Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.
Cost-conscious investors can use ETFs to implement themes similar to those of smart, well-respected active mutual fund managers.
Although some prominent foreign-stock funds have closed, solid choices remain available for investors looking to globalize their portfolios, says Morningstar's Russ Kinnel.
Donna Skeels Cygan sees a connection between financial health and well-being.
The following is an excerpt from Morningstar's Premium Analyst Report for Oakmark International OAKIX , a foreign large-blend fund that receives a Gold Morningstar Analyst Rating. Morningstar.com Premium Members can click here to see the full Analyst Report. Not a Premium Member? Take a free ...
Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.
With Bill Nygren and David Herro at the helm, Silver-rated Oakmark Global Select has bested more than 90% of its peers on both a total return and risk-adjusted basis.