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Dan Culloton

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  1. A Short List of Funds That Invest With Conviction

    Headlines

    Wed, 13 May 2015

    returns are decent in absolute terms, they fall into the bottom third of the large-growth category. Senior analyst Dan Culloton is a believer in manager David Rolfe's sensible strategy, however. Rolfe seeks companies with defensible advantages

  2. What Top Fund Managers Are Saying About Energy

    Headlines

    Wed, 15 Apr 2015

    Schlumberger SLB and National Oilwell Varco NOV have been in the portfolio for more than three years. Senior analyst Dan Culloton says big sector overweights and underweights are not uncommon here, as the fund maintains a benchmark-agnostic strategy

  3. First-Quarter Leaders and Laggards: Equity Funds

    Video Reports

    Thu, 26 Mar 2015

    Dan Culloton : Over the last quarter, we've seen international funds do better than domestic funds, small-cap funds do better than large

    Dan Culloton found at 0:00

    Dan Culloton : Over the last quarter, we've seen international funds do better than domestic funds, small-cap funds do better than large-cap funds, and growth
  4. Top U.S. Equity Funds for Your Taxable Account

    Headlines

    Wed, 25 Feb 2015

    jettison winners, however, resulting in a portfolio that often includes a strong mid-cap presence. Morningstar analyst Dan Culloton describes Wasatch's investing style as "building compact portfolios of stocks with defensible economic advantages

  5. Where Are Top Go-Anywhere Managers Going?

    Headlines

    Wed, 21 Jan 2015

    Global Allocation MDLOX, is also maintaining a fairly light position in U.S. equities, currently. Senior analyst Dan Culloton notes that the fund's benchmark includes a 36% weighting in the S&P 500 Index and a 24% position in the FTSE All

  6. A Dividend Fund With a Defensive Disposition

    Video Reports

    Tue, 2 Dec 2014

    Dan Culloton : The Morningstar Medalist of the Week is [TICKER:MDDVX] BlackRock Equity Dividend (MDDVX). It may look like there are a

    Dan Culloton found at 0:00

    Dan Culloton : The Morningstar Medalist of the Week is [TICKER:MDDVX] BlackRock Equity Dividend (MDDVX). It may look like there are a couple of warning flags
  7. A Concentrated Fund With Surprising Downside Protection

    Video Reports

    Tue, 21 Oct 2014

    Dan Culloton : The Fund Medalist of the Week is RiverPark/Wedgewood (RWGFX). It's a fund run by a group of subadvisors in St. Louis

    Dan Culloton found at 0:00

    Dan Culloton : The Fund Medalist of the Week is RiverPark/Wedgewood (RWGFX). It's a fund run by a group of subadvisors in St. Louis, Missouri.
  8. This World Stock Fund Should Pull Out of Its Slump

    Video Reports

    Tue, 5 Aug 2014

    Dan Culloton : The Morningstar Fund Medalist of the Week is [TICKER:ANWPX] American Funds New Perspective. This world stock fund has been

    Dan Culloton found at 0:00

    Dan Culloton : The Morningstar Fund Medalist of the Week is [TICKER:ANWPX] American Funds New Perspective. This world stock fund has been slumping this year. It's
  9. Davis: Value or Growth? We Want Both

    Video Reports

    Fri, 20 Jun 2014

    Dan Culloton : Hi, I'm Dan Culloton , associate director of manager research at Morningstar. I'm here at the Morningstar Investment Conference with Chris Davis, manager of the Davis New York Venture Fund and [TICKER:SLADX] Selected American

    Dan Culloton found at 0:00

    Dan Culloton : Hi, I'm Dan Culloton , associate director of manager research at Morningstar. I'm here at the Morningstar Investment Conference with Chris Davis, manager of the Davis New
  10. 3 Lower-Risk, Higher-Return Stock Funds

    Headlines

    Wed, 21 May 2014

    returns, strong management teams, defensible business models, and consistent earnings across economic cycles, says Dan Culloton , Morningstar's associate director of active funds research. They look for smaller companies growing by 15%-20

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