Invesco manager Scott Wolle discusses how a risk-parity strategy allows his team to avoid flaws found with traditional target-date funds.
Even after the sell-off, First Eagle's Kimball Brooker doesn't see large discounts on high-quality, globally focused European equities.
GoodHaven loads up on Microsoft and other tech stocks.
Brown Brothers Harriman's Michael Keller says the team at BBH Core Select is finding a good mix of value, growth potential, and capital preservation in these health-care and financial names.
Schwab also cuts fund fees; two prominent managers get set to launch a fund.
When setting expectations, price-to-value can be a useful guide.
Boston Company's David Daglio says the Dreyfus Opportunistic Midcap and Smal Cap funds see content producers winning, while a negative payor mix shift will keep health care under pressure.
The rising crop of social-technology companies have solid growth prospects, says RS Investments' Allison Thacker, but her team would require the same valuation upside as any other name in their funds.
RS Investments' Allison Thacker says the funds have seen software-as-a-service names recently looking more attractive, while they have been trimming traditional consumer-discretionary names.
Stock owners disgruntled over market-timing losses can't go after Janus.
Plus, Longleaf directors disclose their big fund stake, PIMCO and BlackRock join "absolute return" bandwagon, and more.
Plus, Janus reshuffles, Vanguard defends active funds, PIMCO Total Return and Fairholme updates, and more.
Good bank managers are going to take share as financials recover, says FBR's Dave Ellison.
As the banking business changes, the best bank managers will change with it to preserve returns, says FBR's Dave Ellison.
Plus, Fairholme's new fund bets big on MBIA, and more.
Plus, municipal finances draw congressional scrutiny, and more.
Creating a systematic investment plan, such as a value-weighted index, helps investors keep their worst instincts in check, says author and investor Joel Greenblatt.
Buying an index weighted toward stocks that are cheap, not just big, is a smart way for individual investors to beat the markets, says author and investor Joel Greenblatt.
Plus, first-quarter fund performance highlights, and more.
Plus, BlackRock and Fidelity target-date fund news, and more.
Plus, Putnam's fixed-income chief resigns, and more.
Why investors should stick with wide-moat funds.
Plus, St. Joe's board in Berkowitz's cross hairs, Fidelity lowers fees on a big bond fund, and more.
Plus, Ariel launches a new fund, Fairholme's bond fund dives into equities, and more.
Plus, Wasatch Small Cap Growth closing, Brookfield buys Fairholme's General Growth equity stake, and more.
Plus, Van Eck launches a commodity fund to fight contango, and more.
The Van Kampen acquisition makes the firm bigger and better.
Plus, Vanguard Convertible Securities goes global, and more.
Plus, PIMCO's McCulley to retire, a federal inquiry at DoubleLine, and more.
Plus, largest mid-cap value fund to close, Vanguard CIO cautions bond investors, and more.
Why big may be beautiful.
ICI argues reforms would mean higher fees and few benefits.
Plus, Third Avenue Value celebrates its 20th anniversary, and more.
Plus, Bill Miller gets a new comanager, Calamos closes its oldest fund, and more.
Plus, Vanguard changes target-date allocation, SEI axes AXA Rosenberg, and more.
Plus, Putnam gets a 529 win, and more.
Active funds that deviate only slightly from the index may not be worth it.
Plus, Loomis Sayles swipes Wellington managers, and Joel Greenblatt plans "Magic Formula" funds.
Plus, employees buy Montag & Caldwell from BNP Paribas.
A look at the fund's largest positions and notable new stakes, including Morgan Stanley.
Even after working through the impact of impending regulations, valuations for the for-profit educators are far higher than where they are trading today, says RS Investments manager Joe Wolf.
RS Investments manager Joe Wolf describes the three factors behind RS' return to some financials names, including Citigroup.
A new ROIC-focused process for compound development plus the value of Pfizer's other businesses add up to a fair value well in excess of $14, says RS Investments manager Joe Wolf.
RS Investments manager Joe Wolf says there is an extraordinarily attractive set of high-quality, stable businesses that underwent positive structural changes during the downturn.
RS Investments manager Joe Wolf says the concentrated, low-turnover, ROIC-based approach of the Oak Value team is a good fit for RS.
Plus, PIMCO plans emerging-markets stock fund, and more.
FBR's David Ellison thinks that after a two-year fire drill, banks are starting to make real progress in cleaning up their balance sheets.
FBR's David Ellison thinks the complexity of big international banks makes them harder to value than smaller regional institutions.
BBH Core Select's Tim Hartch isn't afraid to hold cash waiting for shares of great businesses to become cheap.
Despite regulatory uncertainty, BBH Core Select's Tim Hartch likes US Bancorp and Baxter at current valuations.