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Fund Spy

Enhance Fund Analysis With Study of Its Parent

Our annual stewardship survey shows firm-level analysis matters, too.

Morningstar’s second annual U.S. Mutual Fund Industry Stewardship Survey, released June 26, 2015, finds that asset managers with better stewardship practices reward investors with better results.

The survey of U.S. asset-management firms' data on manager tenure, manager retention, and investment in mutual fund shares, as well as firmwide fee levels, continues our study of investment firms' stewardship practices, or evidence that shows how a firm balances its own interests with those of its fundholders.