It was a great year for Primecap and a bad one for Fairholme.
Gold-rated American Funds New Economy's freedom to invest in mid-cap and foreign stocks has been an asset for fundholders over the long term.
Retirement beckons, and this couple has some decisions to make.
They're not exactly treating it like Google.
Standing out in a good year for stocks.
Tracking the web of the family's interlocking managers can be a complicated task.
Funds from Vanguard, Fidelity, and Third Avenue go under the microscope.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
As the family's assets balloon, advisors should be on the lookout for fund overlap.
Fun facts on fund launches, returns, manager ownership, and more.