The departure of a long-tenured manager can leave big shoes to fill.
Extreme inflows or outflows can influence your fund's ability to survive and outperform.
Sticking to their quality and valuation knitting held these funds back in the 2013 rally, but also makes them worth hanging on to.
These funds feature hefty portfolios that deliver on performance.
Royce has gotten bigger without giving up its autonomy.
Veteran managers Chuck Royce and Irene Hoover discuss how they find small companies on the upswing.
Survivors from the 1970s are still applying prudent approaches.
Plus: American Century fills a gap, T. Rowe's latest venture, and more.
Big issues we'll learn about at the Morningstar Investment Conference.