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.
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.
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.
It should be no surprise that Bronze-rated BlackRock Equity Dividend has lagged amid the market's rally.
Several Medalist funds are holding large cash stakes, giving U.S. stocks a wide berth.
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.