Jason Kephart
Morningstar
Chicago, IL, United States
Contact Jason
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Past articles by Jason:
Japan Equity CEFs Win the First Quarter
These closed-end funds were unstoppable in early 2015; plus, did the first IPO of 2015 usher in a new era for CEF shareholders? By Jason Kephart | 04-16-15 | 06:00 AM | Email Article 692850 CLOSEDENDFUNDS USA_NXRT,USA_MUJ,USA_EWJ,USA_CUBA,USA_ASA,USA_JOF,USA_JEQ,USA_MPA,USA_NTX,USA_VGI,USA_CCD,USA_CHY,USA_NHS,USA_NHF,USA_DXJ,USA_FTT,USA_SRV E0_USA_NXRT FC_USA_MUJ FE_USA_EWJ FC_USA_CUBA… → Read More
Dennis Stattman's 25-year balancing act
Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance. → Read More
In a class by himself, Fidelity fund manager William Danoff keeps performance humming
Contrafund manager tops S&P 500 (and his peers) over just about every time period → Read More
How to outperform using boring old index funds
Hint: You've always had it in you. → Read More
IBM's Watson makes the jump from Jeopardy to financial planning
Supercomputer can sort through vast amounts of information, giving advisers more time with clients. → Read More
Would you pay 8% in fees for an illiquid alternatives fund?
The fees with Blackstone Group's nontraded fund of hedge funds make 2 and 20 not so bad. Are the returns strong enough to justify the stiff cost structure? → Read More
After pioneering mutual funds, MFS sets sights on new horizons
In partnership with SSgA, mutual fund giant dips toe into active-ETF arena. → Read More
Guess who's picking up the cash that's flowed out of Pimco
BlackRock and Goldman Sachs are the big beneficiaries of Pimco's bad bond call. → Read More
Invesco makes a big push into alternatives
Six new liquid alternatives funds are part of firm's effort to help advisers handle risk. → Read More
Advisers give two thumbs down to movie about Stratton Oakmont
There is a lot of Oscar buzz around “The Wolf of Wall Street,” but the film, which chronicles the rise and fall of notorious broker Jordan Belfort, isn't likely to win any awards from financial advisers. Mr. Belfort gained notoriety in the 1990s as the founder of Stratton Oakmont, a Long Island, N.Y., boiler room that aggressively pushed risky penny stocks on unsuspecting clients. Mr. Belfort was… → Read More
Finra turns its ever-watchful eye on frontier funds
Finra turns its ever-watchful eye on frontier funds amid concern that risks are inadequately disclosed to retail investors. → Read More
Carlyle Group joins hedgies' rush into liquid alt mutual funds
Will launch two '40 Act funds to lure financial adviser business → Read More
Blackstone preps nontraded real estate fund for the fee-only crowd
Fund comes with no sales load but 12(b)-1 fee, performance fee and expense ratio. → Read More
Here's what happens to stocks when the Fed hikes rates
Equities usually react favorably when the central bank tightens, according to new research. → Read More
Beyond black box investing: Fund uses a database four times the size of Wikipedia
The BlackRock Global Long/Short Equity Fund is a computer nerd's dream and, with its ability to zig when the rest of the market zags, a potentially valuable addition to a portfolio. → Read More
The stage is set for American Funds' comeback
Improved performance and a rising tide is helping the fund giant reverse years of outflows. → Read More
Vanguard raked in almost every dollar that went into U.S. equity funds this year
If you bought a U.S. equity fund this year, there's about a 98% chance you invested in a fund managed by the Vanguard Group Inc. → Read More
OppenheimerFunds shakes up leadership team
CIO Steinmetz to replace Glavin as CEO in July. → Read More
S&P has bad news for this year's top-performing funds
S&P Indexes is playing the Grinch with its report that the odds of the top-performing funds repeating that success are low and only get worse over time. → Read More
Muni market beware: Puerto Rico running out of time
If the commonwealth defaults, it will cause a shock to the system. → Read More