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Greg Carlson

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  1. Vanguard Explorer Adds Arrowpoint as Eighth Subadvisor

    Arrowpoint, run by ex-Janus managers Chad Meade and Brian Schaub, will begin managing a 4% sleeve of Vanguard Explorer.

  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. 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.

  4. Roth: Ante Has Been Raised Across the Market

    Investors need to be disciplined and selective in the search for underappreciated growth opportunities, says John Roth, a manager on three Fidelity Morningstar Medalist funds.

  5. Small Fund Firms, Strong Stewards

    They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.

  6. December/January 2014 Picks

    Five offerings deemed to be right for right now.

  7. October/November 2013 Picks

    Five offerings deemed to be right for right now.

  8. Outperforming in Up and Down Markets

    Morningstar's 2013 International-Stock Fund Managers of the Year Dan O'Keefe and David Samra explain what powered their funds' peer-beating returns in both 2008 and 2013.

  9. Fairholme Offers to Acquire Parts of Fannie, Freddie

    The return of David Iben, plus new short-duration bond funds from Fidelity, Edward Jones' first-ever mutual fund, a new global industrials fund from T. Rowe Price, and more.

  10. A Fourth-Quarter Portfolio Checkup in 7 Simple Steps

    'Tis the season to review your stock/bond mix, check your portfolio's risk level, and see how you did.

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