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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. 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.

  4. 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.

  5. 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.

  6. 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.

  7. December/January 2014 Picks

    Five offerings deemed to be right for right now.

  8. October/November 2013 Picks

    Five offerings deemed to be right for right now.

  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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