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David Kathman

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  1. 3 Funds for a Fairly Valued Market

    These funds look good from a number of angles.

  2. 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.

  3. 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.

  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. 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 .

  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. 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. Columbia Merges Away More Poor Funds

    Bart Geer takes over BlackRock Basic Value, Marsico Capital restructures its debt, and more.

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