Despite stiff competition, target-risk strategies continue to be compelling.
Here are some highlights from September.
Several of the fund's experienced managers have retired. Here's what that means for fundholders.
Equities dominate, value rebounds, and a behemoth gets big inflows.
We examine target-date providers' menus of available underlying offerings.
Cash outflows and performance adjustments have pushed these funds' expense ratios up.
The past few years have taken a toll on these four funds, but they should shine bright once again.
A closer look at some tech-heavy U.S. equity funds.
Franklin Mutual Quest features an experienced team and low fees.
Long tenured managers and a solid process give us a lot of confidence in this Silver-rated large-growth fund.
Silver-rated Artisan Global Opportunities focuses on 40 or so financially healthy large-growth companies around the globe.
These Morningstar Medalists defy conventional wisdom of what qualifies as a value stock.
These four funds have failed to keep up with dropping fees.
Bronze-rated American Century Large Company Value features a highly proven team and investment process.
New Morningstar Prospects include a cautious large-cap stock strategy, a frontier-markets portfolio, and a bank-loan fund.
Is it time to reconsider active U.S. large-cap growth strategies?
These funds may reward investors with long time horizons and the wherewithal to hang in amid underperformance.
Artisan Global Discovery invests in small- and mid-caps, and we expect solid risk-adjusted returns over the long haul.
Silver-rated Loomis Sayles Growth's patient approach to growth investing and reasonable fees have generated fine risk-adjusted results.
A list of up-and-comers and a performance check.
Chautauqua International Growth can be volatile and the fees are above average, but the veteran manager has an excellent track record.
The fund is closing to most new third-party investors after taking in a net $9.7 billion in 2017.
The firm has made significant progress in its succession planning but has more work to do.
Bronze-rated Oakmark International Small Cap's results may be streaky, but its merits are significant for long-term investors.
A wide-ranging menu of strategies.
Gold-rated Oakmark Global's experienced team and proven valuation-focused approach give us confidence.
Western Asset Corporate Bond takes on significant credit risk, but it has performed relatively well during markets that do and don't favor that approach.
Two passive options, an alternatives fund, and a new offering from a proven team are among the highlights.
These medalists can add diversification and potentially boost returns.
Bronze-rated Artisan Global Equity invests in rapid growers alongside more steady growth stocks.
The early returns are meager.
A star manager now on his own, a multifaceted alts fund, and a bold global growth vehicle are among the highlights.
Long-tenured managers and a successful valuation-sensitive strategy make Tributary Small Company a promising fund.
Their recent woes don’t raise concerns.
Silver-rated Jensen Quality Growth is losing one of its skippers, but the fund has maintained its disciplined approach--and outperformance--through other departures.
Some alternatives, traditional equity, and fixed-income ideas from our Morningstar Prospects list.
Fund manager of the year winner David Herro of Oakmark on the biggest threats to the economy, how Glencore drove performance in 2016, and the outlook for European banks.
This mid-cap growth fund has turned in excellent risk-adjusted returns, but fees are above average.
This Gold-rated fund's overweights in the energy and financials sectors have come roaring back this year.
Some alternative and traditional equity ideas.
This still-open Silver-rated fund benefits from an experienced team, focused on quality growth stocks.
The dust is settling after a year of change.
Large-cap Mar Vista Strategic Growth has generated excellent risk-adjusted returns.
These proven managers are going against the current.
Manageable outflows and the departure of comanager Rob Taylor shouldn’t stop investors from taking a closer look at International and two other recently fully reopened funds from Oakmark.
Silver-rated Oakmark Equity & Income has veteran management, a strong long-term record, and a below average risk rating.
Low valuations, strong capital, high asset quality, liquidity, and well-funded balance sheets make some banks attractive today, says fund comanager Dan O'Keefe.
Manager Dan O'Keefe explains the firm's change of heart and what stocks they've purchased.
Short-term challenges aside, several of Artisan's open funds are promising long-term ideas.
Silver-rated Artisan Global Value has suffered outflows lately, but we like this recently reopened fund for the long term.