The firm's quantitative fund expansion seems consistent with its identity for reasonably priced, low-turnover investment strategies.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
The fund firm has seen both long-planned and surprise manager departures recently and is likely to see more change in the years ahead, says Morningstar's Russ Kinnel.
Performance has been all over the map in 2015.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
Firm announces succession plan and other management changes.
While hardly low-risk, these multisector- and non-traditional-bond funds have held up well in recent stress tests.
Departures of investment staff are worth watching, though.
Manager hit the road? Answering these nine questions can help you determine next steps.
Morningstar's Russ Kinnel shares his favorite funds for dividend growth and dividend yield.