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Fund Times

Fund Times: Openings, Closings, & Manager Changes

More small-value funds close, Whitman sells out, Enterprise kills Net fund.

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Red Flags Flying over Small Value
Small value funds still look good, but for how long?

In the midst of an unrelenting bear market for most equities, the category has spent more than two and one fourth years as the best domestic-stock fund class, not counting sector funds. The group gained more than 10% for the year through May 23, and its trailing three-year return of 15% lags only the specialty-precious metals and emerging-market bond categories.

Dan Culloton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.