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Greg Carlson

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  1. 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.

  2. A Concentrated Global Fund With All-Star Management

    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.

  3. 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 .

  4. 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.

  5. Strong Value Funds With Dry Powder

    If the market stumbles, these funds are well positioned to go shopping.

  6. 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.

  7. Giroux: Utilities Trump Staples in Defensive Stocks

    The Gold-rated T. Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.

  8. 4 Small Funds That Are Worth a Look

    We hunt down medalist funds with the ability to be nimble.

  9. These Allocation Funds Have Earned Their Keep

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

  10. 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.

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