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Dan Culloton

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  1. First-Quarter Leaders and Laggards: Equity Funds

    International funds outpaced domestic, small-cap bested large-cap, and growth beat value.

  2. Top U.S. Equity Funds for Your Taxable Account

    These offerings combine low tax-cost ratios and strong performance in the same package.

  3. Where Are Top Go-Anywhere Managers Going?

    Several Medalist funds are holding large cash stakes, giving U.S. stocks a wide berth.

  4. A Concentrated Fund With Surprising Downside Protection

    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.

  5. A Dividend Fund With a Defensive Disposition

    It should be no surprise that Bronze-rated BlackRock Equity Dividend has lagged amid the market's rally.

  6. Vanguard's Leaders and Laggards

    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.

  7. Davis: Value or Growth? We Want Both

    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.

  8. This World Stock Fund Should Pull Out of Its Slump

    Strong fundamentals--including low fees, an experienced management team, and a proven bottom-up approach--are still intact at American Funds New Perspective.

  9. Manager Changes Boost These Funds' Ratings

    Key management moves have ultimately proved positive for these large-growth funds.

  10. 3 Lower-Risk, Higher-Return Stock Funds

    These medalists have produced peer-beating performance while keeping downside volatility in check.

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