Despite an upcoming management change, we are maintaining our Bronze rating on this value-oriented dividend fund.
These managers came out ahead in a year of ups and downs.
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.
A simple blended index can protect you better.
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.
Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.