| Fund Spy Archive
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| Department |
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Article Title |
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Date |
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Author |
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| Fund Spy |
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Five Mainstream Funds for Going Hybrid |
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11-05-09 |
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Arijit Dutta |
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Funds Going from Heroes to Ho-Hum |
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11-03-09 |
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Gregg Wolper |
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Four Strong Funds That Passed My Tests |
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11-02-09 |
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Russel Kinnel |
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Fund Fees Get Their Day in the Highest Court |
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10-30-09 |
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Ryan Leggio |
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Who Needs In-House Managers? Not This Good Fund Family |
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10-29-09 |
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David Kathman, CFA |
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The Best Balanced Fund You've Never Heard About |
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10-27-09 |
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William Samuel Rocco |
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Who's Smarter: Vanguard or Fidelity Investors? |
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10-26-09 |
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Russel Kinnel |
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Great Funds with Big Cash Stakes |
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10-23-09 |
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David Kathman, CFA |
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Waiter, There's Some TALF in My Mutual Fund |
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10-22-09 |
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Harry Milling |
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A Closer Look at One of 2009's Big Winners |
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10-20-09 |
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Gregg Wolper |
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Buy Quality Stocks, Sell Treasuries, Says Mauboussin |
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10-19-09 |
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Russel Kinnel |
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American Springs a Leak as Investors Pour Money into Bond Funds |
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10-14-09 |
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Sonya Morris, CFA |
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How Some Investors Ruin a Great Fund |
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10-13-09 |
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Russel Kinnel |
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Hunting for Good Buys in the Retail Sector |
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10-12-09 |
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Karen Dolan, CFA |
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Go Global for True Fixed-Income Diversification |
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10-09-09 |
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Greg Carlson |
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Early Contenders for Fixed-Income Manager of the Year |
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10-08-09 |
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Eric Jacobson |
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Are Mutual Funds Losing Faith in the Dollar? |
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10-06-09 |
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Gregg Wolper |
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The Eight Biggest Manager Changes of 2009 |
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10-05-09 |
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Russel Kinnel |
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The Keys to Picking Winning Funds |
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10-01-09 |
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Russel Kinnel |
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Beware the Less-Obvious Risks in Your Portfolio |
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10-01-09 |
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Gregg Wolper |
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Challenges Loom for Commodity Mutual Funds |
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10-01-09 |
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Arijit Dutta |
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What Makes a Mutual Fund an Analyst Pick? |
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10-01-09 |
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Morningstar Fund Analysts |
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Six Top Candidates for International-Stock Manager of the Year |
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09-29-09 |
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William Samuel Rocco |
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Who Tops the Fund Company Performance Rankings? |
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09-28-09 |
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Russel Kinnel |
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Funds Taking a Flier on Airline Stocks |
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09-25-09 |
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David Kathman, CFA |
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Protecting Your Portfolio from the Next Market Downturn |
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09-24-09 |
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Nadia Papagiannis, CFA |
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A Mixed Picture at American Century |
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09-22-09 |
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Gregg Wolper |
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One of the Best Fund Companies You've Never Heard Of |
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09-21-09 |
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Russel Kinnel |
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Are Harvard and Yale Endowments Still Top of the Class? |
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09-17-09 |
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Sonya Morris, CFA |
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In Defense of the Humble Balanced Portfolio |
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09-15-09 |
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John Coumarianos |
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Financials-Heavy Funds Make a Comeback |
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09-14-09 |
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David Kathman, CFA |
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Is Your Target-Date Fund Quality to the Core? |
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09-14-09 |
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Morningstar Fund Analysts |
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Five Bond Nuggets for the Fall Season |
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09-10-09 |
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Eric Jacobson |
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Fund Moat and Uncertainty Ratings Revisited |
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09-10-09 |
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David Kathman, CFA |
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Vanguard's Target-Date Funds Earn Top Marks |
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09-09-09 |
