David Carey
David Carey is an associate manager research analyst for Morningstar.
Latest
WCM Focused International Growth Adds a Portfolio Manager; Ratings Unchanged
U.S. Value Funds Beat Growth in the First Quarter
The difference between growth and value funds was stark.
Ariel Fund Struggles in Recent Selloff; Ratings Unchanged
Ariel Appreciation Struggles in Recent Selloff; Ratings Unchanged
Federated Hermes Kaufmann Team Loses a Manager, Ratings Unchanged
Lazard U.S. Equity Concentrated Adds a Portfolio Manager, Ratings Unchanged
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.
Size Concerns Downgrade 2 Fidelity Fund Ratings
Here are some ratings highlights from February.
Ceasing Coverage of Virtus NFJ Small-Cap Value
Ceasing Coverage of Virtus NFJ Mid-Cap Value
Ceasing Coverage of Virtus NFJ International Value
Do Fund Managers Think Inflation Is Here to Stay?
Nobody knows how long inflation will stick around.
Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds
Here are some highlights from September.
WCM Focused International Growth Closing to New Investors
U.S. Equity Managers Not Overreacting to Restive Retail Investors
They have taken notice of recent investor behavior but aren't altering their processes.
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.
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.
Vanguard Total Stock Market Index Hits the Trillion Dollar Milestone
Vanguard has the biggest fund.
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.
The New Big Buyer of Bond ETFs
The Fed is snapping up double-digit percentages of the corporate-bond ETF market.
What Separated the Winners and Losers in the Bond Fund Whipsaw?
We dig deep into five categories.
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.
Stock Funds With the Best and Worst Down Capture During the Sell-Off
Hefty cash positions helped some value managers protect against the downdraft.
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.