Jason Kephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
DFA reigns as the No. 1 mutual fund among advisers but an old favorite is making noise. Jason Kephart on what sets the leaders apart.
Imagine: what would the world would look like if, to borrow from Superman lore, a Bizarro John Bogle took the place of the real John Bogle? Jason Kephart has the story.
Bank loan mutual funds have received unprecedented interest from investors this year as short-term interest rates look to…
Stock prices surged the most since January as signs emerged that lawmakers were inching toward a deal to increase the debt ceiling and avert a default. But it could all turn on a dime.
The popularity of bank loan mutual funds is raising eyebrows as fears climb that advisers could be caught off guard if sentiment for the loans turns around and outflows lead to weak performance.
Will remain at company, Haywood Kelly to become head of research.
Invesco Ltd. has opened up a new fund to financial advisers that takes its balanced-risk strategy and adds…
Investors in the biggest large-cap mutual funds have been their own worst enemies since the financial crisis.
You may be your own worst enemy when it comes to beating the market
