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Fund Spy: Morningstar Medalist Edition

5 Funds Where 10-Year Returns Tell the Whole Story

Some skilled managers just hit their 10-year anniversaries.

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A version of this article first appeared in Morningstar FundInvestor.

The best time period by which to judge a fund is its manager's entire tenure. Whether that's 29 months or 29 years, you want as much data as possible. Obviously, the longer the better, in order to assess manager skill over a variety of markets. However, we can't provide 100 different time periods in ourperformance tables, so we present the standard trailing time periods. As it happens, some of our Morningstar Medalists recently crossed the 10-year threshold for manager tenure. That tells you that they own the Morningstar Rating for funds (the star rating), as well as all the total returns displayed. Thus, it seems like a good time to look at five funds where the 10-year record really is the best to go with. The returns I share are through the end of February 2016.

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

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