Dan Culloton
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These Funds Are Counting on Undervalued Sectors
… Australian energy company InterOil IOC, which makes up 11% of the portfolio. Management takes what Morningstar analyst Dan Culloton calls a flexible value approach, seeking out stocks that look cheap relative to their intrinsic values and have good …
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When Our Analyst Ratings Diverge From Fund Performance… Analyst Rating; we would just rely on the Morningstar Rating for funds. But in this case, the analyst who covers it, Dan Culloton , my colleague, thinks that the forward-looking prospects for the fund are quite strong, and it's hard to argue …
Rating for funds. But in this case, the analyst who covers it, Dan Culloton , my colleague, thinks that the forward-looking prospects for the fund are quite strong, and it's hard to argue with him. It's a -
Sandwich Generation Couple Plots Transition to Retirement
… VWELX; though it's a great fund, it also harbors some interest-rate sensitivity in its bond position, as analyst Dan Culloton discussed in his recent Analyst Report . The decision about whether to fund further education for their children beyond …
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No Shortage of Investment Challenges Today… traditional vehicles. So the way we'll address that at the conference is from a multiangle perspective. My colleague, Dan Culloton , will lead a panel on whether or not there's been a bubble for dividend-paying stocks. That type of stock has …
address that at the conference is from a multiangle perspective. My colleague, Dan Culloton , will lead a panel on whether or not there's been a bubble for dividend-paying stocks. That type of stock has enjoyed a -
Unearthing the Roots of Fund Performance
… way to gauge a fund manager's effectiveness, it's just one of the tools Morningstar's fund analysts use, says Dan Culloton , associate director of fund analysis for Morningstar. "It's just another part of the mosaic we try to piece together …
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Not All Manager Changes Are Equal
… with peers and slightly lagged the index's 7.5% return. Kemp's arrival is encouraging, but Morningstar analyst Dan Culloton kept Capital Appreciation's People pillar score and overall rating at Neutral because Kemp wasn't exactly a one …
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Ratings Changes for Funds From Fidelity, T. Rowe, and American
My colleague Dan Culloton highlighted some ratings changes last week and I thought I'd keep the ball rolling with some more ratings changes and a couple …
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Three Things to Watch Following Vanguard's Index Swap… Joining me to share his insights into the switch is Dan Culloton . He is associate director of fund analysis for Morningstar. Dan, thank you so much for being here. Dan Culloton : Thanks for having me. Benz: So, Dan, 22 funds …
index funds. Joining me to share his insights into the switch is Dan Culloton . He is associate director of fund analysis for Morningstar. Dan, thank you so much for being here. Dan Culloton : Thanks for having me. Benz: So, Dan, 22 funds here; let's discuss the biggest funds that are going to be affected by -
Where Active Has Beaten Passive This Year… or what's going on there? Zimmerman: Well, a couple of interesting things out of that. One of my colleagues, Dan Culloton , earlier in the year wrote a piece about what was driving the outperformance in the large-cap blend space, I believe …
a couple of interesting things out of that. One of my colleagues, Dan Culloton , earlier in the year wrote a piece about what was driving the outperformance in the large-cap blend space, I believe. In that -
Vanguard's Leaders and Laggards… discuss this and other recent developments at Vanguard is Dan Culloton . He is associate director of fund analysis at Morningstar. Dan, thank you so much for being here. Dan Culloton : Pleasure to be here, Christine. Benz : So Dan …
Joining me to discuss this and other recent developments at Vanguard is Dan Culloton . He is associate director of fund analysis at Morningstar. Dan, thank you so much for being here. Dan Culloton : Pleasure to be here, Christine. Benz : So Dan, this is big news, Sauter retiring. Let's talk about who is going