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Katie Rushkewicz

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  1. 9 Core Funds That Beat the Market

    These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.

  2. Danoff Gains Comanager on Fidelity Advisor New Insights

    Dick Dahlberg set to retire from Columbia Dividend Income, Aston/Fairpointe Mid Cap to undergo a "soft close," and Lord Abbett Small Cap Value announces that it will reopen with new managers.

  3. Top Funds in Unloved Categories

    Investors have been pulling money out of the large- and mid-growth categories, which may mean it's a good time to consider these quality funds.

  4. RiverNorth to Reopen DoubleLine-Subadvised Fund

    Morgan Stanley to close a Silver-rated global stock fund to new investors and T. Rowe Price bans some 1,300 employees of American Airlines from trading T. Rowe funds in the airline's employee-sponsored retirement plan.

  5. Hartford Capital Appreciation Adds Comanagers

    Federated to make changes to its equity fund lineup, and Eaton Vance Atlanta Capital SMID-Cap to close to new investors.

  6. Fidelity Lowers Minimums and Fees on Index Funds

    Blackstone drafts an alternative open-end fund, and eight former Regions Morgan Keegan mutual fund directors are charged by the SEC for failing to comply with federal securities law.

  7. Investing in Future, Oakmark Select Adds 2 Comanagers

    DWS announced that it is dropping the name of subadvisor Dreman from three mutual funds, while Vanguard removed Hansberger from a team of subadvisors running Vanguard International Value.

  8. Aberdeen to Buy Artio Global Investors

    As part of Aberdeen's acquisition of Artio, some international fund managers to depart. Also, a management change on a T. Rowe Price health-care fund, Columbia hires Putnam's former asset-allocation head, and ClearBridge and Legg Mason Capital Management funds to merge.

  9. Fidelity to Create New Sector Fund Board, Advisor

    Rabobank finally settles on a buyer for most of Robeco, Fidelity to close Fidelity Small Cap Value, Matthews Asia to launch 2 new funds, and Victory Capital gains independence.

  10. How Tax-Efficient Is Your Mutual Fund?

    A few basic metrics can guide you.

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