10 Questions with Daniel Peris, comanager of Federated Strategic Value Dividend SVAAX and author of The Strategic Dividend Investor (McGraw-Hill, 2011).
Large growth fared best, while funds with heavy energy stakes collapsed.
Investors need to optimize total return with a good mix of dividend yield, growth, and quality, says Morningstar's Josh Peters.
Despite their shortcomings, these Neutral-rated funds have seen net inflows in recent years.
Some managers performed well despite shunning the market's hottest sectors.
What Morningstar’s fund analysts are hearing about foreign dividend-oriented stock funds.
Large drugmakers are out of favor, but some good funds are banking on a rebound.
Oakmark reopens fund, Sentinel managers head to competitor, Lord Abbett makes manager changes and more.
In today's conditions, high-payout stocks have the ability to offer something cash, money markets, and bonds can't: real return.
As investors pile into U.S. dividend-oriented stock funds, it may be time to look farther afield.