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Greg Carlson

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  1. These Allocation Funds Have Earned Their Keep

    Is a plain-vanilla 60/40 index fund that hard to beat? Apparently so.

  2. 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.

  3. 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.

  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. 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.

  6. 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.

  7. 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.

  8. 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.

  9. December/January 2014 Picks

    Five offerings deemed to be right for right now.

  10. October/November 2013 Picks

    Five offerings deemed to be right for right now.

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