The managers of Mar Vista Strategic Growth talk as much about capital preservation as they do about making money.
Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Four candidates stood out from their growth counterparts.
Comparing active and passive approaches to dividend investing.
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 .
It already settled with one firm in a recent sweep examining sub-transfer-agency fees, but there may be others.
The firm's municipal-bond funds are solid, but we make some trade-offs on the equity side in the name of tax efficiency.
Their managers may be skilled, but these funds haven't shared economies of scale with investors.
Silver-rated First Eagle Fund of America has driven strong returns by rooting out companies with unrecognized potential.
Topnotch Medalist funds with concentrated portfolios and low turnover.