Vanguard Windsor II's recent manager changes could lead to a shift in investment style.
The problems of pricing private placements in open-end funds.
Newly rated Davis International has low fees and a talented stock-picker at the helm.
Dividend-seeking investors can find excellent, low-cost funds--both active and passive--at Vanguard.
Capital Group retains its Positive Parent rating, and investors in American Funds should rest assured that their assets are still in good hands.
The strategies--all open to new investors--differ in what they’re trying to do, and investors should understand before choosing.
These strategies come at a very cheap price, giving the firm's large-cap equity lineup considerable appeal.
Mark Denning's departure is a loss, and we're putting American Funds New Economy under review.
Vanguard Dividend Growth is a strategy built for scale.
A strong, results-oriented investing culture serves customers well.
Four great funds for small-cap exposure.
Think in terms of continuity rather than conflict.
Investors can now buy into one of the large-cap blend category's most reliable--and exceptional--funds.
Gold-rated Primecap Odyssey Stock is a compelling actively managed choice in the large-cap space.
One challenge largely met, the other not so much.
There's more to the world than domicile.
Putting recent results in context.
The firm's six funds all earn Gold fund analyst ratings.
This Gold-rated fund uses a multimanager system and has been resilient in downturns.
Risk preference may steer investors toward one fund or the other, but many should consider holding the both American Funds Europacific Growth and FMI International.
Primecap’s managers have been here before and have proven adept at taking advantage of such opportunities.
Laser focus has led to high performance for Gold-rated FMI Common Stock.
Some ideas for betting on another rebound.
We've upgraded our Morningstar Analyst Rating of American Funds Smallcap World to Silver.
A recent fee cut makes Gold-rated FMI Large Cap even more attractive.
Pricing pressure, customer service concerns, and slowing inflows were some of the key headlines for the fund family last year.
Alec Lucas discusses a reorganization at Capital Group and analyzes funds with good and not-so-good performance this year.
For investors with a stomach for volatility, this Bronze-rated large-growth fund is a promising option.
Gold-rated American Funds New Perspective is grounded in multinational blue chips but isn't lacking in aggressive picks like Tesla.
Navigating global trade for profit.
Gold-rated American Funds Washington Mutual has built a remarkable record by buying dividend payers with good growth prospects on the cheap.
This Gold-rated large-cap fund's multimanager approach has richly rewarded investors.
Since the 1950s, American Funds American Mutual has been buying dividend-paying industry leaders outside of the alcohol and tobacco industries.
The firm continues to see massive inflows, sometimes resulting in headaches for customers. Plus, leadership changes, fund launches, and performance at midyear.
Deciding between Primecap Odyssey Growth and Primecap Odyssey Stock--both Gold-rated--comes down to risk tolerance.
Any one of these funds would make a fine addition to a portfolio in need of exposure to value-oriented stocks.
Its reign is contested, though, from without and within.
Brad Vogt of Capital Group's American Funds says having a complementary group of managers and analysts at the helm leads to concentration and conviction balanced with diversification at the fund level.
Jeremy Grantham says divesting of oil and chemical companies may well help investors' portfolios.
From domicile to revenue.
We've lifted Hartford Equity Income's Morningstar Analyst Rating to Silver thanks to skipper Michael Reckmeyer's adept leadership.
Silver-rated FMI International is concentrated, capacity-conscious, and currency-hedged.
This longtime manager of massive funds needs to clarify its own capacity constraints.
FMI Large Cap and FMI Common Stock span the U.S. market-cap spectrum with concentrated bets.
The active manager's investment results, fixed-income improvements, and industry leadership stand out.
John Hancock Disciplined Value features stable management and consistent execution, but fees could be more competitive.
Gold-rated American Funds New Perspective tops its category by holding dominant global players and staying diversified.
Bronze-rated AMG River Road Dividend All Cap is a worthy option for conservative investors.
Alec Lucas takes a look at the firm's hits and misses last year, and what's to come in 2018.
We look at what's next for the fund giant and take a look at the leaders and laggards for 2017.