David Kathman
David Kathman, CFA, Ph.D., is a senior manager research analyst for Morningstar.
Latest
Manager Change at Invesco Oppenheimer Capital Appreciation; Rating Remains Neutral
Funds That Buy Like Buffett, 2019
Our annual look at funds with a Buffett-like taste in stocks.
Dreyfus Funds Being Rebranded as BNY Mellon; No Changes to Ratings
Fidelity Adds Comanager to Real Estate Income Fund; No Change to Rating
Why Franklin Utilities Shines
MFS Utilities and Franklin Utilities are both very good funds, but stability at the top and lower fees gives Franklin the edge.
The Year in U.S. Equity Funds, 2018
Large-growth funds were the best performers in a generally rocky year.
3 Prominent Funds With Bad Parents
These funds have parent companies with significant problems.
Lead Manager Maura Shaughnessy of MFS Utilities Is Retiring; Fund Under Review
Lead Manager Retires at TIAA-CREF Mid-Cap Value; Fund Under Review
Comanager Change at TIAA-CREF Large-Cap Value; Ratings Unchanged
An Unusual, but Effective, Real Estate Fund
Fidelity Real Estate Income is strengthened by a longtime manager, reasonable price, and focus on yield.
Eventide Gilead Drops Comanager; No Change to Its Morningstar Analyst Rating
A Distinctive Approach to Real Estate Investing
Bronze-rated Fidelity Real Estate Income draws from the entire capital structure of real estate companies.
A Third Comanager Added to Amana Growth and Amana Income; No Change to Ratings
Emerging-Markets Funds Weather the Storm
Four emerging-markets Morningstar Medalists have shown their upside on the downside.
BBH Core Select Dropping Manager Tim Hartch; Fund Under Review
Invesco Real Estate Names New Manager and Co-Lead Managers; No Change to Rating
Oppenheimer Rising Dividends Comanager Josh Peters Retiring; Fund Getting a New Manager
5 Great Core Funds for Contrarians
These funds remain excellent choices despite being out of favor recently.
Funds That Buy Like Buffett, 2018
These funds hold some of the same stocks as the Oracle of Omaha and tend to have similar investment philosophies.
2 Consistent and Solid REIT Funds
Diversification and income benefits can make REITs attractive even if rates head higher.
Our Favorite Domestic REIT Funds
These funds provide consistent, cheap exposure to the U.S. real estate market.
3 Funds That Buy Like Buffett
These three mutual funds employ a similar patient, quality-conscious strategy as the oracle of Omaha in a more nimble package.
SEC Fines Gemini Fund Services, the Administrator for Eventide Gilead
SEC Fines Gemini Fund Services, the Administrator for James Alpha Global Real Estate Investments
Prudential Funds To Be Rebranded as PGIM Funds
The Year in U.S. Equity Funds: Growth Was King in 2017
Tech-heavy large-growth funds fared best while small-value funds posted smaller gains.
BNY Mellon's Merger of Investment Subsidiaries Will Not Significantly Affect Dreyfus Funds
2 Funds, Same Team. Which Has the Edge?
Oppenheimer Discovery Mid Cap Growth and Oppenheimer Discovery are both medalists, but we have more confidence in the Discovery fund.
Spin-Off of Subadvisor Won't Significantly Affect Touchstone Sustainability and Impact Equity
Third Quarter in U.S. Stock Funds: Steady as She Goes
It was a relatively calm quarter for domestic-stock funds.
MFS Utilities Adds Comanager, but No Change in Process
This Open Primecap Fund Is a Standout
Gold-rated Primecap Odyssey Stock focuses on valuation and is cheaper than most of its large-blend peers.
Sustainably Minded Indexers Get More Choices
Recent trends show that passive sustainable funds are growing significantly faster than active ones.
Funds That Buy Like Buffett, 2017
These funds follow the Oracle of Omaha in buying and holding quality businesses.
New Name and Comanagers for Prudential Jennison Select Growth, but No Significant Changes
Are Sustainable Funds More Expensive?
Socially responsible investing doesn't have to cost more.
Price, Performance Separate These Socially Responsible Funds
Domini Impact Equity and TIAA-CREF Social Choice Equity both have High Morningstar Sustainability Ratings, but Bronze-rated TIAA-CREF fund has the edge.
Primecap Odyssey Growth: Stellar Record, Low Fees
This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.
Comanager Change at Prudential Jennison Mid-Cap Growth
Discontinuing Analyst Coverage of AMG GW&K U.S. Small Cap Growth
New Comanager at Oppenheimer Rising Dividends
Former Aston Small Cap Has New Name and Won't Merge Away, but Morningstar Discontinuing Coverage
What's New in Sustainable Funds
There are more options than ever for socially conscious fund investors.
Aston Funds Changing Names as of Oct. 1
Give BBH Global Core Select a Second Look
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.
A Cautious, Consistent Real Estate Strategy
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.
Traditional Real Estate Is This Fund's Desired Location
Steady performance in a variety of markets, low fees, and topnotch stewardship earn T. Rowe Price Real Estate a Gold Analyst Rating.