Top managers continue to exercise a lot of patience as they look for buying opportunities in a U.S. equity market that has risen close to 40% since the start of 2013.
Readers share their biggest pet peeves when it comes to financial-industry speak.
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 ...
Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.
Deregulation spells opportunity for low-cost power provider Allegheny Energy.
Oakmark International manager David Herro's closure of the fund is a preemptive move to taper asset flows and put shareholders first, says Morningstar's Shannon Zimmerman.
Oakmark manager Clyde McGregor says with interest rates remaining low for much longer than he had anticipated, the reasons for previously closing one of his funds no longer made sense.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
The fund's plain-vanilla focus on company fundamentals allows it to uncover value in any kind of stock and has contributed to its long-term outperformance, says Morningstar's Shannon Zimmerman.