Fears of rising rates have driven large flows to the category, but investors must take care to not eliminate the 'insurance' that core fixed-income funds offer.
Portfolio sprawl, portfolio neglect, life events, and the transition to retirement are big signals that investors should get under the hood of their portfolios.
The current low-inflation, low-interest-rate environment could foster another two-plus years of double-digit total returns for investors, says Silver-rated Osterweis Fund manager Matt Berler.
Merger activity sizzles in the food business, Apple experiments with Beats, and Pfizer stays disciplined.
Red Hat's core Linux business remains strong, but increasing cloud adoption could provide upside.
Expenses and structural differences contribute to a performance gap; tax benefits often close the shortfall.
GAP's focus on organic growth takes advantage of its wide moat.
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