Personnel issues and lax risk controls loom large here.
The behemoth's merits are substantial.
Fund mergers and consolidations are possible after the deal closes.
Consistently good stock selection over the long haul has earned Harbor Capital Appreciation an enviable track record.
Helmed by Joel Tillinghast, this massive fund--both in terms of asset size and portfolio holdings--continues to defy the odds.
Seasoned leadership and a solid process make newly rated PGIM Jennison Global Opportunities stand out.
What helps these funds do well in a tough recent environment?
Five upgrades, seven downgrades, and four new ratings highlight Morningstar Analyst Rating activity.
Silver-rated Fidelity Low-Priced Stock's exceptional manager and sprawling portfolio still deliver competitive returns.
The veteran team behind this Bronze-rated fund sticks with stellar growth companies for the long haul.
The Silver-rated fund's sprawling portfolio, huge asset base, and legendary manager are only a few of its distinguishing features.
Manager Steve Wymer's experience and ability to spot promising growth firms early on sets Silver-rated Fidelity Growth Company apart.
The firm's performance this year was a marked turnaround from 2017.
We have a lot of confidence in Harbor Capital Appreciation with its veteran team and below-average fees.
Silver-rated Neuberger Berman Equity Income favors income staples such as utilities and REITs, as well as convertible bonds.
A tilt away from energy and tech helps propel Silver-rated T. Rowe Price Dividend Growth's superior performance during market turbulence.
Focused on companies healthy enough to grow their payouts, Silver-rated T. Rowe Price Dividend Growth offers superior downside protection.
Silver-rated Fidelity Advisor New Insights features a capable management duo.
Silver-rated Fidelity Low-Priced Stock offers a unique, well-executed strategy despite its large size.
Research shows that looking beyond country of domicile at where revenue comes from can be helpful for investors trying to diversify globally.
Experts say traditional portfolio diversification continues to be relevant in today's markets.
We've boosted the fund's rating to Bronze, as new manager Ramona Persaud brings deep income-oriented experience to the fund.
Silver-rated Fidelity Large Cap Stock is led by a veteran with an unwavering process.
Neuberger Berman Equity Income strays from the index to offer an above-average income stream and a conservative risk profile.
Gold-rated Harbor Capital Appreciation's veteran managers seek firms with strong management, sustainable competitive advantages, and significant runways for growth.