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David Falkof

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  1. Target-Date Funds Add Stamps to Their Passports

    Morningstar research shows increased allocations to foreign markets in target-date funds.

  2. The Advantages of Buying Local

    Proximity to well-managed growth-oriented companies allow Morningstar 2012 Domestic-Stock Fund Managers of the Year Bill Frels and Mark Henneman to get the complete picture of their stock ideas.

  3. Mairs & Power Getting Growth From Abroad

    As stateside growth remains sluggish, Bill Frels and Mark Henneman--Morningstar's 2012 Domestic-Stock Fund Managers of the Year--note that some of their top long-term holdings are going beyond boundaries.

  4. New T. Rowe Target-Date Series Aims for Less Volatility

    T. Rowe's new target-date strategy differs from its flagship product by providing a lower equity allocation at retirement time and creating more predictability of returns, says manager Jerome Clark.

  5. Loomis Sayles Boosts Its Ranks

    Mark Madden leaves TCW, Oppenheimer adds comanagers, and JPMorgan's Glen Gawronski takes a leave of absence.

  6. BlackRock Equity CIO Chris Leavy Takes Medical Leave

    Paul Davis departs Charles Schwab Investment Management, a manager change at Ariel, and a foreign currency manager at JP Morgan exits.

  7. Target-Date Funds Add Stamps to Their Passports

    Morningstar research shows increased allocations to foreign markets in target-date funds.

  8. Artio Global Investment Shuttering U.S.-Equity Funds

    Western makes manager changes, Loomis Sayles to rename a fund, and star Vanguard health-care manager to retire.

  9. Columbia Merges Away More Poor Funds

    Bart Geer takes over BlackRock Basic Value, Marsico Capital restructures its debt, and more.

  10. Reverse Alchemy

    How one fund turned its Morningstar Analyst Rating from Gold to Neutral and other recent ratings changes.

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