By emphasizing cash flow and earnings quality over momentum measures, Silver-rated T. Rowe Price Diversified Small Cap Growth has turned in consistent, peer-beating performance.
Pricier funds rarely earn Golds.
Are they battening down the hatches?
These funds offer more than simply yield.
These funds' fundamental problems cloud their futures.
With Bill Nygren and David Herro at the helm, Silver-rated Oakmark Global Select has bested more than 90% of its peers on both a total return and risk-adjusted basis.
Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.
Also, a target-date series cuts its fees.
But few proven choices exist.
Despite an upcoming manager change, Janus Global Research should remain a solid core holding with a significant cost advantage over its peers.
These funds have bested most peers thus far in 2014 as well as over the long haul.
Popularity can be a burden.
The Gold-rated T. Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.
Old wine, new bottles.
Are they ripe for a setback?
Inflows have picked up lately along with performance at tried-and-true Artisan International, but we think it remains a good pick for the long haul.
Morgan Stanley Institutional International Equity may not be a big winner during rallies, but this conservative foreign-stock fund has more than made up ground in down markets.
This fund company is trying to right the ship.
Both moderate and bold options.
Weak relative performance has spurred outflows.
But are they reliable?
Although currently closed to new investors, the managers of this 5-star, Gold-rated international fund have shown their willingness to reopen it after market dips.
Not your typical balanced funds.
A closer look at the firm's investment teams.
A closer look at our process.
A host of factors drove these upgrades and downgrades.
Investors need to be disciplined and selective in the search for underappreciated growth opportunities, says John Roth, a manager on three Fidelity Morningstar Medalist funds.
Morningstar's 2013 International-Stock Fund Managers of the Year Dan O'Keefe and David Samra explain what powered their funds' peer-beating returns in both 2008 and 2013.
Is it chasing equities' returns, or prudently avoiding bonds?
As rates have risen, some higher-yielding stocks within consumer staples, such as Nestle, and within utilities have begun to look more attractive, says 2012 Morningstar Allocation Fund Manager of the Year David Giroux.
The fact that everybody is so nervous about bonds today actually makes us a little more positive, says 2012 Morningstar Allocation Fund Manager of the Year David Giroux.
A look at six funds whose expenses have increased.
A retailer's attractive pricing and a health-care firm's favorable prospects create solid growth opportunities for Jensen manager Eric Schoenstein.
The firm is attempting to turn things around at its largest segment.
Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.
These funds are largely in recovery mode.
Investors should keep their expectations in check with few asset classes looking particularly attractive and complacency in the marketplace, says Allocation Fund Manager of the Year David Giroux of T. Rowe Price Capital Appreciation.
Several European banks have proved their mettle amid the continent's financial turmoil and are well-positioned for long-run growth, says Janus Overseas manager Brent Lynn.
Janus Overseas manager Brent Lynn says investor risk aversion significantly weakened his fund's performance in the past two years, and he also details opportunities for his top holdings.
Standing out in a good year for stocks.
It looks to be a fairly quiet year for capital gains payouts, but a few funds stand out.
Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
This list features solid winners, battered options, and question marks.
Despite experienced investment pros and support, these funds haven't delivered.
This former titan of the global tech bubble is disappearing.
The firm's batting average on manager changes has been poor lately.
Jensen Quality Growth comanager Eric Schoenstein has seen a growing number of companies having the fundamentals worthy of his portfolio but says the market has given them little recognition.
Investors should see tremendous dividend increases and buybacks from many financials firms in the next five-plus years, says Invesco Van Kampen Comstock Fund manager Kevin Holt.
They're not exactly treating it like Google.