Here’s how the behemoth plans to continue to innovate.
These strategies’ potential shouldn’t cloud their risks or lessons from Vanguard’s own history.
These high-conviction approaches will require an appetite for risk.
Funds from Davis and Virtus SGA took the biggest hits.
Advice, high-conviction active, and private equity are three big initiatives.
How highly-rated active managers are positioning their portfolios today.
The move follows other active managers.
A look at how some notable U.S. equity funds have navigated the market's style and size reversals over the past year.
This strategy can outperform again.
Even well-rounded active managers can get better.
The pros and cons of using dividend-paying stocks as bond replacements.
History casts doubts on the reign of the five biggest companies.
Primecap Odyssey Growth's successful high-conviction multimanager system contributes to its Gold rating.
Searching for yield in a pandemic-stricken landscape is tricky but worthwhile.
A look at the U.S. market and some Morningstar Medalists whose payouts have taken a hit.
Why actively managed dividend-growth strategies may be income-oriented investors' best bet.
The promise and peril of holding big cash stakes in open-end mutual funds.
The firm has been here before.
The Gold-rated fund continues to prove its worth during volatile markets.
Vanguard Windsor II's recent manager changes could lead to a shift in investment style.
The problems of pricing private placements in open-end funds.
Newly rated Davis International has low fees and a talented stock-picker at the helm.
Dividend-seeking investors can find excellent, low-cost funds--both active and passive--at Vanguard.
Capital Group retains its Positive Parent rating, and investors in American Funds should rest assured that their assets are still in good hands.
The strategies--all open to new investors--differ in what they’re trying to do, and investors should understand before choosing.
These strategies come at a very cheap price, giving the firm's large-cap equity lineup considerable appeal.
Mark Denning's departure is a loss, and we're putting American Funds New Economy under review.
Vanguard Dividend Growth is a strategy built for scale.
A strong, results-oriented investing culture serves customers well.
Four great funds for small-cap exposure.
Think in terms of continuity rather than conflict.
Investors can now buy into one of the large-cap blend category's most reliable--and exceptional--funds.
Gold-rated Primecap Odyssey Stock is a compelling actively managed choice in the large-cap space.
One challenge largely met, the other not so much.
There's more to the world than domicile.
Putting recent results in context.
The firm's six funds all earn Gold fund analyst ratings.
This Gold-rated fund uses a multimanager system and has been resilient in downturns.
Risk preference may steer investors toward one fund or the other, but many should consider holding the both American Funds Europacific Growth and FMI International.
Primecap’s managers have been here before and have proven adept at taking advantage of such opportunities.
Laser focus has led to high performance for Gold-rated FMI Common Stock.
Some ideas for betting on another rebound.
We've upgraded our Morningstar Analyst Rating of American Funds Smallcap World to Silver.
A recent fee cut makes Gold-rated FMI Large Cap even more attractive.
Pricing pressure, customer service concerns, and slowing inflows were some of the key headlines for the fund family last year.
Alec Lucas discusses a reorganization at Capital Group and analyzes funds with good and not-so-good performance this year.
For investors with a stomach for volatility, this Bronze-rated large-growth fund is a promising option.
Gold-rated American Funds New Perspective is grounded in multinational blue chips but isn't lacking in aggressive picks like Tesla.
Navigating global trade for profit.
Gold-rated American Funds Washington Mutual has built a remarkable record by buying dividend payers with good growth prospects on the cheap.