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Dan Lefkovitz

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  1. Downgrading PIMCO Total Return to Bronze

    We remain positive on the fund overall after the departure of Bill Gross, but some resulting outflow and management uncertainties bring our rating down.

  2. Caution Warranted on PIMCO Stewardship

    Even without Gross PIMCO  remains a leading global fixed-income manager with broad, deep resources, but investors should be aware of several key risks.

  3. Downgrading PIMCO Total Return to Bronze

    We remain positive on the fund overall after the departure of Bill Gross, but some resulting outflow and management uncertainties bring our rating down.

  4. Caution Warranted on PIMCO Stewardship

    Even without Gross PIMCO remains a leading global fixed-income manager with broad, deep resources, but investors should be aware of several key risks.

  5. How Have My Fidelity Calls Fared?

    My track record picking funds and forecasting markets.

  6. One Fund's Watchdogs Have Lost Their Bite

    A cautionary tale about the shareholders of Atlas Global Growth.

  7. March's Mutual Fund Red Flags

    A second look at struggling managers.

  8. January's Mutual Fund Red Flags

    Some U.S. funds have an appetite for foreign fare.

  9. Fund Times: Royce Reopens Small-Cap Funds

    Plus, changes at Fidelity, Pax World, Osterweis, and more.

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