Posts Tagged ‘Morningstar’

Street Smarts

By Warren Mackenzie on November 28th, 2013

There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the...

Want lower fund fees? Vote with your wallet

By Dan Hallett on October 3rd, 2011

The mutual fund industry seems to be under the microscope on a regular basis.  That’s partly a function of its size.  But, to be fair, it’s also because the industry has earned criticism for its commission structures, high fees and...

Stewardship: common sense not controversial

By Dan Hallett on July 5th, 2010

Morningstar Canada recently introduced its Stewardship Grades for 27 Canadian fund companies.  Media coverage began slowly but picked up momentum.  The Toronto Star’s Jim Daw had some valid critique of the scoring scale.  Then, Tom Bradley...

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