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Laura Pavlenko Lutton |
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Are Fund Reopenings Contrarian Buy Signals? |
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09-08-09 |
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Karin Anderson |
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Eight Funds That Scream 'Dump Me!' |
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09-07-09 |
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Russel Kinnel |
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Six Early Contenders for Domestic-Stock Manager of the Year |
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09-03-09 |
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Andrew Gogerty |
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Previous Morningstar Fund Manager of the Year Winners |
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09-03-09 |
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Morningstar Fund Analysts |
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Why International Value Funds Are All Over the Map |
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09-01-09 |
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Gregg Wolper |
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The Incredible Shrinking Mutual Fund Universe |
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08-31-09 |
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Russel Kinnel |
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Funds with Big Homebuilder Stakes |
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08-28-09 |
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David Kathman, CFA |
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Two Funds Fit for Royalty |
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08-27-09 |
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John Coumarianos |
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Values Investing: A Look at the State of SRI Funds |
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08-25-09 |
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William Samuel Rocco |
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Two Fund Shops Go Above and Beyond to Support Charity |
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08-24-09 |
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Russel Kinnel |
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Can Commodities Still Pound Away at the Old Enemy? |
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08-20-09 |
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Arijit Dutta |
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Domestic-Stock Funds Turn the Tables on Fund Company Stocks |
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08-18-09 |
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Dan Culloton |
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Five Mutual Funds to Help You Hedge |
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08-17-09 |
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Russel Kinnel |
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Funds That Are Berkshire Hathaway Fans |
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08-14-09 |
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David Kathman, CFA |
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A Tale of Two Markets |
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08-13-09 |
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Sonya Morris, CFA |
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The Investment Contest You'll Never See |
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08-11-09 |
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Gregg Wolper |
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Frugality Pays with Target-Date Funds |
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08-10-09 |
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Josh Charlson |
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Did You Do as Well as Your Fund? |
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08-07-09 |
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Rachel Haig |
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A Gross Paradox |
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08-06-09 |
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Eric Jacobson |
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Four Small-Cap Funds That Have Ridden 2009's Rough Roads Well |
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08-04-09 |
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William Samuel Rocco |
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A Fresh Call to Right a Tax Wrong |
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08-03-09 |
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Russel Kinnel |
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What's Fueling Fidelity's Rebound? |
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07-30-09 |
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Christopher Davis |
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Why One Longleaf Fund Is Missing the Party |
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07-28-09 |
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Gregg Wolper |
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Five of the Hottest-Selling Funds: Buy or Bail? |
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07-27-09 |
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Russel Kinnel |
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Investors Are Rushing for the Exits at These Five Funds |
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07-24-09 |
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Karen Dolan, CFA |
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Why Leveraged Funds Are Bad Bets |
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07-23-09 |
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Greg Carlson |
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Will Your California Muni Fund Get Clobbered? |
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07-22-09 |
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Miriam Sjoblom |
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Three Foreign Funds That Have Sailed 2009's Stormy Seas Skillfully |
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07-21-09 |
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William Samuel Rocco |
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Silly Season for the Active/Passive Debate |
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07-20-09 |
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Russel Kinnel |
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A Model Culture Makes This Diamond Shine |
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07-16-09 |
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Andrew Gogerty |
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What's So Absolute about Absolute Return Funds? |
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07-14-09 |
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Nadia Papagiannis, CFA |
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11 Secrets to Making the Fund Screener Hum |
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07-13-09 |
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Russel Kinnel |
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The Keys to Picking Winning Funds |
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07-12-09 |
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Russel Kinnel |
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No New Normal for Nygren |
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07-10-09 |
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John Coumarianos |
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What Makes a Mutual Fund an Analyst Pick? |
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07-10-09 |
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Morningstar Fund Analysts |
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Funds 'on Drugs' |
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07-10-09 |
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David Kathman, CFA |
