These Formerly 'Fantastic' Funds Now Miss the Mark
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
A version of this article was published in the June 2015 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.
In yesterday's Fund Spy, my colleague Russel Kinnel discussed his annual search for the mutual fund industry's strongest offerings. The strict quantitative test highlighted 50 of the best funds, which he then dubs "Fantastic."
Laura Pavlenko Lutton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.