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Greg Carlson

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  1. A Short List of Funds That Invest With Conviction

    Topnotch Medalist funds with concentrated portfolios and low turnover.

  2. Investors Have Fared Well With These Funds

    Investors flocked to these funds in the wake of the bear market and have made good money ever since.

  3. A Small-Growth Quant Fund With a Smoother Ride

    By emphasizing cash flow and earnings quality over momentum measures, Silver-rated T. Rowe Price Diversified Small Cap Growth has turned in consistent, peer-beating performance.

  4. What Top Fund Managers Are Saying About Energy

    Many of our favorite value-leaning funds have been investing in the sector for a long while.

  5. Are Emerging Markets a Buy?

    Several--but certainly not all--of Morningstar's top-rated managers are overweighting emerging-markets stocks.

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

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

  7. 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.

  8. 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 .

  9. 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.

  10. 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.

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