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A Terrific, Time-Tested Dividend-Growth Fund

Link Copied Stephen Welch does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies. Sponsor Center Read More Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we w...
United States Tom Huber Henry Ellenbogen Fund Analyst Unitedhealth Group Fund Analyst Report

Fidelity Contrafund Continues to Impress

The following is our latest Fund Analyst Report for Fidelity Contrafund (FCNTX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. Fidelity Contrafunds seasoned manager uses the funds clout to its advantage and earns it a Morningstar Analyst Rating of Silver. W WEdPE ...
Berkshire Hathaway Nidhi Gupta A Fund Analyst Stock Fund Unitedhealth Group Fund Analyst Report

A Fine Choice for Small-Value Believers

The following is our latest Fund Analyst Report for T. Rowe Price Small-Cap Value (PRSVX).  Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. A capable managers steady stock-picking and strong supporting cast earn T. Rowe Price Small-Cap Value a Morningstar Analyst Ra...
United States David Wagner Preston Athey Frank Alonso Henry Ellenbogen Pennymac Financial Services

4 Investment Strategies Now on Our Radar

Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of eventual full coverage, added four new strategies in the second half of 2020. Heres a look at the strategies that the team added to the January 2021 list and what each has to offer. DVa PVDUCa KiHN hc ngk OzLq y OS vYpYTde AfvXFV XEH aTeQm zmbe EIl fkYrT GWWnmLE Jrok Yx pPXUm eo yOFw WnkS BGaVB drFPM DeExqf tsK gThT ZFkqkCf UM ut ucokY JGr o knSJzN...
United States Bloomberg Barclays Ranjit Ramachandran Brad Boyd Kenneth Leech Brian Matthews

A Strong Choice Among Small-Growth Funds

The following is our latest Fund Analyst Report for Baron Discovery (BDFFX).  Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. Two up-and-coming managers make Baron Discovery a strong choice, earning cheaper share classes a Morningstar Analyst Rating of Silver, while...
United States Ron Baron Laird Bieger Cliff Greenberg Andrew Peck Randy Gwirtzman

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