Despite their rosy returns during the recent rally, these bull-market stars posted big losses in 2008.
A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
Concerns about Chinese growth, Russia, and global liquidity have driven the prices of several quality stocks to appropriate buying levels, says Oppenheimer manager Justin Leverenz.
Short-sighted panic-selling has offered good opportunities to buy Ukraine's dollar-denominated government bonds, which are backed by solid fundamentals, says Templeton Global Bond manager Michael Hasenstab.
When stocks have dropped, these funds tend to outperform their peers.
A past Morningstar Manager of the Year oversees this portfolio, which has fewer holdings than some of its peers but asymmetric sector weightings.
These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.
T. Rowe Price seeks permission to create actively managed ETFs that are not transparent, a corporate-bond manager leaves PIMCO, and new managers are named to Oppenheimer Moderate and Ivy Global Natural Resources.
The Gold-rated Matthews fund will undergo a change to protect the integrity of its investment process. Also, Goldman Sachs Asset Management's Rob Cignarella exits, Dreyfus rolls out a floating-rate fund, RiverPark launches a "strategic income" fund, Nomura to exit the U.S. fund business, and ...
Despite their shortcomings, these Neutral-rated funds have seen net inflows in recent years.