need for financial planning even greater.

Is Your 529 Plan a Star Performer?

Tue, 07 May 2013 11:00:00 +0000

Morningstar measures college-savings plans' risk-adjusted performance.

Yacktman Focused's Markup Is Needless

Mon, 06 May 2013 11:00:00 +0000

A higher-than-necessary expense ratio holds this Silver-rated fund back.

Long-Term Care: Denial Is Not One of the Choices

Mon, 06 May 2013 11:00:00 +0000

Eschewing insurance? Make sure you have a viable backup plan.

A Dividend and Slow Growth or Fast Growth With No Dividend?

Sun, 05 May 2013 11:00:00 +0000

Readers offer their thoughts on whether it's better to own a longtime blue chip or a leading Internet firm.

An Economy in the Middle: No Boom, No Bust

Sat, 04 May 2013 11:00:00 +0000

Economic data this week was slow enough to keep central bank stimulus flowing yet good enough to avert recession fears, writes Morningstar’s Bob Johnson.

American Century Sends Livestrong Brand Into Retirement

Thu, 02 May 2013 21:00:00 +0000

A new manager for T. Rowe Price New Era, DWS fires a subadvisor, Matthews launches 2 Asia funds and makes manager changes on 2 other funds, Cohen & Steers founders pull back, and a Waddell & Reed bond ...

Funds That (Still) Buy Like Buffett, 2013

Thu, 02 May 2013 11:00:00 +0000

Funds with similar stock holdings to Warren Buffett have excelled over time.

How Will State and Local Taxes Affect Your Retirement?

Thu, 02 May 2013 11:00:00 +0000

Here are several tips for reducing your tax outlay without having to relocate.

A Tale of Two Yields: Part I

Tue, 30 Apr 2013 11:00:00 +0000

What a comparison of a fund's trailing 12-month and SEC yields can tell us.

Don't Get Carried Away With Floating-Rate Funds

Tue, 30 Apr 2013 11:00:00 +0000

Yes, they offer protection against a rise in interest rates, but they also can add credit risk.

Invest With Buffett, Like Buffett, or Both?

Sun, 28 Apr 2013 11:00:00 +0000

Readers say they've learned much about quality, valuation, and patience from the Oracle of Omaha.

U.S. GDP Not as Good as the Report Suggests

Sat, 27 Apr 2013 11:00:00 +0000

The year-over-year data paints a very different picture than the quarter-to-quarter annualized data we got on Friday.