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Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings, global manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2014, Kephart spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.

Kephart holds a bachelor’s degree in English from Florida State University. Follow Jason on Twitter: @JasonKephart

Latest

The Direct-Indexing Landscape in 3 Charts

A snapshot of the quickly evolving direct-index world.

Apr 6, 2023

Has Vanguard’s Target-Date Fund Series Lost Its Edge?

Two Morningstar analysts discuss the outlook for the largest target-date fund series.

Mar 29, 2023

Vanguard Target Retirement Series

Setting the standard.

Mar 1, 2023

American Funds Target Date Retirement Series

A top choice for retirement savers.

Mar 1, 2023

Expanding Our Model Portfolio Coverage With Quantitative Ratings

The Morningstar Quantitative Rating knows U.S. model portfolios all too well.

Jan 18, 2023

Can the 60/40 Portfolio Bounce Back in 2023?

Performance probably can’t get much worse than it was in 2022.

Jan 10, 2023

How Much Can Tax-Managed Model Portfolios Save on Taxes?

A case study using Vanguard's tax-efficient model portfolios.

Aug 3, 2022

The Best Model Portfolios

How have our picks performed, and did the ratings matter?

Jun 28, 2022

Morningstar's Allocation Categories Get an Upgrade

We're incorporating the Morningstar Portfolio Risk Score to categorize funds better.

May 26, 2022

Vanguard Target-Date Retirement Series

The original low-cost choice is still a cut above most peers.

Mar 14, 2022

3 New Ways to Search for Model Portfolios

How Morningstar Analyst Ratings, star ratings, and Portfolio Risk Scores can help find the right model portfolio for you.

Feb 25, 2022

Lessons From Vanguard Target-Date’s Capital Gains Surprise

Target-date funds are best kept where most of them are: in a tax-deferred account.

Jan 28, 2022

How Did the 60/40 Portfolio Do in 2021?

Dec 23, 2021

How Did the 60/40 Portfolio Do in 2021?

Dec 23, 2021

Don't Know About CITs? You Probably Should

Nov 10, 2021

Don't Know About CITs? You Probably Should

Nov 10, 2021

Strange Bedfellows in Model Portfolios

Oct 22, 2021

Strange Bedfellows in Model Portfolios

Oct 22, 2021

Farewell, Mutual Funds in 401(k)s?

Behind the accelerating shift from mutual funds to CITs on 401(k) plans.

Oct 22, 2021

Vanguard Cuts Target-Date Fund Fees as Fidelity Continues to Gain Momentum

Investors win again as two target-date behemoths continue to go toe-to-toe over which one is cheaper.

Oct 4, 2021

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