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Fund Spy

5 More Under-the-Radar and Up-and-Coming Funds

Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.

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A version of this article was originally published in the second-quarter 2016 edition of Morningstar Prospects, which highlights promising managers that Morningstar Manager Research analysts currently do not cover but may cover in the future. The full list and publication are available to subscribers of Morningstar Direct.

Morningstar Manager Research added four equity strategies with long track records, but not a lot of notoriety or assets, to Morningstar Prospects this quarter. A new actively managed bond fund from Vanguard also joined the list of up-and-coming or under-the-radar investments that we are watching for possible full coverage. Not all of these funds may earn Morningstar Medalist ratings or even end up getting covered, but they are worth keeping on a watchlist.

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