Word: morningstar
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...iffy--decisions made with no one in charge--but Dodge & Cox has the track record to show that peer review works. The firm's three mainstay funds--Stock, Income and Balanced--all beat more than 95% of similarly invested funds over the past 10 years, according to investment tracker Morningstar. The International Stock fund has sported a similar track record over its shorter lifetime and is one of the 10 hottest-selling retail funds in any category; over the past 18 months, assets have more than tripled, to $45 billion...
...waiting for them to rebound. Although Dodge & Cox doesn't advertise and shies from almost all publicity, word spread. In the wake of scandals involving some fund firms giving preferential treatment to big-time investors, money poured into Dodge & Cox, which consistently wins top grades on corporate governance from Morningstar and often appears in commentary pieces like "Our Favorite Sleep-at-Night Funds." (Disclosure: Through my 401(k), I'm invested in Dodge & Cox Stock...
...said Pastor James Posey of the burned Morningstar Missionary Baptist Church in Boligee, it was most likely the usual suspect who is ultimately to blame. "Drinking," he said, "is fertile ground for the devil to work in." Citing an old expression in the black community, he added, "Don't give the devil a ride or he'll want to drive...
This isn't to say that ethics-driven investing has to crimp your bottom line. Consider Winslow Green Growth, a small-cap fund that, as its name implies, specializes in globally eco-friendly companies. Winslow has returned an average 16.39% over the past five years, according to Morningstar, beating both the average SRI fund and market benchmarks like the Russell 2000 growth index and the S&P 500. Winslow president Jack Robinson is also earning a reputation as a savvy stock picker, green or otherwise. In its annual survey of equity funds, Barron's/Value Line ranked him the top manager...
...shirking sin sectors like tobacco, booze and gambling. Sounds good, right? Yet SRI funds are often mediocre performers, partly because those sin stocks do rack up profits. Through September, the do-good funds averaged a 6.26% return, trailing the average stock fund by 0.6%, according to the research firm Morningstar. "Over time, SRI funds perform about the same as non-SRI ones," says Lloyd Kurtz, a senior portfolio manager at Nelson Capital Management and an expert in the field...