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You Won't Believe These Numbers |
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07-09-09 |
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Karen Dolan, CFA |
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A Good Mutual Fund Expands Its Horizons |
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07-07-09 |
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Gregg Wolper |
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How Do the Best Funds Treat Shareholders? |
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07-06-09 |
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Laura Pavlenko Lutton |
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Did Vanguard Goof on This Fund Launch? |
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07-02-09 |
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Dan Culloton |
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Five Prominent Funds That Have Surfed 2009's Wild Waves Well |
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06-30-09 |
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William Samuel Rocco |
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How Have Our Picks Done Versus Our Pans? |
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06-29-09 |
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Michael Breen |
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Which Fund Families Have Done Best in the Rally? |
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06-26-09 |
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David Kathman, CFA |
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Morningstar 2009 Investment Conference |
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06-25-09 |
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Morningstar Fund Analysts |
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Cigar Butts and Moats |
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06-25-09 |
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John Coumarianos |
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Is AllianceBernstein Slipping off the Right Path? |
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06-25-09 |
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Katie Rushkewicz |
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Beware the Less-Obvious Risks in Your Portfolio |
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06-23-09 |
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Gregg Wolper |
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Free Money for Mutual Fund Investors |
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06-22-09 |
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Russel Kinnel |
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Top Allocation Funds That Think Outside the (Style) Box |
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06-18-09 |
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Michael Breen |
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Morningstar's To-Do List for Target-Date Regulators |
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06-16-09 |
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Josh Charlson |
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How Mutual Funds Can Paint Themselves into a Corner |
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06-15-09 |
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Russel Kinnel |
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When to Pull the Plug |
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06-14-09 |
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Russel Kinnel |
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Commodities Boost These Funds, but for How Long? |
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06-12-09 |
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David Kathman, CFA |
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Tax-Free, But No Longer (Credit) Risk-Free |
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06-11-09 |
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Arijit Dutta |
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Latest Evergreen Regulatory Scandal Smacks of Poor Stewardship |
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06-10-09 |
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Morningstar Fund Analysts |
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Look Before You Leap into Emerging-Markets Funds |
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06-09-09 |
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William Samuel Rocco |
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The PIMCO Approach to Avoiding 'Black Swan' Events |
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06-08-09 |
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Lawrence Jones |
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Five Funds for the Frazzled |
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06-07-09 |
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Russel Kinnel |
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Two Top Managers Put on the Gloves |
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06-04-09 |
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Bridget B. Hughes, CFA |
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Big Pharma's a Loser's Game--Or Is It? |
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06-02-09 |
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Gregg Wolper |
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What Makes a Mutual Fund an Analyst Pick? |
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06-01-09 |
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Morningstar Fund Analysts |
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Stock Managers Go Bonkers over Bonds |
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06-01-09 |
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Russel Kinnel |
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Rodriguez Lambastes Fund Industry, Government Response to Crisis |
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05-29-09 |
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Christopher Davis |
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Gross Predicts a New Normal |
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05-28-09 |
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Arijit Dutta |
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Will Your Target-Date Fund Hit the Target? |
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05-28-09 |
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Michael Herbst |
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Top Investors Head to Chicago |
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05-27-09 |
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Karen Dolan, CFA |
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Investing in Hell with Chris Davis |
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05-27-09 |
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Dan Culloton |
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John Bogle Has Had Enough |
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05-26-09 |
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David Drucker |
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An Interview with Jeremy Grantham |
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05-26-09 |
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Joel P. Bruckenstein |
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Holy Smokes! These Funds Got Barbecued |
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05-25-09 |
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Russel Kinnel |
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Latin American Stocks Help These Funds Bounce Back |
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05-22-09 |
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David Kathman, CFA |
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The Light's On, but Where's GE? |
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05-21-09 |
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Harry Milling |
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How Will You Play the PPIP? |
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05-19-09 |
