Baron Small Cap favors steady growers that can be held for a long time--a strategy that has helped the fund regularly outperform its benchmark as well as its peers.
This young fund comes from a company that is an old Morningstar favorite.
A stretch of bad performance and outflows could offer an attractive chance to get into these top-rated funds.
High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
This socially responsible portfolio has delivered 5-star performance with below-average expenses and is one of the lowest-risk names in its category.
When a firm's culture and investment strategy hinge on its founder, what happens when that founder is no longer around?
Long security-holding periods and high retention of in-house personnel have contributed to this Gold-rated fund's category-leading performance.
Comanagers Charles Pohl and Diana Strandberg are discovering growth advantages for certain players in the semiconductor and mobile data spaces, particularly in emerging markets.
Growth and geopolitical concerns have mining and energy names looking attractive, while it's a good time to trim back on health care, says Heartland manager Brad Evans.
The firm is sorting through its lineup as its business--and culture--evolve.
Our price/fair value ratio might suggest otherwise.
Recent changes at Dodge & Cox serve to underscore continuity of management at the firm.
Rising small-cap Internet stocks have swelled the average valuations of small-cap growth portfolios.
This unique allocation fund has exploited its ability to invest across the capital structure well.
This young fund has more going for it than a 5-star rating.
Strong management and a sound strategy don't always win a medal.
Dodge & Cox managers Diana Strandberg and Charles Pohl explain how the firm's long-term, bottom-up process led to tech, health care, and financials names over the last decade.
A look at how some of our favorite funds measure up using Morningstar's price/fair value ratio.
As investors pile into U.S. dividend-oriented stock funds, it might be time to look farther afield.
Two exemplary stewards of shareholder capital.
Sometimes even bad parents can produce worthwhile offspring.
Some fund managers will outsource to take advantage of opportunities elsewhere.
As investors pile into U.S. dividend-oriented stock funds, it may be time to look farther afield.
Better credit metrics, low valuations, improved capital and liquidity, and consolidation in the industry should yield better profitability for banks, says Dodge & Cox manager Charles Pohl.
Nokia's valuation today reflects extreme skepticism that the company will successfully transition to a new operating system using the Windows platform, says Dodge & Cox manager Diana Strandberg.