Jason Kephart

Director, multi-asset ratings at Morningstar Research Services. Opinions are my own. Important disclosure information

[Roberto Rojas @rblue215]

Great article from my favorite 60/40 truther @JasonKephart, who throws cold water on the doomerisms that have bubbled back up in recent weeks. Spoiler alert: the 60/40 is doing just fine, thank you https://t.co/xwgFQhBc71

[Russ Kinnel @RussKinnel]

Look Back in Anger: Twenty years since the scandal that rocked the fund industry. https://t.co/ZISknqHEwq

https://t.co/onZGO9obIl

[Morningstar, Inc. @MorningstarInc]

Target-date strategies weren’t immune to market losses in 2022.

Despite the rough markets, retirement savers used these vehicles as they are intended: as long-term investments. We showcase our top-rated series. https://t.co/Xhz5HVj73D

[David Carey @DavidCareyMStar]

Great article by my colleague Megan Pacholok highlighting some notable female portfolio managers on International Women's Day. https://t.co/ptEwgkRfOt

[Jason Kephart @JasonKephart]

Morningstar's updated 529 plan ratings are out! https://t.co/AMmB9YFaK4

[Ryan Jackson @TheETFObserver]

U.S. market returns on days following Taylor Swift album releases #BuckleUp

[Jason Kephart @JasonKephart]

@MstarBenJohnson @TheETFObserver I wish!

[Morningstar, Inc. @MorningstarInc]

New 401(k) lawsuits that focus primarily on past returns versus a hand-picked group of peers could set a dangerous precedent for retirement plan sponsors, writes Morningstar analyst Megan Pacholok. https://t.co/vBnuGKHuP4

[Jason Kephart @JasonKephart]

Here's Morningstar Manager Research's take on the new set of 401k lawsuits targeting past performance https://t.co/sWj1u9pCQg

[Jason Kephart @JasonKephart]

Public Pensions vote for ESG resolutions more than the average ESG fund according to new research from my colleague @jyangrohr https://t.co/IhW0pqVNqS

[Roberto Rojas @rblue215]

1:
Allocation—15% to 30% Equity
Allocation—30% to 50% Equity
Allocation—50% to 70% Equity
Allocation—70% to 85% Equity
Allocation—85%+ Equity
2:
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive
3:
Preservation
Cautious
Moderate
Growth
Adventurous

[Jason Kephart @JasonKephart]

@lizrhoffman Congrats!!!

[Roberto Rojas @rblue215]

$AAPL taking a 1.5% hit to revenue from Russia isn't necessarily unique within the S&P 500 companies. In fact, $IVV has more revenue exposure to Russia than $EEM

[Jason Kephart @JasonKephart]

Full story on 2021 TD mutual fund flows can be found here https://t.co/JPtXh76sIV

[Jason Kephart @JasonKephart]

Do mutual funds have a future in 401ks? In 2021, 99.9% of net inflows into Vanguard's target-date series went to its CITs, not its mutual funds

[Jason Kephart @JasonKephart]

@Section8Chicago @ChicagoFire @HeinekenPub97 When’s the Malort 5K coming back?

[Jason Kephart @JasonKephart]

Is your mutual fund a slug or a slugger? Morningstar Investigates https://t.co/ZnHafBYOX6

[Jason Kephart @JasonKephart]

@CarolynMcC @Darla_Mercado @CNBC The best!

[Jason Kephart @JasonKephart]

@christine_benz @syouth1 A "to" approach doesn't necessarily mean worse outcomes for investors that stick around. Someone that planned to retire in 2015 and stay invested in their TDF could have done well with some popular series that have "to" glidepaths.

[Jason Kephart @JasonKephart]

@brunz99 @wealth_mgmt @InsideETFs @wealthstackconf Congrats!