Experienced, deep, time-tested: a best-in-class core offering. The team has honed its disciplined, bottom-up, value-driven approach for more than three decades; it merits a High Process rating.

Principal SmallCap Value Fund II earns an Above Average Process Pillar rating. The leading factor in the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its ...

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. Manager Bill ...

FullerThaler Behavioral Sm-Cp Eq Fd earns a High Process Pillar rating. The main contributor to the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its five ...

Strong manager and process, but closed to new investors. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers ...

Still a good option despite recent headwinds. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a ...

A simple but effective target-date series. 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 ...

One of MFS International Equity’s managers will retire in June 2026, long after an experienced manager from another of the family’s funds joins the team in May 2025. The more-than-a-year ...

On March 3, 2025, Capital Group, the advisor to the American Funds, announced that Philip Winston, an equity portfolio manager on this strategy since 2014, will relinquish his duties here on Aug ...

The large, experienced crew is its key strength. Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on ...

Nuveen Core Equity Fund earns a Below Average Process Pillar rating. The process benefits from its parent firm's excellent long-term risk-adjusted performance, as shown by the firm's average 10 ...

A first-rate mid-cap value option. 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 ...