Mutual Fund, ETF Assets Rose in Nov

Ackerman, Ruthie
December 2009
American Banker;12/16/2009, Vol. 174 Issue 223, p8
Trade Publication
A news brief is presented, discussing a report from Morningstar Inc. on increased asset flows to mutual funds and exchange-traded funds (ETF) in November 2009. The investment research company said it was the ninth straight month of net asset inflows for ETFs, and the busiest month to that point in 2009.


Related Articles

  • New ratings for ETFs. Wollenberg, Yvonne Chilik // Medical Economics;5/19/2006, Vol. 83 Issue 10, p12 

    The article reports that Morningstar has started issuing star ratings for exchange-traded funds (ETFs), which is aimed at making it easier to compare them to each other and traditional mutual funds. Morningstar covers 107 ETFs that are at least three years old. It employs practically the same...

  • Smart Beta Funds Get Closer Look From Morningstar. Wenger, Scott // Financial-planning.com;9/19/2014, p6 

    The article reports on a classification system introduced by investment firm, Morningstar, Inc., to help investors study and compare exchange-traded products (ETPs) better. Topics mentioned include the need to define and scrutinize the strategic beta space according to Morningstar manager...

  • DON PHILLIPS. Chapelle, Tony // On Wall Street;Jul2006, Vol. 16 Issue 7, p20 

    Presents an interview with Don Phillips, managing director of Morningstar. Relationship of the company with investors; Views of Phillips on the most important trend in mutual funds; Opinion of Phillips on redemption fees and higher investment minimums; Threats of exchange-traded funds to mutual...

  • Legend - Don Phillips. Berney, Louis // Plan Adviser;Jul2011, p3 

    The article profiles Morningstar Inc. fund research president Don Phillips. It is mentioned that his initial interest in mutual fund investing started when he received 100 Templeton Growth Fund shares from his father when he was young. With his two college majors and a master's degree in English...

  • Alternative Funds, ETFs Becoming More Popular. McGuinness, Kevin // Plan Advisor News;2013, p86 

    The article cites a survey by investment research firm Morningstar, Inc., and financial magazine Barron's, which found that alternative mutual funds and exchange traded funds (ETFs) are being included in investor portfolios. Nadia Papagiannis of Morningstar says institutional investors consider...

  • Morningstar Begins Rating Exchange-Traded Funds. Barney, Lee // Money Management Executive;3/13/2006, Vol. 14 Issue 10, p2 

    The article reports that Morningstar is now rating 107 exchange-traded funds (ETFs) on the market, by looking at their risk-adjusted returns in their respective peer groups, including their expense ratios. Morningstar is only rating ETFs which are at least three years old. The ratings are...

  • Exchange-traded funds attracting managers. Gabriel Jr., Frederick P. // Pensions & Investments;10/31/2005, Vol. 33 Issue 22, p47 

    This article reports that exchange-traded funds (ETF) are so hot, even mutual fund stock pickers can't resist using them. Approximately 80 stock mutual funds in the U.S. have more than 5% of their assets invested in ETFs, which are an increasingly fierce competitor to the mutual fund industry,...

  • Morningstar Adds Coverage.  // American Banker;8/6/2008, Vol. 173 Issue 151, p11 

    The article reports that Morningstar Inc., a mutual fund rating company, developed categories to assess the value of investments in international real estate and currency markets. Funds that invest in global real estate allocate a minimum of 40% of their portfolio to nations outside of the U.S....

  • Equities Were Most Researched Investments in 2012. Cornfield, Jill // Plan Advisor News;2013, p112 

    The article reports that U.S. equities are the most researched investments in 2012 on Morningstar platforms which indicated a growing interest on the products. The most researched products by institutional investors were mutual funds, exchange-traded funds (ETF) and separate accounts focused on...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics