Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded 11 funds. In ratings changes affecting target date series, four were upgraded and three were downgraded.... Read More
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Mutual Funds
BY NAPA Net Staff | 2/17/2016
The SEC’s new money market fund rules don’t take effect until October, but now is the time that advisors should be sitting down with clients to explain the rules and how they will impact retirement... Read More
BY NAPA Net Staff | 2/8/2016
Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven funds and one target date series.The upgraded fund is the Vanguard Market Neutral fund, from Bronze... Read More
BY NAPA Net Staff | 1/4/2016
In December, Morningstar analysts upgraded the ratings of three U.S. mutual funds and downgraded 10. In addition, analysts assigned new ratings to five funds and placed eight funds and one target-... Read More
BY NAPA Net Staff | 12/14/2015
In November, Morningstar analysts upgraded the ratings of two U.S. mutual funds and downgraded seven. In addition, analysts assigned new ratings to eight funds and placed three funds under review.The... Read More
BY NAPA Net Staff | 11/16/2015
The markets rebounded in October, but participants moved money like it was still September.As was the case in September, participant transfers fled target-date funds (30%), company stock (27%) and... Read More
BY NAPA Net Staff | 11/9/2015
In October, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven. In addition, analysts assigned new ratings to three funds.The upgraded fund is T. Rowe Price High... Read More
BY NAPA Net Staff | 10/12/2015
In September, Morningstar analysts upgraded four U.S. mutual fund ratings and downgraded six. In addition, analysts affirmed ratings for 62 funds and one target-date series. New ratings were also... Read More
BY NAPA Net Staff | 2/6/2015
According to research from Morningstar, expense ratios in open-end mutual funds are showing a downward trend, spurred by the move to index funds as well as lower fees due to break points and savings... Read More
BY Fred Barstein | 1/13/2015
The result of the surprising departure of Mohamed El-Erian from Pimco, followed by the stunning exit of Bill Gross: the largest outflow by any mutual fund firm in history. The final tally was $150... Read More
BY NAPA Net Staff | 1/13/2015
In December, Morningstar analysts upgraded three U.S. mutual fund ratings, downgraded five fund ratings and assigned three new ratings. The upgraded funds are: Fidelity Intermediate Bond... Read More
BY NAPA Net Staff | 1/12/2015
Alternative funds have grown from $33 billion to $456 billion in the last 10 years, according to Lipper data. But their lack of liquidity may spur new rules from the SEC, as the commission’s... Read More
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