The style box is a simple representation of a complicated reality.
The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
We employ actively managed mutual funds and a stock-heavy portfolio mix.
The Oakmark manager on what attracted him to financials, plus the benefits of bringing a private-equity perspective to public-equity investing.
Investors have been putting money back into bond funds as interest rates have unexpectedly dropped this year.
A look at how some of our favorite funds measure up using Morningstar's price/fair value ratio.
A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.