What's the Right Size for Your Fund?
What fund managers signal about capacity for a strategy.
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?
Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.