The ongoing rally in the equity markets continues to limit the buying and selling activity of our top managers.
To make the cut at FMI Large Cap , a stock must go through an intensive examination.
While a majority of our top fund managers are outperforming this year, five of them truly stand out from the rest given their ability to outperform the market over all time periods.
Our managers are still finding attractive opportunities in a more richly valued market.
Interest in Apple is heating up as the price falls, but how deep is the conviction?
Using the active share metric, we examine the degree to which these funds' portfolios differ from the benchmark.
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
Investors remained focused on moats and income in April, while plummeting gold prices raised interest in gold-focused ETFs.
Management changes at Fidelity funds, a new CIO at D.E. Shaw, TIAA-CREF rolls out a new international fund, a Gold-rated FMI fund to close, and more.