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Greg Carlson

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  1. SEC Calling Attention to Hidden Costs

    It already settled with one firm in a recent sweep examining sub-transfer-agency fees, but there may be others.

  2. Wide-Ranging Success for T. Rowe Price Capital Appreciation

    The strategy of this moderate allocation fund plays to T. Rowe's expertise across a broad range of asset classes, says Morningstar analyst Greg Carlson .

  3. Tax-Efficient 'Bucket' Portfolios for T. Rowe Price Investors

    The firm's municipal-bond funds are solid, but we make some trade-offs on the equity side in the name of tax efficiency.

  4. Big Funds, Big Price Tags

    Their managers may be skilled, but these funds haven't shared economies of scale with investors.

  5. This Mid-Blend Fund Seeks Diamonds in the Rough

    Silver-rated First Eagle Fund of America has driven strong returns by rooting out companies with unrecognized potential.

  6. A Short List of Funds That Invest With Conviction

    Topnotch Medalist funds with concentrated portfolios and low turnover.

  7. Investors Have Fared Well With These Funds

    Investors flocked to these funds in the wake of the bear market and have made good money ever since.

  8. A Small-Growth Quant Fund With a Smoother Ride

    By emphasizing cash flow and earnings quality over momentum measures, Silver-rated T. Rowe Price Diversified Small Cap Growth has turned in consistent, peer-beating performance.

  9. What Top Fund Managers Are Saying About Energy

    Many of our favorite value-leaning funds have been investing in the sector for a long while.

  10. Are Emerging Markets a Buy?

    Several--but certainly not all--of Morningstar's top-rated managers are overweighting emerging-markets stocks.

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