By way of disclosure, you should know that most of us on the stocks team at Morningstar are hopeless addicts. We're addicted to stock investing. I, too, am a stock junkie, and I'm hopeful there will be no cure. Stock addicts get particular thrills from listening to professional stock-pickers when ...
Our readers weigh in on which shareholder letters or market commentary they regularly read.
Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.
Most equity-focused CEFs posted truly spectacular total returns in 2012, but there were a few exceptions.
Some equity funds' heavy allocations to pricier areas of the market could spell trouble for shareholders.
Artisan to close Artisan Small Cap to new investors, Putnam fixed-income manager Daniel Choquette departs, and Praxis adds comanagers to its allocation and index funds. Also, Mario Gabelli makes a very large gift to his alma mater.
Our new rating system gets right to the heart of the matter: evaluating whether management teams are good stewards of shareholder capital.
These three funds have received top marks.
CEF investors can benefit from the broader topics broached at our annual event.