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Josh Charlson

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  1. Match Game

    Pairs-trade strategies can be tricky, but this American Century fund has provided a smooth ride.

  2. Is Your Target-Date Fund a Medalist?

    New Analyst Ratings for target-date funds now focus on a series' process, but there's more than one route to a top rating, says Morningstar's Josh Charlson .

  3. Is a Target-Date Fund Right for You?

    Target-date funds can be well-suited to investors who lack the time or desire for more hands-on portfolio management, but they still need to so some homework first, says Morningstar senior fund analyst Josh Charlson .

  4. Target-Date Funds: Fact Versus Fiction

    Morningstar senior fund analyst Josh Charlson sets the record straight on common target-date misconceptions.

  5. Announcing Morningstar’s 2015 Fund Managers of the Year

    Check out the winners, and discover what makes them stand out.

  6. Recognizing Red Flags in Your Target-Date Fund

    Morningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.

  7. The Newest Managed-Futures Medalist

    While Bronze-rated Natixis ASG Managed Futures' recent performance has been stellar--and low fees are a plus--investors should take note of its high volatility.

  8. Fine Tuning Fixed-Income Exposure With Alternative Bond ETFs

    ProShares' Simeon Hyman sees new alternative ETF products as a way to manage interest-rate risk while still maintaining exposure to credit risk.

  9. The Importance of Total Return

    As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.

  10. Why Yield-Seekers Should Eye Foreign Dividend Stocks

    JP Morgan's Ann Lester says the relative advantage of high-yield assets is waning and that non-U.S. dividend-paying stocks can offer broader diversification and better total return.

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