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News

Mutual Funds: Positionin’ on a Prayer for Tax Reform
Mutual fund performance has improved lately, with funds delivering above-average returns again this year. Morningstar's Active/Passive Barometer showed that nearly half of active U.S. stock funds beat their benchmarks in the 12 months ended June 30.

Pimco Bucks Trend by Raising Fees on Ivascyn’s Income Fund
Shareholders added a net $703.4 billion to passively run mutual and exchange-traded funds while withdrawing $214.5 billion from active funds in the 12 months through July, according to Morningstar. The average fee paid by investors fell to 57 basis points.

Morningstar's Top Rated Funds Don't Show Outperformance So Far
When investors are in a quandary as to the best mutual funds to own, they frequently turn to expert sources to help them make their decisions. And for fund investors, there is usually considered to be no more of an expert source than the Morningstar.com site.

The Morningstar Rating for Funds: A Good Starting Point for Investors?
The star rating is a quantitative measure that ranks funds each month based on their trailing three-, five-, and 10-year risk-adjusted returns versus their Morningstar Category ... this analysis is all U.S. open-end mutual funds, excluding exchange-traded.

This Mutual Fund Actively Unearths Value
See also: 5 Low Fee MFS Mutual Funds ... a time when many active funds are struggling to beat their benchmarks, MFS is thriving. For the trailing three-, five- and 10-year periods, MFS Values earns four-star ratings from Morningstar and an overall.

Napa Wealth Management launches second mutual fund
Napa Wealth Management launched its second mutual fund, the Momentum Bond Fund (MOMBX), on Sept. 1. This follows the launch of its first fund, NWM Momentum Fund (MOMOX) on April 1. This flagship fund received a Morningstar five-star rating in April.

Uber's turmoil has reportedly taken a toll on its valuation
But some 3.7% of mutual funds now have stakes in private companies like Uber as well, according to Morningstar. Funds estimate the value of their stakes in private companies in quarterly reports to their investors.

A Stock ‘Permabear’ Won’t Give In
according to Morningstar. “Having lost money each year since 2011 and charging more than 100 basis points [1 percentage point] to do so tends to cause investors to ask for their money back,” says Todd Rosenbluth, director of ETF and mutual-fund.

Morningstar: Half of active equity funds top benchmarks in last year; long term a different story
Actively managed U.S. mutual funds have generally been unable to surpass their benchmarks, particularly over longer time periods, concludes a Morningstar report released Tuesday. The report analyzes active funds against a composite of passive funds that.

Mutual funds see top value gains in financials from January to July
Mutual funds’ allocation to the financial services sector rose to 30.43% at the end of July from 27.33% a year ago, according to data from research firm Morningstar. Financials added the most value to mutual funds' holdings from start of the year to July.