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David Kathman

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  1. Primecap Odyssey Growth: Stellar Record, Low Fees

    This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.

  2. Nominees for 2016 Domestic-Stock Fund Manager of the Year

    Five candidates stand out from their counterparts.

  3. Getting Religion With Faith-Based Mutual Funds

    There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman .

  4. Nominees for 2015 Domestic-Stock Fund Manager of the Year

    Four candidates stood out from their growth counterparts.

  5. A Patient Approach to Aggressive Growth

    Although performance can be lumpy, Silver-rated ClearBridge Aggressive Growth has delivered great returns by holding on to fast-growing, quality businesses for the long haul.

  6. These Gold-Rated Funds Are Truly Active

    Shining the light on medalist funds that have little in common with their benchmarks.

  7. Think Twice Before Throwing Low-Risk Stock-Fund Laggards Overboard

    Investors often underestimate the virtues of risk control at the worst possible times.

  8. These Growth Funds Aren't Laggards

    Although value funds have led the pack during this year's equity bull run, a handful of growth-oriented portfolios have held their own.

  9. This Gold Fund Is Cheap and Open for Business

    Investors looking for large-cap exposure and a portfolio with topnotch management should consider this excellent fund.

  10. Investors Loving Income in Large-Cap Funds

    Equity funds with an emphasis on utilities, REITs, or dividends have been among peer leaders so far in 2014, but good stock-picking is becoming more important in terms of overall fund performance.

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