High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
On the fifth anniversary of the current bull market, we look at large-cap funds that have outperformed and that have P/E ratios lower than the market average.
Small and mid-caps outperformed large, and growth was mostly better than value, but Morningstar's Shannon Zimmerman urges investors to stick with their game plans.
Although value funds have led the pack during this year's equity bull run, a handful of growth-oriented portfolios have held their own.
The broad stock runup in the first half of 2013 was a boon to ClearBridge Aggressive Growth, and comanager Evan Bauman says that the fund is well-positioned for the market going forward.
Plus, SEC addresses soft dollars, Gabelli settles, and more.
After a big bounce in 2009, Bill Miller's Capital Management Value Trust is behind again.
The top holders of the headline-making financials firms.
Fund managers say it pays to invest long term. So how often do they make trades in their funds?
Our study finds that investors outperformed the average fund, but not its index.