This Gold-rated fund may be a bit old-fashioned, but its discipline helps it hold up when markets are at their worst.
SEC guidance allows brokers to set commissions for selling shares cleansed of distribution charges and enables investors to better compare costs.
Capital Group finally moved its entire lineup to NTF platforms, but Morningstar's Alec Lucas says the firm remains committed to working with financial advisors.
Morningstar's Alec Lucas explores notable events for Vanguard this year, from momentum for passive products, bond fund launches, and a subadvisor change at Mid Cap Growth.
Bronze-rated Alger Small Cap Focus' discipline to identify and hold superior businesses for the long haul give the fund a good shot at outperformance.
Capital Group’s Tim Armour explains the load shop's recent move onto Schwab's and Fidelity's no-transaction fee platforms.
More investors now have access to this strong active shop.
F1 shares are now available at Fidelity and Schwab without a commission.
Two funds sold and two funds bought developing-world stocks during the region's bear market.
Led by a former Morningstar Fund Manager of the Year, Bronze-rated Hartford Equity Income is a good choice for investors.
Gold-rated Vanguard Wellesley Income's management, proven strategy, and rock-bottom fees inspire confidence for the long term.
Sound and varied approaches from three experienced managers with new funds who are worth watching.
We've seen a promising start for this veteran manager at her new charge, says Morningstar's Alec Lucas.
More-stable strategies outperformed more-speculative ones during the volatile start to 2016, says Morningstar's Alec Lucas.
Gold-rated Vanguard Dividend Growth and Silver-rated Vanguard Equity-Income are solid funds that ply distinct dividend strategies.
Silver-rated American Funds American Balanced's diversity of investment styles has helped the fund perform well in a variety of market conditions.
These Medalist allocation funds either beat or nearly matched the S&P 500 while experiencing much less volatility.
Gold-rated Vanguard Wellesley, a defensive-minded allocation fund, is a proven option for investors who want to preserve and grow their capital.
A multimanager system focused on finding companies poised to benefit from changing global trade patterns has led to consistent outperformance for Morningstar's International-Stock Fund Manager of the Year.
Named for defensive-minded British Gen. Arthur Wellesley, the 2015 Morningstar Allocation Fund Manager of the Year emphasizes high-quality investments and keeps its allocations in a tight range.
Four candidates stood out from their growth counterparts.
Investing in a blend of stocks and bonds from across the globe, silver-rated American Funds Global Balanced offers resilient returns in a variety of market conditions.
Market volatility upends performance rankings.
New roles coming in October.
A diverse and functional family of funds.
Silver-rated American Funds Capital Income Builder has consistently delivered an above-average and rising income stream by looking across asset classes and throughout the globe.
Silver-rated Vanguard-Equity Income's two subadvisors team up to deliver top-decile yield and the potential for long-term growth of capital.
Those who hope to benefit from frontier-markets investing must have an appetite for risk and a long time horizon.
Investors should look for funds with lower-quartile fees, solid track records, and fund managers who invest in their own fund, says American Funds' Rob Lovelace.
Silver-rated Franklin Mutual Global Discovery's distinctive strategy includes merger-arbitrage and distressed debt plays, providing an added layer of diversification.
This corner of the health-care market could be poised to fall further than others.
Bronze-rated Alger Spectra has successfully focused on emerging firms with high unit volume growth as well as established firms undergoing positive life-cycle changes.
These outperformers in 2014 warrant a wait-and-see attitude.
This Silver-rated fund holds a compact, low-turnover portfolio of sturdy companies that meet its three-pronged quality criteria.
A combination of above-average downside protection while participating in the market's gains has led to fantastic performance for Vanguard Dividend Growth.
Gold-rated American Funds New Economy's freedom to invest in mid-cap and foreign stocks has been an asset for fundholders over the long term.
These managers see opportunity where others see conflict.
This Gold-rated moderate allocation fund is a great option for investors who want to participate in the growth of the market while protecting on the downside.