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Eric Jacobson |
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Don't Write the Obit for Hedge Funds Yet |
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05-19-09 |
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Benjamin N. Alpert, CFA |
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Seven Burning Questions for Investors and Fund Managers |
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05-18-09 |
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Russel Kinnel |
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Four Dividend-Focused Equity Funds to Add Income |
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05-14-09 |
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Lawrence Jones |
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Assessing Manager Changes at Our Fund Analyst Picks |
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05-12-09 |
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William Samuel Rocco |
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How Schneider Overcame the Devil's Advocate |
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05-11-09 |
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Bridget B. Hughes, CFA |
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Funds with Big Goldman Sachs and Morgan Stanley Stakes |
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05-08-09 |
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David Kathman, CFA |
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Five Mutual Funds on the Rebound |
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05-07-09 |
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Arijit Dutta |
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You Don't Have to Put Up with Rising Fund Costs |
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05-05-09 |
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Gregg Wolper |
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A Few Simple Tests for Finding Good Funds |
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05-04-09 |
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Russel Kinnel |
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The Broken Money Market Model |
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04-30-09 |
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Eric Jacobson |
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Funds for Investors' Inflation-Fighting Tool Kit |
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04-28-09 |
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Lawrence Jones |
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Five Great Funds for Your Tax Refund |
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04-27-09 |
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Russel Kinnel |
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Some Funds Come Back Strong Along with Three Tech Bellwethers |
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04-24-09 |
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David Kathman, CFA |
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The Best and Worst 529 College-Savings Plans |
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04-23-09 |
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Greg Brown |
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130/30 Funds: 130% Gimmick/30% Good Idea -- Page 2 |
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04-21-09 |
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Nadia Papagiannis, CFA |
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130/30 Funds: 130% Gimmick/30% Good Idea |
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04-21-09 |
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Nadia Papagiannis, CFA |
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Watch Out for Rising Costs |
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04-20-09 |
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Russel Kinnel |
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How Three Firms' Funds Stack Up on Stewardship |
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04-20-09 |
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Laura Pavlenko Lutton |
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A Bear Market to Remember |
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04-16-09 |
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Karen Dolan, CFA |
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Two Tiny Funds That Deserve More Attention |
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04-14-09 |
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Gregg Wolper |
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Lost Momentum |
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04-13-09 |
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Russel Kinnel |
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Weapons of Mass Destruction?--Page 2 |
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04-13-09 |
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Eric Jacobson |
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Weapons of Mass Destruction? |
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04-13-09 |
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Eric Jacobson |
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Will Big China and India Stakes Help These Funds? |
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04-10-09 |
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David Kathman, CFA |
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Investing in Socially Responsible Funds |
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04-09-09 |
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Russel Kinnel |
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Emerging-Markets Fans Ignore Bond Funds to Their Detriment -- Page 2 |
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04-07-09 |
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William Samuel Rocco |
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Emerging-Markets Fans Ignore Bond Funds to Their Detriment |
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04-07-09 |
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William Samuel Rocco |
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Beware of Lead Balloons |
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04-02-09 |
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Michael Herbst |
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Decide Now Which Funds You Won't Buy |
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03-31-09 |
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Gregg Wolper |
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These Funds Offer You a Break on Taxes |
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03-30-09 |
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Russel Kinnel |
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Bank Stocks Give Some Funds Whiplash |
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03-27-09 |
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David Kathman, CFA |
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Should You Forgive Your Fund? |
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03-26-09 |
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Michael Breen |
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Think Twice Before Buying a Pure Technology Fund |
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03-24-09 |
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William Samuel Rocco |
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Hedge Funds: Where Did That One-Star Fund Go? |
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03-23-09 |
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Benjamin N. Alpert, CFA |
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Five Reopened Funds You May Have Overlooked |
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03-19-09 |
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Karin Anderson |
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Fidelity Experts Assess the Prospects for Munis |
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03-17-09 |
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Russel Kinnel |
