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Minding the tax bite in fund investing

...funds. Because their audience is so narrow, they tend to have fewer assets under management, says Michael Rawson, a fund analyst at Morningstar.Their smaller size means tax-managed funds don't benefit from the economies of scale that large...

http://chronicle.augusta.com/news/business/2014-04-27/minding-tax-bite-fund-inve
Stocks or bonds? Balanced funds offer some of both

...portfolio, because it gives you a broad level of investment exposure across asset classes," said Emily Hall, senior fund analyst at Morningstar, a mutual fund and stock researcher based in Chicago. Because the stock and bond markets typically...

http://chronicle.augusta.com/stories/2003/08/18/fin_384920.shtml
Finance
Looking for winners? You should consider the losers

...contrarian investor," said Peter DiTeresa, senior fund analyst at Morningstar. "The funds that are the least loved...we're betting on a change," said Gabriel Presler, fund analyst for Morningstar. Morningstar believes those categories...

http://chronicle.augusta.com/stories/2002/02/11/bus_332736.shtml
Business
Focusing on dividend-paying funds can be a good long-term strategy

...shareholder value, a dividend is a pretty good thing for a company to do with its money," said Paul Herbert, senior mutual fund analyst at Morningstar Inc. "You can bank on a dividend." During the go-go years of the tech boom, when overnight profits...

http://chronicle.augusta.com/stories/2004/07/04/fin_421058.shtml
Finance
Investors pour money into convertible bond funds

...convertible bonds is to catch more of the upside of stock while limiting the downside risk," said Kerry O'Boyle, mutual fund analyst at Morningstar Inc. "It tends to have less volatility than investing in pure stock funds, because the bond component...

http://chronicle.augusta.com/stories/2003/08/11/fin_383784.shtml
Finance
Business news

...chargesNEW YORK --- Federal authorities revealed charges Tuesday against three hedge fund portfolio managers and a hedge fund analyst, describing a paper-shredding, flash drive-destroying panic that ensued when they thought they faced the scrutiny...

http://chronicle.augusta.com/news/business/biz-bits/2011-02-09/business-news
Biz Bits | Business
Planners caution against overdiversifying portfolios

...performance to excessive paperwork. "You can have a problem of way too much overlap," said Emily Hall, senior mutual fund analyst at Chicago-based Morningstar. While having too few funds can lead to an overly volatile portfolio, having too many...

http://chronicle.augusta.com/stories/2002/12/30/bus_366668.shtml
Business
Balanced funds can be a safe strategy in a sideways market

...and bonds has certainly provided some stability in the market through the last five years," said Greg Carlson, a fund analyst with Morningstar Inc. "A lot of people feel neither bonds nor stocks are attractive right now, so they're taking...

http://chronicle.augusta.com/stories/2004/07/18/fin_422488.shtml
Finance
7 charged in insider trading case

...he lives.In court papers, he was credited with a starring role in the securities fraud. Authorities said a hedge fund analyst fed Chiasson inside information about an upcoming announcement of Dell's earnings for the first and second quarters...

http://chronicle.augusta.com/news/business/2012-01-18/7-charged-insider-trading-
Inflation fears eating you up? Consider TIPS

...compare TIPS to the other government categories, they've really outperformed," says Lawrence Jones, a Morningstar fund analyst specializing in fixed income "A lot of investors think federal policy will spur higher inflation down the road...

http://chronicle.augusta.com/stories/2009/10/04/fin_550237.shtml
Finance