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David Kathman

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  1. This Fund Takes a Buffett Approach to Stock Investing

    Silver-rated BBH Core Select's penchant for blue chips at bargain prices has paid off over time, but it does tend to trail in bull markets.

  2. 3 Funds for a Fairly Valued Market

    These funds look good from a number of angles.

  3. This Gold-Rated Fund Gets REITs Right

    T. Rowe Price Real Estate's long-term focus can lead to underwhelming results in frothy markets but has paid off over time.

  4. Top Holdings of Four All-Weather Ultimate Stock-Pickers

    While more than one third of these top fund managers are outperforming this year, four of them stand out from the rest given their ability to outperform the market over almost all time periods.

  5. 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.

  6. 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.

  7. 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 .

  8. Vanguard Again Slows Inflows at Capital Opportunity

    Gold-rated Vanguard Capital Opportunity is closing to new investors, apart from those enrolled in Vanguard Flagship Services or Vanguard Asset Management Services. Separately, MFS and Vanguard roll out low-vol funds, and American Century Appoints 2 Co-CIOs.

  9. Don't Let a Subpar 2013 Sour You on These Superior Funds

    Even Gold- and Silver-rated funds can have an off year.

  10. Longleaf Global Launches for U.S. Investors

    Virtus closes its emerging-markets opportunities fund to new investors, Franklin closes its remaining insured muni funds to new investors, and a high-ranking executive leaves Vanguard.

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