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Fidelity Experts Assess the Prospects for Munis -- Page 2 |
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03-17-09 |
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Russel Kinnel |
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The Remarkable Gap Between Winners and Losers |
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03-16-09 |
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Russel Kinnel |
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The Remarkable Gap Between Winners and Losers -- Page 2 |
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03-16-09 |
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Russel Kinnel |
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Which Funds Have the Biggest GE Stakes? |
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03-13-09 |
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David Kathman, CFA |
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Do Bear-Market Veterans Manage Better in a Downturn? |
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03-12-09 |
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Bridget B. Hughes, CFA |
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Four Ways to Prepare for the Rebound |
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03-10-09 |
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Gregg Wolper |
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Has Value Investing Worked to Protect the Downside? |
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03-09-09 |
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John Coumarianos |
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Bond Funds Swimming Naked -- Page 2 |
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03-05-09 |
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Eric Jacobson |
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Bond Funds Swimming Naked -- Page 3 |
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03-05-09 |
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Eric Jacobson |
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Bond Funds Swimming Naked |
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03-05-09 |
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Eric Jacobson |
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Extreme Times, Disappointing Outcomes |
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03-05-09 |
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Karen Dolan, CFA |
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Assessing Three Good Global Funds That Have Tanked |
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03-03-09 |
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William Samuel Rocco |
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Eight Great Funds for Your IRA |
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03-02-09 |
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Russel Kinnel |
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Gold-Bug Funds Revisited |
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02-27-09 |
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David Kathman, CFA |
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"Bearly" Winning |
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02-26-09 |
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Dan Culloton |
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Set My Fund Manager Free, Readers Say |
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02-24-09 |
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Gregg Wolper |
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Five Great Funds If You Don't Have a Lot of Dough |
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02-23-09 |
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Russel Kinnel |
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Fund Investors Return to Buy in January |
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02-17-09 |
|
Russel Kinnel |
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When You Have Lemons, Make Lemonade--Page 2 |
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02-17-09 |
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Nadia Papagiannis, CFA |
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Watch Out for Funds Hit by Layoffs |
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02-17-09 |
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Ryan Leggio |
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When You Have Lemons, Make Lemonade |
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02-17-09 |
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Nadia Papagiannis, CFA |
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Funds with Big Regional Bank Bets |
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02-13-09 |
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David Kathman, CFA |
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Taking Measure of Two Bond Giants |
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02-12-09 |
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Lawrence Jones |
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These Core Funds Still Have Real Merit |
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02-10-09 |
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William Samuel Rocco |
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Got the Treasury Bubble Blues? |
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02-09-09 |
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Miriam Sjoblom |
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Is Fundamental Indexing All that It's Made Out to Be? |
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02-09-09 |
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Arijit Dutta |
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Fund Companies Falling Short on Stewardship |
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02-05-09 |
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Andrew Gogerty |
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The Eight Most Shocking Losses of the Past 12 Months |
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02-04-09 |
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Russel Kinnel |
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Should Funds Be Allowed to Go to Cash? |
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02-03-09 |
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Gregg Wolper |
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New Categories Help to Refine Look at Target-Date Funds |
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02-02-09 |
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Russel Kinnel |
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Madoff Reminds Investors (Painfully) to Do Their Homework |
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01-29-09 |
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Benjamin N. Alpert, CFA |
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What to Make of Four Fine Growth Funds That Blew Up in 2008 |
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01-27-09 |
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William Samuel Rocco |
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How One Fund Dealt with the Satyam Scandal |
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01-26-09 |
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Gregg Wolper |
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Don't Get Caught Star-Gazing |
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01-26-09 |
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Katie Rushkewicz |
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Funds Hit by Major Bank Blowups |
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01-23-09 |
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David Kathman, CFA |
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Seven Questions with David Samra and Dan O'Keefe |
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01-22-09 |
|
Russel Kinnel |
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Seven Questions with Mercer Bullard |
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01-20-09 |
|
Russel Kinnel |
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Seven Questions with Mercer Bullard -- Page 2 |
