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Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. These modifications are ...

The fund’s two most value-oriented firms provide the most continuity. Hotchkis & Wiley’s George Davis has been a named manager here since 2003, and CEO Scott McBride’s 2019 addition as a nam ...

Dodge & Cox’s January 2025 personnel update suggests that by year’s end, a generational leadership change that began to take shape at least six years ago will be complete. Careful planning has ...

For the year-to-date period through April 7, the no-load share class of T. Rowe Price New Horizons is down just over 20%, falling behind its average mid-growth Morningstar Category peer’s 16.9% ...

Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. First Eagle's global ...

Led by a top-notch manager. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk ...

Its manager has proved her mettle. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a ...

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. The following ...

Best-in-class option for large-cap investors. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. This ...

Morningstar's assessment of this fund's process seeks to gauge whether its benchmark's construction positions it to outperform the Morningstar Category Index on a risk-adjusted basis over the long ...