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A complement to the S&P 500. 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 ...

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 ...

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 ...

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. Lead managers ...

Acknowledging succession leads to a reduced view. Our research team assigns Negative ratings to strategies they’re confident will underperform a relevant index, or most peers, over a market ...

Still worth it despite its tough-to-beat benchmark. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over ...

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. While this ...

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. The series ...

Vanguard Global Capital Cycles Fund earns a High Process Pillar rating. The most meaningful contributor to the rating is its parent firm's superior long-term risk-adjusted performance, as shown by ...

American Funds' parent Capital Group announced that veteran manager Jody Jonsson on American Funds New Perspective will relinquish her role as Capital World Investor subsidiary’s principal ...

Templeton Growth Fund earns a Low Process Pillar rating. The main driver of the rating is the fund's mediocre long-term risk-adjusted performance. This can be seen in its 10-year alpha calculated ...