Many Target-Date Funds Miss Their Mark
By
Philip Moeller
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The Best Life - November 14, 2008
Designed to protect people near or in retirement, many posted steep losses this year.
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Performance of 529 Portfolios by Plan
Education - October 24, 2008
Chart shows performance of 529 portfolios by plan.
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Performance of 529 Plans by Peer Group
Education - October 24, 2008
Chart shows performance of 529 plans by peer group.
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College Savings Plans Outperform the Market
By
Kim Clark
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Education - October 24, 2008
A comprehensive analysis of which 529 plans have done best, including some that earned profits.
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Two New Fund Categories for Morningstar
By
Katy Marquardt
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New Money - August 5, 2008
Fund tracker adds global real estate and currency funds.
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Investing Insights from Morningstar
By
Katy Marquardt
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New Money - June 27, 2008
Some bargain hunters are cutting back on energy, looking to financials and healthcare.
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Of Diehards and Bogleheads
By
Katy Marquardt
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New Money - June 6, 2008
Popular indexing forum cuts ties with Morningstar.
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Picking the Best Index Fund
By
Katy Marquardt
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New Money - May 21, 2008
Be vigilant when it comes to fees, Morningstar advises.
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Funds to Weather a Bear Market
By
Katy Marquardt
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Money Matters - March 12, 2008
Morningstar screens for funds that are resilient during market declines.
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