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David Kathman

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  1. These Gold-Rated Funds Are Truly Active

    Headlines

    Tue, 21 Apr 2015

    been at the top of their games recently. This offering's returns have been so good, in fact, that senior analyst David Kathman notes that it was the best-performing mid-growth fund from its November 2004 inception through the end of December

  2. Think Twice Before Throwing Low-Risk Stock-Fund Laggards Overboard

    Headlines

    Wed, 11 Mar 2015

    key market sector--because it can't invest in companies that earn or distribute interest; but senior analyst David Kathman considers the fund appropriate for Muslim and non-Muslim investors alike. The fund's strong investor returns indicate

  3. Nominees for 2014 Domestic-Stock Fund Manager of the Year

    Headlines

    Mon, 5 Jan 2015

    during his tenure. As a result, the fund has been an easy one for investors to own, with good investor returns. Morningstar analysts Gretchen Rupp, Jeff Holt, Laura Lallos, David Kathman , and Katie Reichart contributed to this column.

  4. Ultimate Stock-Pickers: Top Holdings of Top-Performing Managers

    Headlines

    Tue, 16 Dec 2014

    description of the process that Morningstar fund analyst David Kathman has highlighted, noting that the managers of Vanguard ..... Despite these constraints, Morningstar fund analyst David Kathman notes that the Amana Growth fund has put together an

  5. 15 Investments You Could Buy (at the Right Price) and Hold Forever

    Headlines

    Wed, 12 Nov 2014

    stocks when they're temporarily beaten down; technology and health-care stocks have long been mainstays. Analyst David Kathman notes that this is the least aggressive of the three Primecap Odyssey funds, and it could reasonably be used as a

  6. 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
  7. 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

  8. 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
  9. 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
  10. 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

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