It should be no surprise that Bronze-rated BlackRock Equity Dividend has lagged amid the market's rally.
RiverPark/Wedgewood's highly concentrated portfolio may sometimes be out of step with the market, but overall the fund has provided investors with a good risk/reward proposition.
Strong fundamentals--including low fees, an experienced management team, and a proven bottom-up approach--are still intact at American Funds New Perspective.
Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.
Assessing growth as a component of value is a guiding principle that can lead to opportunities in different areas of the market, says Davis Selected Advisers manager Chris Davis.
These medalists have produced peer-beating performance while keeping downside volatility in check.
Key management moves have ultimately proved positive for these large-growth funds.
They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.
Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.
Seeing few opportunities that meet their risk-reward criteria, the team at FPA Crescent--winner of Morningstar's 2013 Allocation Fund Manager of the Year award--is sticking to its discipline and letting cash build, says manager Steve Romick.