Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Jason Kephart
Displaying 186 results
INVESTING MUTUAL FUNDS OCT 28, 2013
DFA tops with advisers, but American Funds stirring

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.

INVESTING MUTUAL FUNDS OCT 23, 2013
What Bizarro Bogle's world might look like

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.

NEWS INDUSTRY NEWS OCT 16, 2013
iShares takes next step to woo retail investors, fend off Vanguard

INVESTING MUTUAL FUNDS OCT 13, 2013
Will bank loan funds bite financial advisers?

Stocks surge in relief rally
INVESTING EQUITIES OCT 11, 2013
Stocks surge in relief rally

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.

INVESTING MUTUAL FUNDS OCT 10, 2013
Bank loans may be a cautionary tale

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.

INVESTING MUTUAL FUNDS OCT 08, 2013
Morningstar's Phillips to step down in early 2014

Will remain at company, Haywood Kelly to become head of research.

NEWS INDUSTRY NEWS OCT 08, 2013
Invesco adds risk parity in balanced fund

NEWS INDUSTRY NEWS SEP 29, 2013
Large-cap investors sell themselves short - again

NEWS INDUSTRY NEWS SEP 24, 2013
Bad timing is sinking your nest egg

You may be your own worst enemy when it comes to beating the market