Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

The S&P 500 is a high bar for fund managers. The Dow? Not as much. An actively managed fund will always underperform an index comprised of the stocks from which the fund selects. Did your mutual fund ...

A new analysis from Morningstar raises some red flags for advisors and investors exploring interval funds as a pathway to private market exposure. While these vehicles have surged in popularity as an ...

If you were handed a list of "the best mutual funds for 2010," you'd have a hard time believing that any of them would turn out poorly if you picked them. And yet, if you picked them — the 10 funds ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

We investigate Morningstar’s new qualitative, forward-looking analyst ratings, which reflect independent analysts’ expectations of a fund’s future performance. We find relatively higher flows to funds ...