American bears are thriving while small-cap funds get bludgeoned.
Plus, employees buy Montag & Caldwell from BNP Paribas.
Boston Company's David Daglio says the Dreyfus Opportunistic Midcap and Smal Cap funds see content producers winning, while a negative payor mix shift will keep health care under pressure.
There's been troubling performance at these three funds.
Plus, PIMCO's new fund, Morgan Stanley's mortgage-bond team shakeup, and more.