Using the Ownership Lens to Select Funds
Practical considerations for using the new statistic.
John Rekenthaler
John Rekenthaler is Vice President of Research for Morningstar.
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Predicting Mutual Fund Returns With the Ownership Lens
A measure invented in 2005 gets retested--and passes with flying colors.
The Best Predictor of Stock-Fund Performance
It appears to be as powerful as it is unknown.
The Capital Markets (We)Work
In a healthy financial system, some IPOs will fail.
Where Are the Economies of Scale?
Morningstar’s global study demonstrates that when funds become bigger, they don't necessarily become cheaper.
Keeping What You Earn
The painful math of taxable accounts.
Four Questions (and Answers) About Value Investing
Will the ride continue?
The British Show How to Improve 401(k)s
The imitators have outdone the originators.
Does It Ever Make Sense to Index Portfolios?
Not for mutual funds but perhaps for hedge funds.
When Financial Advisors Give Bad Advice (or Worse)
It happens less often than in the past, but more often than it should.