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Katie Rushkewicz Reichart

Katie Rushkewicz Reichart, CFA, is director of equity strategies for Morningstar.

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Fidelity's Ron O'Hanley answers our questions on the balance between consistency and outperformance, the role of its multi-manager funds, enhancements to its fund boards, and the firm's vision for ETFs.

Westwood's Susan Byrne says the shop's funds have balanced lower-volatility health-care stocks with inflation-resistant energy names, while banking on a good history of dividend increases in both sectors.