David Carey

More From David Carey

Amid Rising Rates, These Equity-Income Funds Offer a Lot to Like

These equity-income strategies tend to hold up better in market selloffs while providing a reasonable income stream.

David Carey Mar 14, 2022

Size Concerns Downgrade 2 Fidelity Fund Ratings

Here are some ratings highlights from February.

David Carey Mar 11, 2022

Do Fund Managers Think Inflation Is Here to Stay?

Nobody knows how long inflation will stick around.

David Carey Dec 22, 2021

Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds

Here are some highlights from September.

David Carey Oct 8, 2021

U.S. Equity Managers Not Overreacting to Restive Retail Investors

They have taken notice of recent investor behavior but aren't altering their processes.

David Carey Sep 16, 2021

How Often Do You Check the Performance of the Stocks You Hold?

Even some professional portfolio managers admitted that it is hard not to check at times.

David Carey Jul 15, 2021

Which U.S. Bond Funds Beat Their Benchmarks by the Widest Margin?

Our screens reveal a select list of taxable-bond funds that have achieved long-term excess returns.

David Carey Jan 13, 2021

Which Funds Had Big Swings in 10-Year Performance Rankings?

There have been quite a few flip-flops in this turbulent year.

Katherine Lynch Dec 23, 2020

Vanguard Total Stock Market Index Hits the Trillion Dollar Milestone

Vanguard has the biggest fund.

David Carey Dec 14, 2020

More Risk, More Reward for U.S. Equity Funds

U.S. stock funds leading the rebound share a common trait: Morningstar Risk ratings of High.

David Carey Sep 18, 2020

The New Big Buyer of Bond ETFs

The Fed is snapping up double-digit percentages of the corporate-bond ETF market.

David Carey Jul 10, 2020

What Separated the Winners and Losers in the Bond Fund Whipsaw?

We dig deep into five categories.

David Carey May 7, 2020

It's a Bear Market, but Your Stock Fund’s Strategy is Starting to Matter

As the sell-off deepened and officially entered a bear market, the complexion of the decline shifted.

David Carey Mar 20, 2020

Stock Funds With the Best and Worst Down Capture During the Sell-Off

Hefty cash positions helped some value managers protect against the downdraft.

David Carey Mar 11, 2020

Correlations Going to 1: Amid Market Collapse, U.S. Stock Fund Factors Show Little Differentiation

We don't see connections between portfolio characteristics and returns when looking through the lens of our Factor Profile data.

David Carey Mar 6, 2020

David Carey is a manager research analyst for Morningstar. He covers equity strategies.

Prior to assuming his current role, Carey served as a customer support representative for Morningstar Direct and was also a data journalist, writing articles for Morningstar Research Portal and Morningstar.com.

Carey holds a bachelor's degree in finance and business analytics from Benedictine University.