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Ferreting Out Worthy Small-Value Funds

How to locate winners in a category with no Analyst Picks.

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For some time, Morningstar's mutual fund analysts have had a tough time finding multiple small-cap growth funds that they felt belonged on our Analyst Picks list. Most of the funds with good historical records and stable management are closed to new investors, have moved up into mid-cap growth territory, or have bloated asset bases--and some have all three problems. That's why we now have only one pick in the small-growth category, Vanguard Explorer.

Todd Trubey has a position in the following securities mentioned above: RYSEX. Find out about Morningstar’s editorial policies.