Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.
Retirement of a longtime manager leads to a downgrade to Neutral from Silver for this fund.
Outflows add to the challenges facing active stock fund managers.
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.
The Focused Credit fund prompts Parent rating downgrade, but other issues are apparent.
Large growth fared best, while funds with heavy energy stakes collapsed.
This ETF's approach may be simple, but its low fee gives it a durable edge.
Buy stock-pickers, avoid sector rotators: large-cap growth edition.