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01-20-09 |
|
Russel Kinnel |
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Six Hopes for the Obama Administration |
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01-20-09 |
|
Morningstar Fund Analysts |
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Evergreen Fundholders, Stay or Go? |
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01-15-09 |
|
Hilary Fazzone |
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Investors Flee Foreign Funds |
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01-13-09 |
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Karin Anderson |
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Look to Incorporate Corporate Bonds |
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01-12-09 |
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Miriam Sjoblom |
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Did Health Care Help These Funds in 2008? |
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01-09-09 |
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David Kathman, CFA |
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Four Intriguing Index Funds That Deserve Attention |
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01-08-09 |
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Greg Brown |
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Morningstar Manager of the Year Runners-Up for 2008 |
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01-07-09 |
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Russel Kinnel |
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Announcing Managers of the Year for 2008 |
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01-06-09 |
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Russel Kinnel |
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Three Lessons from the Madoff Scandal |
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01-05-09 |
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Sonya Morris, CFA |
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Checking Up on Previous Domestic-Stock Managers of the Year |
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01-05-09 |
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William Samuel Rocco |
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Don't Expect Normal Markets in 2009 |
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12-30-08 |
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Gregg Wolper |
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The Star Rating Performs Well but Our Picks Are Better |
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12-29-08 |
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Russel Kinnel |
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Funds That Avoided Financials in 2008 |
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12-26-08 |
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David Kathman, CFA |
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Checking Up on Past International-Stock Managers of the Year |
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12-23-08 |
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William Samuel Rocco |
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The Best and Worst New Funds of 2008 |
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12-22-08 |
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Russel Kinnel |
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Two New Ways of Looking at Fund Risk |
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12-19-08 |
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David Kathman, CFA |
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Holiday Stocking Stuffers for Investors |
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12-18-08 |
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Ryan Leggio |
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Four Nominees for Fixed-Income Manager of the Year |
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12-17-08 |
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Miriam Sjoblom |
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10 Nominees for International-Stock Manager of the Year |
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12-15-08 |
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Michael Breen |
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Funds Betting on Discount Retailers |
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12-12-08 |
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David Kathman, CFA |
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Vanguard Bucks the Trend on Outflows in November |
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12-11-08 |
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Russel Kinnel |
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Our Nominees for Domestic-Stock Manager of the Year |
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12-10-08 |
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Russel Kinnel |
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We're Wary of the Recent Interest in Fairholme Fund |
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12-09-08 |
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Andrew Gogerty |
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American Funds, Dodge & Cox Managers Stick It Out |
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12-08-08 |
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Laura Pavlenko Lutton |
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Two New Funds from IVA Hold Loads of Promise |
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12-04-08 |
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Bridget B. Hughes, CFA |
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Foreign Funds with What It Takes to Profit from Global Sell-Off |
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12-02-08 |
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William Samuel Rocco |
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Female Fund Managers Make Strides |
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12-01-08 |
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Russel Kinnel |
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Revisiting Funds with the Biggest Ford and GM Stakes |
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11-28-08 |
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David Kathman, CFA |
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Are Fund Company Layoffs a Reason to Worry? |
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11-25-08 |
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Gregg Wolper |
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What Mutual Funds We're Buying |
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11-24-08 |
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Russel Kinnel |
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Is Your Fund a Cash-Flow Champion or Convert? |
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11-20-08 |
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Harry Milling |
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There's Plenty to Dislike about Leveraged Index Funds |
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11-17-08 |
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Wenli Tan |
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Funds Rolling the Dice on Casino Stocks |
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11-14-08 |
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David Kathman, CFA |
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Focused Funds Hold Their Own in the Market Turmoil |
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11-13-08 |
|
Andrew Gogerty |
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Four Funds with What It Takes to Capitalize on 2008's Turmoil |
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11-11-08 |
|
William Samuel Rocco |
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Perhaps Not a Prophet, but Definitely Prophetic--Page 2 |
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11-10-08 |
|
Eric Jacobson |
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Perhaps Not a Prophet, but Definitely Prophetic |
|
11-10-08 |
|
Eric Jacobson |
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