Our guest this week is John Rekenthaler. Rekenthaler is a director in Morningstar Research Services and a feature contributor to our platforms, including Morningstar.com. A lucid thinker and brilliant writer, his popular "Rekenthaler Report" column has become a must read among investors, financial advisors, fund industry participants, and beyond.Rekenthaler began his career at Morningstar in 1988 and has worn a number of hats, including leadership roles in our research and investment management divisions. Among other achievements, Rekenthaler has been a key player in developing some of Morningstar's best-known tools, including the Morningstar Rating for funds and the Morningstar Style Box. He holds a bachelor's degree in English from the University of Pennsylvania and a master's degree in business administration from the University of Chicago Graduate School of Business.BackgroundThe Rekenthaler ReportMorningstar Rating for funds methodologyMorningstar Style Box methodologyInvestor Behavior Morningstar's Mind the Gap study Rekenthaler Report: "Mutual Funds: Where Fun Came to Die"Rekenthaler Report: "3 Reasons Index Investors Deserve Perdition (or Not)"Rekenthaler Report: "Up-Front Investment Fees Are (Almost) No More"IncentivesRekenthaler Report: "Give Performance Fees a Chance"How John InvestsRekenthaler Report: "What's in My Portfolio?"Most and Least Popular ColumnsRekenthaler Report: "Enough with Revenue Sharing!"Rekenthaler Report: "About that Rigging Claim"Flash Boys: A Wall Street Revolt, by Michael Lewis, March 2014.Compelling Academic ResearchRekenthaler Report: "Predicting Mutual Fund Returns With the Ownership Lens""Judging Fund Managers by the Company They Keep," by Randolph Cohen, Joshua Coval, and Lubos Pastor; NBER Working Paper No. 9359, December 2002.The State of RetirementRekenthaler Report: "The Retirement Crisis That Isn't?"Teresa Ghilarducci"A Perplexing Tale About 401(k)s," by Scott Cooley; Morningstar.com, Nov. 26, 2015.Rekenthaler Report: "The British Show How to Improve 401(k)s"Best and Worst InnovationsRekenthaler Report: "Why ETFs Succeeded for Retail Investors"Rekenthaler Report: "Tactical-Allocation Funds: Even Worse Than Expected"Jack BogleRekenthaler Report: "Jack Bogle Strikes Back!"Rekenthaler Report: "Jack Bogle's (Somewhat) Accidental Legacy"Corporate Governance"Anticompetitive Effects of Common Ownership," by Jose Azar, Martin Schmalz, and Isabel Tecu; Journal of Finance, May 2018.Rekenthaler Report: "Are Index Funds Too Soft on CEOs?"Rekenthaler Report: "The Latest Salvo Against Indexing"Rekenthaler Report: "The Doctrine of Shareholder Value Has Indeed Helped Shareholders"Albert J. "Chainsaw Al" Dunlap  bioWhat John ReadsBerkshire Hathaway shareholder lettersJoe Mansueto bioReflections on InvestingRekenthaler Report: "My Investment Howler" Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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