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David Falkof

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  1. A Raft of Portfolio Manager Changes at Janus

    Also, Vanguard rolls out an emerging-markets bond fund, major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and Invesco to rework its quant funds.

  2. Reverse Alchemy

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

  3. Fidelity and BlackRock Broaden ETF Partnership

    Fidelity has more than doubled the number of commission-free iShares ETFs available through Fidelity's brokerage platform. Also, Joe Balestrino to leave Federated, a host of manager changes at Winslow Capital, Prudential cuts ties with Marsico, and fund closings at Touchstone and Prudential.

  4. Ratings Changes for Funds From Artisan, GoodHaven, JP Morgan, and BlackRock

    Our assessment of management and management changes fueled two upgrades and two downgrades recently.

  5. Ratings Changes for Funds From Artisan, GoodHaven, JP Morgan, and BlackRock

    Our assessment of management and management changes fueled two upgrades and two downgrades recently.

  6. Loomis Sayles Boosts Its Ranks

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

  7. 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.

  8. 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.

  9. Key Factors for 529 Plans

    Vanguard's Michael Corr identifies three considerations when examining 529 options, how investors should think about risk, and his firm's approach to these college-savings plans.

  10. Oppenheimer Settles SEC Charges for $35 Million

    Plus, Hennessy buys FBR, Miller takes another step toward retirement, and more. 

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