This J.P. Morgan fund takes a different approach to asset allocation than its plain-vanilla counterparts.
A manager change and organizational stress at GMO have led us to downgrade GMO Benchmark-Free Allocation from Silver to Bronze.
We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds.
A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt.
Pickings are slim, so consider building your own.
Plus, Fairholme ups its AIG stake, and more
Several Medalist funds are holding large cash stakes, giving U.S. stocks a wide berth.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Although some prominent foreign-stock funds have closed, solid choices remain available for investors looking to globalize their portfolios, says Morningstar's Russ Kinnel.