Can Bond Funds Repel the Indexers?
If so, the industry’s leaders must perform better.
John Rekenthaler
John Rekenthaler is vice president of research for Morningstar.
Rekenthaler joined Morningstar in 1988 and has served in several capacities. He has overseen Morningstar’s research methodologies, led thought leadership initiatives such as the Global Fund Investor Experience report that assesses the experiences of mutual fund investors globally, and been involved in a variety of new development efforts. He currently writes regular columns for Morningstar.com and Morningstar magazine.
Rekenthaler previously served as president of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. During his tenure, he has also led the company’s retirement advice business, building it from a start-up operation to one of the largest independent advice and guidance providers in the retirement industry.
Before his role at Morningstar Associates, he was the firm’s director of research, where he helped to develop Morningstar’s quantitative methodologies, such as the Morningstar RatingTM for funds, the Morningstar Style BoxTM, and industry sector classifications. He also served as editor of Morningstar Mutual FundsTM and Morningstar® FundInvestorSM.
Rekenthaler holds a bachelor’s degree in English from the University of Pennsylvania and a master’s degree in business administration with high honors from the University of Chicago Booth School of Business.
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