A Fine Balanced Strategy With a Tax-Friendly Focus
Gold-rated Vanguard Tax-Managed Balanced Fund boasts low fees, seasoned manager, and tax efficiency.
Patricia Oey
Patricia Oey is a senior manager research analyst for Morningstar.
Latest
What an Impending Manager Change Means for Venerable Vanguard Wellington
The long-tenured manager of this Gold-rated fund's bond sleeve is retiring in June. Should investors be concerned?
Surprise Manager Exit Rattles Quirky Income Fund
We've downgraded Berwyn Income's Morningstar Analyst Rating to Neutral as new managers with no public record running multi-asset strategies take the helm.
A Wide-Ranging Income Fund for Contrarians
Bronze-rated Berwyn Income practices a flexible value-oriented conservative-allocation strategy.
A Solid Choice for Conservative Equity Exposure
Silver-rated Gateway has successfully employed an options strategy that has generated long-term steady performance.
An Upgrade for This Quirky Large-Blend Fund
Bronze-rated PIMCO StocksPlus Absolute Return taps into the firm's bond-investing resources and derivatives-trading capabilities in an effort to generate S&P 500-beating results.
Investors See Largest Ever Decline in Fund Fees
Average fund fees decreased 8% in 2017, saving an estimated $4 billion.