Dan Culloton
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These Topnotch Funds Are Banking on Buffett
… look for undervalued high-quality stocks with competitive advantages that perform well even in economic downturns. Dan Culloton , Morningstar associate director of fund analysis, gives the fund a Gold Analyst Rating on the strength of its experienced …
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Watch Your Weightings When Investing in Index Funds
… first index fund, introduced by Vanguard in 1976 (an occasion marked by this anniversary piece by Morningstar's Dan Culloton last August), tracks the S&P 500, and today that index is by far the most popular one used, accounting for about …
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Will Size Become an Issue at Vanguard?… size as well as other developments at the company is Dan Culloton ; he is associate director of fund analysis with Morningstar. Dan, thank you so much for being here. Dan Culloton : It's a pleasure to be here, Christine. Benz …
firm's growing size as well as other developments at the company is Dan Culloton ; he is associate director of fund analysis with Morningstar. Dan, thank you so much for being here. Dan Culloton : It's a pleasure to be here, Christine. Benz : Dan, you just completed a Stewardship Grade for Vanguard. You gave the -
Good Funds, but Better In an IRA
… moat names such as ExxonMobil XOM, Pfizer PFE, and Johnson & Johnson JNJ are among its top holdings. Morningstar's Dan Culloton likes the fund's high-quality bent and low fees. Performance data as of March 26.
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These Bull-Market Laggards Are Worth a Look
… strategy that has helped the fund outperform in bear markets but can cause it to lag during rallies. Morningstar analyst Dan Culloton likes the seasoned management team and their willingness to run a portfolio that looks quite a bit different than their …
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Diving for Worthy IRA Picks
… prolonged period of rising interest rates could mean for this and other income-rich vehicles, a topic Morningstar analyst Dan Culloton explored in his recent analysis of the fund . See More Articles by Christine Benz 30-Minute Money Solutions Need help …
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These Big Funds Had Happy Shareholders in 2011
… companies, this offering benefited from having an even larger average market cap than the S&P 500. Morningstar's Dan Culloton also endorses the fund's sober strategy and proven management teams: Wellington Management runs 60% of the portfolio …
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Our Large-Value Ratings From Top to Bottom
… VWNDX People section written by Dan Culloton This fund has two subadvisors ..... VWNFX Process section written by Dan Culloton Veteran manager Jim Barrow's ..... DODGX Summary section written by Dan Culloton The fund can still revert to its …
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These Top Funds Are Beating a Tough Benchmark This Year
… Automatic Data Processing ADP and International Business Machines IBM contributing outsized gains. Morningstar analyst Dan Culloton thinks the fund looks good on a going-forward basis, too: It has a seasoned manager in Donald Kilbride of Wellington …
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These Funds Are Better Than They Look
… has also turned in a subpar record during managers Chris Davis' and Ken Feinberg's tenure. Yet Morningstar analyst Dan Culloton argues that Clipper is well worth sticking with, as a result of its low costs, seasoned management team, and the …