Refine Search

  •  
  •  
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
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
Biz Bits

...financially troubled eurozone countries, in asking for aid from Europe's bailout reserve and the International Monetary Fund. Analysts expect Portugal will need up to 80 billion euros ($114.4 billion) -- an amount bearable for Europe's finances...

http://chronicle.augusta.com/news/business/biz-bits/2011-04-06/biz-bits
Biz Bits | Business
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
New bond funds test the idea of 'less is more'

...And if we believe there is a good security out there, why not buy more of it?" Miriam Sjoblom, a Morningstar bond fund analyst, says the new offerings from Fairholme and Third Avenue will probably win over plenty of investors because both companies...

http://chronicle.augusta.com/stories/2010/01/17/fin_563419.shtml
Finance
Mutual funds based on faith gain popularity

...portfolio is that there are only a handful of pure international socially responsible funds, said Greg Carlson, a fund analyst at Morningstar. "The SRI investing world is still relatively new. A lot of firms are still trying to establish a...

http://chronicle.augusta.com/stories/2005/11/20/fin_24546.shtml
Finance
Fund closed to new investors, but launches alternative

...1995, share one of the best long-term records in the foreign large-blend category, said Gregg Wolper, senior fund analyst at Morningstar Inc. One factor that's given them an edge over the years has been their ability to discover smaller...

http://chronicle.augusta.com/stories/2005/05/16/fin_453341.shtml
Finance
Slower growth at home gives international funds extra appeal

...your long-term strategy. "It's just very difficult to predict currency movements," said Gregg Wolper, senior fund analyst at Morningstar Inc. "Even the experts who do that full-time find themselves surprised by what happens. There are...

http://chronicle.augusta.com/stories/2004/09/12/fin_428305.shtml
Finance
Morningstar debuts fund governance ratings

...the grades, Morningstar drew on data from public filings, a proprietary Morningstar survey and other research by fund analysts. They are meant to help investors get a better sense of some of the more intangible, but important, aspects of a...

http://chronicle.augusta.com/stories/2004/08/26/fin_426443.shtml
Finance