It already settled with one firm in a recent sweep examining sub-transfer-agency fees, but there may be others.
Comparing active and passive approaches to dividend investing.
Four candidates stood out from their growth counterparts.
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 .
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.
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.
The Gold-rated T. Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.
Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.
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.
As the market has soared, so have tax-cost ratios at many equity funds.