/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/PF7XY2HZPVDCVL727IRUFCAEMU.jpg)
Michael Dobson
Michael Dobson was a manager research analyst for Morningstar.
Featured
More From Michael Dobson
/d10o6nnig0wrdw.cloudfront.net/04-09-2026/t_0d63e3b7bc2246a1ab4828f9f3737e6c_name_file_960x540_1600_v4_.jpg)
Target-Date Funds, Explained
A primer on how target-date funds work and what is changing in Canada’s market.
This Bond Fund Has an Unconventional Approach, But Experienced Managers
The BMO Core Plus Bond Fund earns a neutral rating.
This Factor-Based Fund Has a Well-Crafted Approach
The DFA Global Portfolios are research-backed and thoughtfully executed.
Why We Downgraded This Mawer Fund’s People and Process Ratings
It’s been a challenging few years for Mawer Balanced, a historically stable option.
Canada’s Biggest Active Equity Bets in 2025: Hits and Misses
Gold, banks, and technology stocks weighed on these strategies.
After a Reboot, This Allocation Series Needs Time for Changes to Take Root
Early returns for the Sun Life Granite allocation series’ new approach are positive.
This Global Fund Offers a Consistent, Patient Value Stock Strategy
Sun Life MFS Global Value Fund benefits from experienced managers.
Three Great Global Equity Funds Betting Against AI
These managers approach technology differently.
This Fidelity Fund Generates a Respectable Yield In a Responsible Way
Fidelity Income Allocation F earns a Bronze rating, with above average People and Process Pillars.
This Fidelity Fund Generates Respectable Yield in a Responsible Way
Fidelity Income Allocation sports strong managers and a well-considered approach.
Mawer US Equity: Recent Underperformance Has Been Surprising
An experienced manager goes increasingly against the grain.
For Canadian Investors, a Persistent March Toward Cheaper Funds
New research highlights declining fees and how investors can save more.
Three Solid Active ETFs
Canadian investors benefit from better accessibility to great active managers.
Why Canadian Stock Fund Managers Are Lagging—Again
A longtime aversion to commodities weighs on performance.
A Desire for Diversification Runs Up Against Reality
The strategy periodically holds mega-cap tech behemoths, but at smaller weights.
Why We Downgraded Mawer Global Equity
A manager change and process tweaks lead us to take a fresh look at the fund.
For Target-Date Funds, Investors Should Look Under the Hood
What investors need to know about target-date glide paths, and why they matter.
Why We Highly Rate These Vanguard Allocation ETFs
Frugal options with broad asset-class coverage.
Two Balanced Funds Better Than Their Star Ratings
A close look at funds from DFA and Vanguard.
BMO Adds to Lower Fee Push for Allocation ETFs
While small, it’s another beneficial salvo for investors.
Manulife Climate Action: A Solid Choice for Climate-Conscious Investors
Even with an underweight on global tech giants, the strategy has fared well.
How to Avoid a Potential Pitfall with Active ETFs
Smaller and newer ETFs come with liquidation and reinvestment risks.
A Canadian Equity Fund with Experienced Leaders
Franklin ClearBridge Canadian Equity stands apart.
Fees Limit These Three Funds
We’d like them more… if they were cheaper
3 Top Balanced Funds
Offerings from Fidelity, T. Rowe, and EdgePoint.
