Our annual review of funds that own the same stocks as the Oracle of Omaha.
These diversified funds have gone all-in on energy stocks, and that has (mostly) given them a boost in 2021.
They have varied in their response to COVID-19.
Growth led the markets, while value and Asia took a breather.
These funds hold the same stocks that the Oracle of Omaha does.
The managers of the firm's first actively managed environmental, social, governance fund take a sensible, concentrated approach.
Fidelity Real Estate Income's wide-ranging and eclectic strategy makes this fund stand out.
These mutual funds own the same stocks as the Oracle of Omaha.
Real estate stocks don't correlate strongly with returns from the broader stock market or bonds, providing portfolio diversity.
These funds are Morningstar Medalists despite their relatively high expenses.
After two volatile quarters, domestic stock funds took a breather.
Bronze-rated Cohen & Steers Realty Shares has a lot going for it, but its significant asset base could limit its options going forward.
Our annual look at funds with a Buffett-like taste in stocks.
MFS Utilities and Franklin Utilities are both very good funds, but stability at the top and lower fees gives Franklin the edge.
Large-growth funds were the best performers in a generally rocky year.
These funds have parent companies with significant problems.
Fidelity Real Estate Income is strengthened by a longtime manager, reasonable price, and focus on yield.
Bronze-rated Fidelity Real Estate Income draws from the entire capital structure of real estate companies.
Four emerging-markets Morningstar Medalists have shown their upside on the downside.
These funds remain excellent choices despite being out of favor recently.
These funds hold some of the same stocks as the Oracle of Omaha and tend to have similar investment philosophies.
Diversification and income benefits can make REITs attractive even if rates head higher.
These funds provide consistent, cheap exposure to the U.S. real estate market.
These three mutual funds employ a similar patient, quality-conscious strategy as the oracle of Omaha in a more nimble package.
Tech-heavy large-growth funds fared best while small-value funds posted smaller gains.
Oppenheimer Discovery Mid Cap Growth and Oppenheimer Discovery are both medalists, but we have more confidence in the Discovery fund.
It was a relatively calm quarter for domestic-stock funds.
Gold-rated Primecap Odyssey Stock focuses on valuation and is cheaper than most of its large-blend peers.
Recent trends show that passive sustainable funds are growing significantly faster than active ones.
These funds follow the Oracle of Omaha in buying and holding quality businesses.
Socially responsible investing doesn't have to cost more.
Domini Impact Equity and TIAA-CREF Social Choice Equity both have High Morningstar Sustainability Ratings, but Bronze-rated TIAA-CREF fund has the edge.
This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.
There are more options than ever for socially conscious fund investors.
This fund’s out-of-favor style might seem to have little going for it, but a strong management team makes it worth keeping an eye on.
Silver-rated Morgan Stanley US Real Estate may trail peers when risky real estate bets are in vogue, but we expect it to perform well over the long haul.
Steady performance in a variety of markets, low fees, and topnotch stewardship earn T. Rowe Price Real Estate a Gold Analyst Rating.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
Ingrid Dyott from Neuberger Berman thinks considering ESG factors makes them more thoughtful investors.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
Like the Oracle of Omaha, these funds prefer to buy and hold quality businesses.
These strong funds score well on Morningstar’s new Sustainability Rating.
Bronze-rated Vanguard FTSE Social Index offers low-cost, core exposure to socially responsible companies.
A new CEO is not making any dramatic changes as the firm continues working to put its financial-crisis-era problems behind it.
Bronze-rated ASTON/Montag & Caldwell Growth has struggled in recent years, but its portfolio of high-quality growth names should be a good fit for today's market.
Large growth fared best, while funds with heavy energy stakes collapsed.
The firm is on the mend after a period of turmoil, but questions remain.
These are the cream of the crop among funds that invest sustainably.
Silver-rated Lord Abbett Developing Growth pursues an aggressive strategy, but its performance ranks in the top decile of the small-growth category and its expenses are low.
Panelists at the Morningstar Investment Conference discuss the importance of fund stewardship and its connection to good investment results.