A recent article in Morningstar discusses a powerful—yet widely unknown and unused– equity fund performance predictor that was introduced in a 2005 research paper and subsequently shared in the Journal…
Tag: Fund Performance
Bloomberg's Kaissar Weighs-In on Morningstar Fund Ratings
In a recent article, Bloomberg columnist Nir Kaissar challenges the rationale of a Wall Street Journal article suggesting that Morningstar mutual fund ratings lead investors to “assume erroneously” how those…
Higher Fund Assets Can Lead to Poorer Fund Performance
Research recently released by Duke University shows that “greedy” funds with rising asset levels can return poorer performance for investors, according to an article in Institutional Investor. Evidence presented in…
Hedge Funds Perform When Managers are Vested and Inflows are Limited
Research from NYU and Columbia University shows that hedge fund managers that invest in their own funds deliver the best results, according to a recent article in Institutional Investor. In…
Every Stock Fund In Red for 2008
A sign of how tough the market has been this year: Through November 24, every long stock fund tracked by Morningstar — that’s right, every single long stock fund —…