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World Allocation

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  1. A Rating Downgrade for a Global Equity Fund

    Given this world - allocation fund's hands-on strategy, a recent management change is cause for concern.

  2. Where Our Favorite World -Allocation Managers Are Investing

    A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt.

  3. Readers' Favorite 'Easy-to-Own' Investments

    The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.

  4. How Morningstar Categorizes Funds

    What it does and does not do.

  5. How Morningstar Categorizes Funds

    What it does and does not do.

  6. Risk Parity's Year to Forget

    Does a rough 2013 foretell future turbulence for risk-parity strategies?

  7. The Quest for Good No-Load World -Allocation Funds

    Pickings are slim, so consider building your own.

  8. World -Allocation Fund Category Heating Up

    Plus, Fairholme ups its AIG stake, and more

  9. The Strengths of World -Allocation Funds Are Clear

    And there are a few compelling options in this category.

  10. American Century to Merge Vista Fund Into Heritage Fund

    T. Rowe Price seeks permission to create actively managed ETFs that are not transparent, a corporate-bond manager leaves PIMCO, and new managers are named to Oppenheimer Moderate and Ivy Global Natural Resources.

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