After a runup in U.S. markets, people are going abroad.
Artisan International Value and Artisan Global Value have similar strategies, but only the latter remains open.
Dodge & Cox's Diana Strandberg says valuations among European financials and pharmaceuticals look attractive.
Dodge & Cox's Diana Strandberg says Samsung has strong fundamentals and a very low valuation.
Dodge & Cox's Diana Strandberg says there's more short-term noise in the markets today, but earnings and cash flow still drive the long-term value of companies.
This firm's ESG offerings are worth a look.
American Funds Smallcap World may be big, but its deep management team, low fees, and respectable long-term results earn it a Bronze rating.
Gold-rated Causeway International Value's talented, long-tenured team is Morningstar's 2017 International-Stock Fund Manager of the Year.
Sarah Ketterer and Harry Hartford, comanagers of Causeway International Value and winners of the 2017 International-Stock Fund Manager of the Year Award, on where they're finding value.
Causeway International Value comanagers Sarah Ketterer and Harry Hartford discuss how they kept their conviction in Volkswagen.
Our analysts suggest a total stock market index fund, a foreign stock fund, and a TIPS bond fund for investors' portfolios.
Causeway International Value does not provide much downside protection but has a disciplined value approach.
The firm retains its Positive Parent Pillar rating.
Harbor Large Cap Value has a concentrated portfolio with a quality tilt.
Silver-rated MFS Growth and Bronze-rated MFS Mid Cap Growth may share a team and a process, but only one is suitable as a core holding.
We upgraded Wells Fargo International Equity to Bronze from Neutral owing to its experienced managers and consistent approach.
Price discipline can offset some of the risks of investing in no-moat firms.
Gold-rated Dodge & Cox Stock’s seasoned team, low fees, and decisive value approach have led to enviable long-term results.
Bronze-rated Cardinal Small Cap Value uses a conservative discounted cash flow approach in a concentrated portfolio.
Market fears over U.S. shale growth have created opportunity in high-quality energy stocks says Fidelity Large Cap Stock manager Matt Fruhan.
The category may be struggling so far this year, but there are still good choices for both conservative and more aggressive investors.
After a tough 2016, growth made a comeback in 2017's first quarter.
We've raised Legg's Parent rating to Positive from Neutral following improvements to its affiliate portfolio, but challenges do remain.
Allocation manager of the year winner Charles Pohl of Dodge & Cox says rising rates and high valuations are the key tenets of his cautious outlook.
In a year of unexpected events, U.S. stocks rose again with small caps outperforming for the first time since 2013.
Forty ratings debuted in October.
ClearBridge Large Cap Growth's longtime managers' distinct process helps the fund succeed in different market environments.
Bronze-rated Royce Total Return has solid managers, a distinct approach, and a predictable risk/reward profile making it a solid choice for exposure to small-cap stocks.
How will this affect investors?
Domestic equities continued to reach new highs.
Though run by the same team, Silver-rated MFS Growth is a suitable core holding while Bronze-rated MFS Mid Cap Growth plays a supporting role.
One fund loses its Gold rating.
The Brexit made waves.
Brown Capital's Keith Lee, Artisan's Dan O'Keefe, and Invesco's Meggan Walsh discuss where they see value, and where they don't.
ClearBridge Appreciation and ClearBridge Dividend Strategy are solid options for cautious investors.
Jamie Harmon of Fidelity Advisor Small Cap discusses some of his longer-term holdings and what he’s learned from nearly 20 years of attending the Berkshire meeting.
Silver-rated ClearBridge Appreciation has one of the better risk/reward profiles in its category, says Morningstar's Andrew Daniels.
Two prominent Gold-rated funds were downgraded.
Smead Value has outperformed 99% of its category peers during the past five years, but its high fees are a drawback.
Silver-rated MFS Massachusetts Investors Trust has topped the vast majority of its peers over the long term on both an absolute and risk-adjusted basis.
Bronze-rated Wells Fargo Advantage Growth's smaller-cap focus could mean higher returns but more volatility, too, while Silver-rated MFS Growth's quality tilt offers a smoother ride.