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Research & Insights

  1. The Sad Tale of Concentrated Value Funds

    They need index fund competitors.

  2. We Downgraded T. Rowe Price Small-Cap Stock to Neutral

    Retirement of a longtime manager leads to a downgrade to Neutral from Silver for this fund. 

  3. A Low-Volatility ETF for Emerging Markets

    A more tempered ride, in both downturns and in upturns.

  4. The Third Wave of Indexing

    Targeted index funds are coming.

  5. Why Europe’s Market Turmoil Isn’t the Biggest Concern for Global Investors

    Morningstar Italy’s Valerio Baselli interviewed Taillardat in February. His answers have been edited for length and clarity.

  6. A New Home

    In a bid to broaden its lineup, Alger is betting that new manager Amy Zhang can replicate her past success running a focused fund.

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