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Greg Carlson

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

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

  2. 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.

  3. 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.

  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. 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.

  6. 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.

  7. 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.

  8. Strong Value Funds With Dry Powder

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

  9. 4 Small Funds That Are Worth a Look

    We hunt down medalist funds with the ability to be nimble.

  10. Keep This Award-Winning Fund on Your Watchlist

    Although currently closed to new investors, the managers of this 5-star, Gold-rated international fund have shown their willingness to reopen it after market dips.

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