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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. Dividend Investing: Man vs. Machine

    Comparing active and passive approaches to dividend investing.

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

    Four candidates stood out from their growth counterparts.

  4. 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 .

  5. The Bear Doesn't Scare This Foreign Fund

    Morgan Stanley Institutional International Equity may not be a big winner during rallies, but this conservative foreign-stock fund has more than made up ground in down markets.

  6. This Dependable Foreign Fund May Close to New Investors Soon

    Inflows have picked up lately along with performance at tried-and-true Artisan International, but we think it remains a good pick for the long haul.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

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