Tom Nations
Tom Nations, CFP, is an associate director of multi-asset and alternative strategies for Morningstar.
Latest
Virtus AllianzGI Income & Growth Is Under Review Because of a Pending Subadvisor Change
Portfolio Tweak Doesn't Impact John Hancock Multi-Index Preservation's Profile; Ratings Unchanged
Portfolio Tweak Doesn't Impact John Hancock Multi-Index Lifetime's Profile; Ratings Unchanged
American Funds Target Date Retirement Series
This is a stalwart target-date series.
More Changes to Principal Global Diversified Income; Ratings Unchanged
Costs Weigh on the Nation’s Largest 529 Plan
Virginia’s CollegeAmerica earns praise for its investment team and underlying processes, so why does it net a just Bronze rating?
Ratings Changes Highlight the Risks and Opportunities of Being Unconventional
Here are some highlights from October.
Capital Group's Fashionably Late Entry to the ETF Party
One of the world's largest asset managers makes a statement.
An Upcoming Manager Departure at Virtus AllianzGI Income & Growth Does Not Change Its Ratings
Two Manager Promotions at John Hancock International Growth, Morningstar Analyst Rating Unchanged
Two Manager Promotions at Manulife Global Quality Growth (Ex-U.S.) Do Not Change Its Ratings
An Upcoming Manager Retirement at Sterling Capital Special Opportunities Does Not Change Its Ratings
Dropping Coverage of Virtus AllianzGI Global Small-Cap
An Upcoming Manager Retirement at American Funds Growth Fund of America Does Not Change Its Ratings
Franklin Small Cap Value Soft-Closed in May
Management Changes at Eaton Vance Tax-Managed Growth 1.1; Ratings Unchanged
Management Changes at Eaton Vance Tax-Managed Growth 1.2; Ratings Unchanged
Dropping Coverage of Eaton Vance Tax-Managed Global Dividend Income
MassMutual Mid-Cap Value Is Under Review Following Subadvisor Additions
Manager Departure at American Funds Capital World Growth & Income
Manager Question of the Month: The China Conundrum
Stock fund managers consider the trade-offs of investing in China.
Manager Departure on American Beacon Large Cap Value
Comanager Shuffle at Columbia Seligman Technology Growth; Rating Unchanged
Comanager Shuffle at Columbia Seligman Communications and Information; Ratings Unchanged
A Manager Departs American Funds Smallcap World; Ratings Unchanged
Gabelli Gold Adds Manager
Joshua White Swaps Global Team for US Large-Cap Squad; Ratings Unchanged
Management Shuffle at American Funds Capital World Growth & Income
Manager Departure on American Beacon Small Cap Value
American Century Focused Large Cap Value Completes Its Structural Shift; Ratings Unchanged
2 Comanagers Join Sprott Gold; Ratings Unchanged
Two Newly Disclosed Managers on American Funds New World; Ratings Unchanged
Transamerica Large Cap Value Is Under Review Following Subadvisor Change
An Upcoming Retirement at Morgan Stanley Institutional International Equity Doesn't Change Our View
Morgan Stanley Institutional Global Franchise's Upcoming Comanager Retirement Doesn't Alter Our View
Upcoming Manager Disclosure on American Funds Smallcap World
Yet Another Manager Transition at AllianzGI Global Small Cap
The Challenge of American Funds New Perspective’s Big Tesla Position
Comanager Departure Puts AllianzGI Global Small-Cap Under Review
American Century Large Company Value Under Review Following Process Adjustment
Manager Transition at American Funds Growth Fund of America
An Upcoming Manager Departure on American Funds New World Does Not Change Our View
Two Newly Disclosed Managers on American Funds New Economy
An Already Good International Fund Just Got Better
More managers and analysts have come aboard American Funds Europacific Growth, bolstering its already deep team.