Thursday, November 26, 2009

Morningstar

Many Target-Date Funds Miss Their Mark

Designed to protect people near or in retirement, many posted steep losses this year. more >>

Performance of 529 Portfolios by Plan

Chart shows performance of 529 portfolios by plan. more >>

Performance of 529 Plans by Peer Group

Chart shows performance of 529 plans by peer group. more >>

College Savings Plans Outperform the Market

A comprehensive analysis of which 529 plans have done best, including some that earned profits. more >>

Two New Fund Categories for Morningstar

Fund tracker adds global real estate and currency funds. more >>

Investing Insights from Morningstar

Some bargain hunters are cutting back on energy, looking to financials and healthcare. more >>

Of Diehards and Bogleheads

Popular indexing forum cuts ties with Morningstar. more >>

Picking the Best Index Fund

Be vigilant when it comes to fees, Morningstar advises. more >>

Funds to Weather a Bear Market

Morningstar screens for funds that are resilient during market declines. more >>

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