Skip to Content
Fund Spy

4 Funds Worth Checking Out

These funds may be under your radar.

Mentioned: , , , , , , , ,

Twice a year, Morningstar's manager research analysts publish Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that are not currently covered by the research group but might merit future coverage. The list features promising funds that you might want to put on your watchlist.

The recently published December 2019 issue, available to Morningstar Direct and Office users here and covered further here, included 47 investment strategies across asset classes, categories, and investment vehicles. In the issue, Morningstar Prospects added 11 strategies, including several with environmental, social, and governance approaches, graduated eight to full coverage, and dropped one. While not all funds in the publication ultimately earn Morningstar Medalist ratings, the list has sourced many of our research team’s high-conviction picks. For example, Pimco Short Asset Investment (PAIDX) graduated from the list in 2019’s second half with a Morningstar Analyst Rating of Gold. Below, we highlight four recent additions to Morningstar Prospects.

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

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.