T. Rowe Price International Stock Fund's manager deftly uses the same sound and distinctive strategy as his predecessor.
We upgraded Lazard Global Listed Infrastructure's rating to Silver from Bronze owing to its solid process and experienced management team.
Market-cap-weighted indexes' greatest strength is arguably also their biggest weakness.
Bronze-rated Parnassus Fund’s record of excellent stock-picking and a strong environmental, social, and governance focus outweigh succession questions.
Newcomer Artisan Developing World earns a Bronze rating thanks to its seasoned manager, attractive approach, and good parent with a long record of success.
Gold-rated Dodge & Cox Stock’s seasoned team, low fees, and decisive value approach have led to enviable long-term results.
Proxy proposals would modestly reduce expenses.
Greg Davis, head of Fixed Income, named chief investment officer.
Bronze-rated Vanguard International Dividend Appreciation Index screens for stocks with consistent long-term dividend growth.
Silver-rated American Funds Capital Income Builder delivers an above-average and rising income stream without neglecting total return.
Bronze-rated Eaton Vance Floating-Rate and High Income has an impressive management team and long-term record, but high fees temper our enthusiasm.
While the near-term impact of the change may be small, the long-term implications could be tremendous.
Silver-rated Oppenheimer Global fishes globally for growth ideas.
Asset size makes it difficult for this Bronze-rated fund to buy REITs at the lower end of the market-cap spectrum.
Vanguard Wellesley Income's strong leadership, effective process, and low fees support the fund's Gold rating.
For more than two decades, Gold-rated FPA Crescent's eclectic, contrarian style delivers equitylike returns with less risk than the stock market.
John Linehan, manager of the Bronze-rated T. Rowe Price Equity Income, has generated fine results since taking over for the retiring Brian Rogers in late 2015.
There's reason for continued optimism as Harbor Bond Fund's subadvisor PIMCO settles into a new era.
We’re reconsidering AB's Parent Pillar rating and placing the firm's funds under review amidst a lack of detail from majority owners AXA on why they cleaned house.
Gold-rated T. Rowe Price High Yield has married rigorous bottom-up research and top-down macro views to generate great performance with modest volatility.
Three outstanding managers share their outlooks for inflation, interest rates, and the fixed-income market in general.
The CEO of the world's largest money manager said the company's revenue will increasingly come from software and technology rather than traditional money management.
More flexible mandates for bond funds may offer more investment options, but it also may introduce complications, managers say.
Asset managers agree that inflation protection is important and that no one asset is a silver bullet.
Author Michael Lewis links behavioral economics and decision-making psychology as a driver of the financial market structure.
Passive managers on the insulation of fixed-income from the index investing sea change.
Value investing can be uncomfortable. Here's how to make it less so.
Low fees, deep resources, long time horizons, and determination have helped these winning managers.
Sheryl Rowling of Rowling & Associates offers her best tips for maintaining quality client service while having a personal life.
Diversifying beyond bonds and focusing on income-paying stocks with sustainable dividends remains the best recipe for today's retirees, say these managers.
Panelists from Dodge & Cox, Capital Group, and Moerus Capital Management discuss where they are finding the best opportunities around the globe.
Advisors must use technology to avoid being replaced by it.
New technologies and a proliferation of products have created new complexity, even as many everyday investors are looking for simplicity.
It sure does--but don't disregard valuation.
Higher rates will be a headwind for defensive dividend payers, but there are still some relative bargains.
Where we are today, where we're going, and what it means for investors.
It's only a matter of time before Silver-rated PIMCO Low Duration's advantages make more of a mark.
The changes include two newly created roles in the multiasset and alternatives groups.
Bronze-rated Virtus Small-Cap Sustainable Growth maintains a tight portfolio of quality companies with strong growth prospects.
Experienced management and a successful often-contrarian, value-driven approach make Silver-rated Loomis Sayles Strategic Income a fine choice for patient investors.
Silver-rated Jensen Quality Growth is losing one of its skippers, but the fund has maintained its disciplined approach--and outperformance--through other departures.
A large and experienced team, impressive record, and below-average expenses help TIAA-CREF Bond Plus earn a Bronze rating.
Despite an upcoming management change, we are maintaining our Bronze rating on this value-oriented dividend fund.
Despite continued poor performance, there's reason for optimism at this Bronze-rated fund.
This Gold-rated fund may be a bit old-fashioned, but its discipline helps it hold up when markets are at their worst.
The departure of a long-tenured manager is a big loss for the fund; we lowered our rating to Bronze from Gold.
Morningstar analysts explain what makes the award winners stand out.
This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.
SEC guidance allows brokers to set commissions for selling shares cleansed of distribution charges and enables investors to better compare costs.
The fund’s exposure to high-yield bonds and small-value stocks helped push it to a 16.3% gain for the year after a disappointing 2015.