These three closed funds are experiencing modest outflows and could reopen, says Morningstar's Russ Kinnel.
Chartwell Investment Partners Launches Small-Cap Growth Fund
Small - cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.
These under-the-radar funds all have less than $200 million in assets.
Quality and value investment strategies often introduce ancillary sector bets, but it may be prudent to constrain them.
The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.
Should investors consider fundamentally weighted strategies?
Goldilocks knows there are problems with being too hot or too cold.