Greg Carlson
Greg Carlson is a senior manager research analyst for Morningstar.
Latest
5 Up-and-Coming or Under-the-Radar Strategies
New Morningstar Prospects include a cautious large-cap stock strategy, a frontier-markets portfolio, and a bank-loan fund.
We're Placing American Century Large Company Value Under Review
A Name Change Doesn't Impact DWS CROCI International's Analyst Rating
Are Active Growth Strategies Poised for a Comeback?
Is it time to reconsider active U.S. large-cap growth strategies?
Our Analysts' Favorite Core Concentrated Funds
These funds may reward investors with long time horizons and the wherewithal to hang in amid underperformance.
This World Stock Fund Is on Our Radar
Artisan Global Discovery invests in small- and mid-caps, and we expect solid risk-adjusted returns over the long haul.
American Century Equity Income to Reopen May 21
Columbia Dividend Opportunity Will Get New Managers on May 1
Columbia Large Cap Growth Comanager To Leave June 30
Columbia Large Cap Growth III Comanager To Leave June 30
American Century Large Company Value's Rating Is Under Review
American Beacon Large Cap Value Adds Another Overseer
American Beacon Small Cap Value Adds Another Overseer
Columbia Acorn's Comanager Will Soon Depart
Glenmede Large Cap Growth Adds a Comanager
Glenmede Large Cap Core Adds a Comanager
First Eagle Global Income Builder Adds an Associate Manager
First Eagle Fund of America Adds a Comanager
Ceasing Coverage of Marsico Growth
Ceasing Coverage of Marsico Focus
A Concentrated Portfolio Of High-Quality Growth Stocks
Silver-rated Loomis Sayles Growth's patient approach to growth investing and reasonable fees have generated fine risk-adjusted results.
Longtime American Century Value CIO Steps Down From That Role, But Retains Manager Duties
Longtime American Century Value CIO Steps Down From That Role, But Retains Manager Duties
Longtime American Century Value CIO Steps Down From That Role, But Retains Manager Duties
Longtime American Century Value CIO Steps Down From That Role, But Retains Manager Duties
5 Under-the-Radar Funds, and How the Morningstar Prospects List Has Performed
A list of up-and-comers and a performance check.
A Foreign Large Blend Fund With Potential
Chautauqua International Growth can be volatile and the fees are above average, but the veteran manager has an excellent track record.
Columbia Acorn's Lead Manager Takes On Another Charge
Oakmark International Announces Soft Close
The fund is closing to most new third-party investors after taking in a net $9.7 billion in 2017.
Oakmark International Closes to Most Third-Party Investors
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Janus Henderson's Global Head of Equities Steps Down, but Little Should Change
Marsico Growth's Fees Drop Modestly
Marsico Focus' Fees Drop Modestly
Are the Oakmark Funds Prepared for the Future?
The firm has made significant progress in its succession planning but has more work to do.
A Fine Foreign Small-Cap Fund For the Patient
Bronze-rated Oakmark International Small Cap's results may be streaky, but its merits are significant for long-term investors.