High-beta funds as well as funds with a small-company bent have been on a tear in 2013, which means right now could be a good time to adjust your allocations elsewhere.
Most equity categories have recorded year-to-date inflows amid tempered investor interest in bonds, and several active fund shops are benefiting.
Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.
Fund investors should think beyond volatility measures alone when sizing up the risk in their portfolios, says Morningstar's Shannon Zimmerman.
A look at the hits and misses in Fidelity's lineup.
Was a horrific 2008 boringly predictable or a preview of coming disasters?
How economically sensitive is your portfolio?
A good year for leverage has been a great year for this fund.
Plus, T. Rowe launches fund, Fidelity manager changes, and more.
Disastrously impatient shareholders have earned less than one fourth of this fund's stellar 10-year gain.