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David Falkof

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  1. 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.

  2. Target-Date Funds Add Stamps to Their Passports

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

  3. Target-Date Funds Add Stamps to Their Passports

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

  4. 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.

  5. T. Rowe Expands Target-Date Business With New Series

    In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.

  6. 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.

  7. 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.

  8. 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.

  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. Loomis Sayles Boosts Its Ranks

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

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