We're lowering our Analyst Rating to Bronze for Tweedy, Browne Global Value, due to relatively high expenses and some management uncertainty on the horizon.
The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.
As quality stocks have become expensive, this Silver-rated fund has leaned toward value.
A group of top managers remains cautious and commits more capital to traditional defensive sectors, while taking advantage of a rising (and potentially overvalued) market to book some gains.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
A few against-the-grain ideas that should pay off in the new year.
This year's quintet has distinguished itself in tough conditions.
Plus, MFS' new not-for-sale sign, Tweedy looks for value abroad, and more.
Two young global funds we like; two pending global funds with a lot of promise.
Funds that held up better than their peers in 2008 soon may not compare as favorably, as five-year returns move forward.