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David Kathman

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  1. 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.

  2. 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.

  3. 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.

  4. 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 .

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

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

  6. 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.

  7. Vanguard Primecap Manager Milias to Step Down

    Laudus' large-cap growth fund rehires its former manager Lawrence Kemp, Artisan Value team founder and portfolio manager Scott Satterwhite gives his three years' notice, David Herro closes Oakmark International to new investors, and more.

  8. Danoff Gains Comanager on Fidelity Advisor New Insights

    Dick Dahlberg set to retire from Columbia Dividend Income, Aston/Fairpointe Mid Cap to undergo a "soft close," and Lord Abbett Small Cap Value announces that it will reopen with new managers.

  9. Wide-Moat Funds That Fly Under the Radar

    These quality funds with smaller asset bases have portfolios built around solid companies.

  10. 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.

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