These strong funds score well on Morningstar’s new Sustainability Rating.
Morningstar's Sustainability Rating confirms that funds seeking to invest in sustainable companies have been finding them.
Our Ultimate Stock-Pickers Index continues to beat the market even as relatively few of our top managers are outperforming the S&P 500.
Funds for the cautious investor.
Top managers continue to find opportunities for new-money purchases (albeit fewer than in past periods), while taking full advantage of a rising stock market to book some gains.
These top managers continue to focus on higher-quality dividend-paying stocks in a market that has become more volatile of late.
Top managers were finding new places to put money to work and adding to existing high-conviction ideas in the first quarter.
Top managers continue to find opportunities for some new-money purchases, while taking full advantage of a rising stock market to book gains in shares trading above their fair value estimates.
Top managers continue to focus on higher-quality dividend-paying stocks in a fully valued market.
The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.