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Greg Carlson

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  1. 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.

  2. Are Emerging Markets a Buy?

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

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

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

  4. A Downturn-Tested Foreign-Stock Fund

    Despite recent manager turnover and an off year in 2014, we still have confidence in this conservatively run Bronze-rated foreign large-blend fund.

  5. These High-Quality Equity Funds Work Better in a Tax-Sheltered Account

    As the market has soared, so have tax-cost ratios at many equity funds.

  6. A Concentrated Global Fund With All-Star Management

    With Bill Nygren and David Herro at the helm, Silver-rated Oakmark Global Select has bested more than 90% of its peers on both a total return and risk-adjusted basis.

  7. 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 .

  8. Giroux: Utilities Trump Staples in Defensive Stocks

    The Gold-rated T. Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.

  9. A Global-Stock Fund That Inspires Confidence

    Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.

  10. Strong Value Funds With Dry Powder

    If the market stumbles, these funds are well positioned to go shopping.

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