'Tis the season to review your stock/bond mix, check your portfolio's risk level, and see how you did.
By making good use of their flexible approaches, these funds demonstrate that active management can work.
Allocation funds offer a break from trendy industry offerings. Our screen looks at these one-stop options for stock and bond exposures.
Laudus' large-cap growth fund rehires its former manager Lawrence Kemp, Artisan Value team founder and portfolio manager Scott Satterwhite gives his three years' notice, David Herro closes Oakmark International to new investors, and more.
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.
Tweedy, Browne manager John Spears touches on his team's process in finding yield opportunities, and also his appreciation for Wells Fargo.
A handful of diversified equity funds are positioned to benefit from companies in two sectors that are trading at discounts.
A handful of analyst-recommended moderate-allocation funds have proved their mettle in good times and bad.
Plus, MFS Global Total Return adds 2 comanagers, Wasatch lures a large-cap value manager from ING, Calamos launches a dividend fund and a mid-growth fund, and American Century announces 2 promotions.
Past returns can be useful in assessing the effectiveness of a fund manager or strategy, but they must be put in context, according to Morningstar experts.