Large growth fared best, while funds with heavy energy stakes collapsed.
10 Questions with Daniel Peris, comanager of Federated Strategic Value Dividend SVAAX and author of The Strategic Dividend Investor (McGraw-Hill, 2011).
Despite their shortcomings, these Neutral-rated funds have seen net inflows in recent years.
Investors need to optimize total return with a good mix of dividend yield, growth, and quality, says Morningstar's Josh Peters.
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.
Some deep-value investors have significant stakes in these troubled firms.