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.
Their managers may be skilled, but these funds haven't shared economies of scale with investors.
Recent sales underscore the perils of timing interest-rate changes--and the virtue of patience.
Topnotch Medalist funds with concentrated portfolios and low turnover.
Many of our favorite value-leaning funds have been investing in the sector for a long while.
International funds outpaced domestic, small-cap bested large-cap, and growth beat value.
These offerings combine low tax-cost ratios and strong performance in the same package.
Strong fundamentals--including low fees, an experienced management team, and a proven bottom-up approach--are still intact at American Funds New Perspective.
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.
It should be no surprise that Bronze-rated BlackRock Equity Dividend has lagged amid the market's rally.