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How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

Author Janice Kirkel March 22, 2017 at 8:15 PM
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Kunal Kapoor: Research and ratings of active funds is likely to continue to play a role in fund selection in the future.

Joe Anthony

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Joe Mansueto

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Chip Roame

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Stephen Janachowski

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Todd Rosenbluth



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June 24, 2024 at 11:48 PM

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Gregory FCA Communications
Marketing & Public Relations, Blog/Social Networking Tool
Top Executive: Joe Anthony

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto



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