Katherine Lynch

Data Journalist @MorningstarInc. Competitive reader.

[Morningstar, Inc. @MorningstarInc]

Investors have favored bond funds over stock funds for many years, but as interest rates stay elevated, they are shifting where they put their money. https://t.co/6irvfExXJy

[Katherine Lynch @katherinelynchm]

More Investing Tools Won’t Solve All Your Problems https://t.co/25kR8igFhv

[Jeffrey Ptak @syouth1]

We took a look at bond funds and found that fee differences predict future relative performance. Cheaper funds outperformed costlier offerings and were also less volatile on average. This was even more true lately, amid the bond market sell-off. More here. https://t.co/I6yWlUspK8

[Carole Hodorowicz @cdhodorowicz]

In case you missed it, or you don't have a Morningstar account, here's a quick #FinancialLiteracy 101 lesson on why you should #diversify your portfolio.
https://t.co/SdAOjXyLqT

[Morningstar, Inc. @MorningstarInc]

#Vanguard Value Index $VIVAX was the only fund out of the 10 largest index funds—and 10 largest active funds—with negative returns for the quarter.

@katherinelynchm takes a closer look at Q1 through the lens of stock funds. https://t.co/oSUHqTDcCy

[Ryan Jackson @TheETFObserver]

Active ETFs continued to build momentum.

Led by the whopping $12.8 billion that investors poured into J.P. Morgan Equity Premium Income $JEPI, active ETFs pulled in $86 billion in 2022.

[David Carey @DavidCareyMStar]

My colleagues Jack Shannon and Katie Reichart wrote a tremendous report on the rise of private equity in mutual funds over the last 15 years. Between the 2007 and 2021, mutual fund assets in private equity increased to $23 billion from $110 million. $SPY #stock #PE

[Morningstar, Inc. @MorningstarInc]

For investors seeking higher yields and a long-term investment to ride out the latest stock market volatility, preferred stock funds are starting to look attractive.

Here's what to know about these securities that straddle the bond and stock markets: https://t.co/16Bns81Dw0

[Morningstar, Inc. @MorningstarInc]

Will the abysmal performance of 60/40 portfolios continue or will bonds return to providing helpful diversification against losses in the stock market?

If inflation stays high, it could spell continued trouble for 60/40 diversification. Here's why: https://t.co/VRiQwXUc9C

[Morningstar, Inc. @MorningstarInc]

Up until the final days of Q3, it looked as if a handful of the most widely held stocks might end the quarter with minimal losses, but a punishing last week sent most into negative territory.

Here's a closer look at how the largest stock funds performed: https://t.co/asIP2a2gff

[Lauren Solberg @lauren_solberg]

Growth stocks had another down quarter, but for the first time in a year they held up better than value stocks: https://t.co/bDQpHAcefd

[Lauren Solberg @lauren_solberg]

The Morningstar US Market Index has fallen for three consecutive quarters, AND bonds are having their worst year in modern history: https://t.co/FqQEitlkwS

[Morningstar, Inc. @MorningstarInc]

2022 is on track to become the worst year on record for bond funds, with funds focused on long-term bonds taking the hardest hits.

Here are 4 charts examining what's going on: https://t.co/8v9iayCubK

[Carole Hodorowicz @cdhodorowicz]

Just gonna leave this here… https://t.co/spwCqQhiox

[Katherine Lynch @katherinelynchm]

Public pension plans support ESG resolutions even more than the average ESG-focused fund in research from
@jyangrohr

[Morningstar, Inc. @MorningstarInc]

🎙️ Attention, podcast fans. We're back with an all-new version of Investing Insights.

Each week, we’ll be diving into the latest stock market headlines, insights from our analysts, stock picks, and personal finance tips.

Listen to the first episode here: https://t.co/6cXBZXovBB

[Morningstar, Inc. @MorningstarInc]

In a volatile year for stocks, managers of equity funds are increasingly sticking with cash. Has it helped?

We took a closer look: https://t.co/b6R1bWtgco

[Melissa Korn @melissakorn]

🚨NEW from @anfuller @laurenweberWSJ & me: Analysis of @usedgov data shows gender pay gap often appears soon after graduation, even for those from the same program(!) at the same school(!) 1/6 https://t.co/KKwV1tX3lb

[Ryan Jackson @TheETFObserver]

The Russell 1000 Value Index (and the ETFs that track it, like $IWD) added some former market darlings when it rebalanced last week.

@katherinelynchm dives into the details:

https://t.co/TmFNfVehvW

[Christine Benz @christine_benz]

Growth stocks' recent fall has been well documented, but I don't think we're talking enough about how style diversification has helped YTD.

Vanguard Growth Index: -20.98% (1/1/22-5/4/22)

Vanguard Value Index: -2.98% (1/1/22-5/4/22)