Which funds in the family show signs of strain due to assets.
These three highly rated, undiscovered funds--two small-cap and one large--are some of Morningstar's favorites.
Rabobank finally settles on a buyer for most of Robeco, Fidelity to close Fidelity Small Cap Value, Matthews Asia to launch 2 new funds, and Victory Capital gains independence.
Strategy changes, poor stewardship, and asset bloat are among the many possible red flags that shareholders of actively managed funds should recognize to know whether to sell or stay invested.
As part of Aberdeen's acquisition of Artio, some international fund managers to depart. Also, a management change on a T. Rowe Price health-care fund, Columbia hires Putnam's former asset-allocation head, and ClearBridge and Legg Mason Capital Management funds to merge.
Stewardship offers insights into whether fund managers are committed to their investment discipline or likely to waver from it.
Turner Investment Partners' David Kovacs on the complications of asset bloat and Turner's asset capacity estimates for different types of funds.
For every Contrafund, there's a Magellan out there.
Virginia's CollegeAmerica, the nation's largest 529 savings plan, remains one of the best.
What appear to be good qualities in a mutual fund manager often can be detrimental to shareholders.