The Rekenthaler Report Is Back...

Let's do the time warp again...

John Rekenthaler 29 May, 2013 | 1:12PM
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This column is about sharing experiences. I've been a fund researcher at Morningstar for 25 years. Much of my time has been spent attending investment conferences, meeting with portfolio managers, reviewing investment publications, talking with reporters, and swapping notes with consultants, advisers, professors and fund company executives. That's a good background for putting today's investment stories into perspective.

Which is what this column will do--put today's investment stories into perspective. It will comment on the latest headlines, trends, and opinion. A recent fund launch might be like a launch that occurred in 1994, and again in 2001, and again in 2005. What happened to that fund's predecessors? An article dings retirement plans for being costly. How costly are they? Were they once cheaper? What should we expect going forward? A new academic paper is circulating. How relevant are its findings for investors? Did the professor miss something?

You might disagree with my take. You might be right. The purpose of this column is not to overwhelm you with my quarter-century of wisdom. It is instead to offer context and to lead to conversations. Many years back, in the mid- and late 1990s, I wrote a version of this column on Morningstar.com. It was for a time the most widely visited section of the site and attracted terrific comments from thoughtful readers. I don't expect the former to reoccur, but I'd be delighted if collectively we achieve the latter.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

John Rekenthaler

John Rekenthaler  John Rekenthaler is vice president of research for Morningstar.

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