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.
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.
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.