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.
American Funds American Mutual and American Funds Washington Mutual both have competitive fees and veteran managers but differ in their ability to hold cash and bonds.
Silver-rated Akre Focus is a decisive and differentiated choice in a crowded category.
These funds may offer some downside protection at a time when stock and bond yields are low and valuations full.
The manager at Bronze-rated Poplar Forest Partners takes a contrarian approach to large-company stocks.
Alec Lucas gives an update on the firm's asset growth, robo-advice business, and our ratings of its funds.
In a moderate-growth environment, the best way for companies to generate growth is through innovation, says Amy Zhang of Alger Small Cap Focus.
Silver-rated American Funds Capital Income Builder delivers an above-average and rising income stream without neglecting total return.
Amy Zhang of Bronze-rated Alger Small Cap Focus likes Veeva Systems and Proofpoint.
Asset size makes it difficult for this Bronze-rated fund to buy REITs at the lower end of the market-cap spectrum.
Vanguard Wellesley Income's strong leadership, effective process, and low fees support the fund's Gold rating.
At Bronze-rated Hartford Dividend and Growth, longtime manager Edward Bousa invests mainly in mega-cap dividend-payers but leaves room for opportunistic growth picks.
Gold-rated American Funds Fundamental Investors has taken advantage of its broad-ranging mandate to deliver a strong record.
Franklin's Parent rating drops to Neutral.
This Gold-rated fund may be a bit old-fashioned, but its discipline helps it hold up when markets are at their worst.
SEC guidance allows brokers to set commissions for selling shares cleansed of distribution charges and enables investors to better compare costs.
Capital Group finally moved its entire lineup to NTF platforms, but Morningstar's Alec Lucas says the firm remains committed to working with financial advisors.
Morningstar's Alec Lucas explores notable events for Vanguard this year, from momentum for passive products, bond fund launches, and a subadvisor change at Mid Cap Growth.
Bronze-rated Alger Small Cap Focus' discipline to identify and hold superior businesses for the long haul give the fund a good shot at outperformance.
Capital Group’s Tim Armour explains the load shop's recent move onto Schwab's and Fidelity's no-transaction fee platforms.
More investors now have access to this strong active shop.
F1 shares are now available at Fidelity and Schwab without a commission.
Two funds sold and two funds bought developing-world stocks during the region's bear market.
Led by a former Morningstar Fund Manager of the Year, Bronze-rated Hartford Equity Income is a good choice for investors.
Gold-rated Vanguard Wellesley Income's management, proven strategy, and rock-bottom fees inspire confidence for the long term.
Sound and varied approaches from three experienced managers with new funds who are worth watching.
We've seen a promising start for this veteran manager at her new charge, says Morningstar's Alec Lucas.
Gold-rated Vanguard Dividend Growth and Silver-rated Vanguard Equity-Income are solid funds that ply distinct dividend strategies.
Silver-rated American Funds American Balanced's diversity of investment styles has helped the fund perform well in a variety of market conditions.
These Medalist allocation funds either beat or nearly matched the S&P 500 while experiencing much less volatility.
Gold-rated Vanguard Wellesley, a defensive-minded allocation fund, is a proven option for investors who want to preserve and grow their capital.
A multimanager system focused on finding companies poised to benefit from changing global trade patterns has led to consistent outperformance for Morningstar's International-Stock Fund Manager of the Year.
Named for defensive-minded British Gen. Arthur Wellesley, the 2015 Morningstar Allocation Fund Manager of the Year emphasizes high-quality investments and keeps its allocations in a tight range.
Four candidates stood out from their growth counterparts.
Investing in a blend of stocks and bonds from across the globe, silver-rated American Funds Global Balanced offers resilient returns in a variety of market conditions.
Market volatility upends performance rankings.
New roles coming in October.
A diverse and functional family of funds.