UPDATE: Portfolio tune-up for 2014
Readers share what they got right during the past five years--and what they would do differently.
Although major indexes remain elevated, these funds could be good places to put money to work in the present market environment.
On May 1, two new Morningstar international fund categories appeared on the scene: foreign small/mid-blend and India equity.
The new category's roster contains many intriguing options.
Oakmark's investing-centric corporate culture is solid, but lower fees would be welcome.
Tailoring a portfolio to a client's risk/reward profile is a matter of capturing how funds perform in up and down markets.