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David Kathman

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  1. This Fund Takes a Buffett Approach to Stock Investing

    Video Reports

    Wed, 8 Oct 2014

    David Kathman : This week's Medalist is [TICKER:BBTRX] BBH Core Select (BBTRX). It's a large-blend core stock fund that's run

    David Kathman found at 0:00

    David Kathman : This week's Medalist is [TICKER:BBTRX] BBH Core Select (BBTRX). It's a large-blend core stock fund that's run by a team at Brown Brothers
  2. 3 Funds for a Fairly Valued Market

    Headlines

    Wed, 17 Sep 2014

    cheapest major industry currently. While many of its holdings also take up big positions in the S&P 500 Index, analyst David Kathman notes that the fund's active share--a measure of how different a portfolio is from its market benchmark--demonstrates

  3. This Gold-Rated Fund Gets REITs Right

    Video Reports

    Tue, 2 Sep 2014

    David Kathman : This week's [Morningstar] Medalist is [TICKER:TRREX] T. Rowe Price Real Estate (TRREX). It's one of only two Gold

    David Kathman found at 0:00

    David Kathman : This week's [Morningstar] Medalist is [TICKER:TRREX] T. Rowe Price Real Estate (TRREX). It's one of only two Gold-rated funds in the real estate
  4. Investors Loving Income in Large-Cap Funds

    Video Reports

    Thu, 3 Jul 2014

    David Kathman : Large-cap domestic-equity funds aren't quite as sexy as some popular areas like alternatives, but they're still at the

    David Kathman found at 0:03

    David Kathman : Large-cap domestic-equity funds aren't quite as sexy as some popular areas like alternatives, but they're still at the core of most people's
  5. Top Holdings of Four All-Weather Ultimate Stock-Pickers

    Headlines

    Tue, 17 Jun 2014

    1.08 Low 218,479 3 ( - ) Stock Price and Morningstar Rating data as of 06-12-14. Morningstar fund analyst David Kathman recently noted that after four years of lackluster performance relative to its peers, Vanguard PRIMECAP finally broke

  6. This Gold Fund Is Cheap and Open for Business

    Video Reports

    Tue, 13 May 2014

    David Kathman : The fund I'm talking about is [TICKER:POGRX] Primecap Odyssey Growth. This is one of six funds that is run by the Primecap

    David Kathman found at 0:00

    David Kathman : The fund I'm talking about is [TICKER:POGRX] Primecap Odyssey Growth. This is one of six funds that is run by the Primecap management
  7. Don't Let a Subpar 2013 Sour You on These Superior Funds

    Headlines

    Wed, 25 Dec 2013

    reason to believe the fund will continue to be a top competitor in the category," writes Morningstar fund analyst David Kathman . American Funds American Mutual AMRMX 2013: 26.4% Category: Large Value % Rank in Category: 81 The management

  8. Wide-Moat Funds That Fly Under the Radar

    Headlines

    Wed, 18 Sep 2013

    companies that may be more vulnerable should economic or sector-specific headwinds arise. Morningstar fund analyst David Kathman discussed how funds with wide moat ratings tend to outperform in bear markets in this article . Of course, funds with

  9. Top 10 Holdings of Our Best Performing Ultimate Stock-Pickers

    Headlines

    Tue, 18 Jun 2013

    Services. Top 10 Stock Holdings at Vanguard PRIMECAP (as of March 31, 2013) According to Morningstar fund analyst David Kathman , Vanguard PRIMECAP's patient strategy is finally paying off again, and in a big way (with the fund up 19% year

  10. These Growth Funds Aren't Laggards

    Video Reports

    Mon, 13 May 2013

    s not a small fund by any stretch of the imagination. But our analyst who covers it for the fund research group, David Kathman , says it's one of the best growth funds out there, and I tend to agree. David has given the fund a Gold Analyst

    David Kathman found at 3:10

    imagination. But our analyst who covers it for the fund research group, David Kathman , says it's one of the best growth funds out there, and I tend to agree. David has given the fund a Gold
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