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Greg Carlson

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  1. Growth With High Quality

    The managers of Mar Vista Strategic Growth talk as much about capital preservation as they do about making money.

  2. 5 More Under-the-Radar and Up-and-Coming Funds

    Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.

  3. Nominees for 2015 Domestic-Stock Fund Manager of the Year

    Four candidates stood out from their growth counterparts.

  4. Dividend Investing: Man vs. Machine

    Comparing active and passive approaches to dividend investing.

  5. 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 .

  6. 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.

  7. 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.

  8. Big Funds, Big Price Tags

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

  9. 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.

  10. A Short List of Funds That Invest With Conviction

    Topnotch Medalist funds with concentrated portfolios and low turnover.

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