Retirement of a longtime manager leads to a downgrade to Neutral from Silver for this fund.
A handful of quality small - cap funds have shone brighter than their peers when the market has tumbled.
Some advisers are getting in on the rally, but others are staying diversified.
Though these small - cap funds' three-year records aren't terribly inspiring, the offerings' outperformance is a reflection of long-term strength.
And they do so without more risk, relative to international large-cap funds.
Wasatch Core Growth has been upgraded to a Morningstar Analyst Rating of Gold.
These strong funds score well on Morningstar’s new Sustainability Rating.
The firm continues to earn advisors' confidence, and strong inflows in 2015 keep it among the 10 largest U.S. fund companies.
These funds have lost less in downturns than the S&P 500.
An impending retirement doesn't mean a change in course as this firm continues to build out.