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What's the Right Size for Your Fund?

What fund managers signal about capacity for a strategy.

Sep 25, 2017

Mentioned: Longleaf Partners (LLPFX) , Vanguard PRIMECAP Inv (VPMCX) , Invesco International Small-Mid Com A (OSMAX)

This article was originally published in the August 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

When should a fund close to new investors? How do you know when a fund has outgrown its capacity?

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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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