Cost-conscious investors can use ETFs to implement themes similar to those of smart, well-respected active mutual fund managers.
Investors have been putting money back into bond funds as interest rates have unexpectedly dropped this year.
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 ...
Unless a fragile market triggers outflows, the Oakmark International fund is likely to remain closed to retain its flexibility and concentrated portfolio, says manager David Herro.
Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.
Although currently closed to new investors, the managers of this 5-star, Gold-rated international fund have shown their willingness to reopen it after market dips.
The answer, so far, is yes; cultural constants preserve the firm's uncompromising ethos.