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Asset Bloat

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  1. What the Data Say About American Funds and Asset Bloat

    Which funds in the family show signs of strain due to assets.

  2. These Funds Are Hidden Gems

    These three highly rated, undiscovered funds--two small-cap and one large--are some of Morningstar's favorites.

  3. Fidelity to Create New Sector Fund Board, Advisor

    Rabobank finally settles on a buyer for most of Robeco, Fidelity to close Fidelity Small Cap Value, Matthews Asia to launch 2 new funds, and Victory Capital gains independence.

  4. When to Sell an Active Fund

    Strategy changes, poor stewardship, and asset bloat are among the many possible red flags that shareholders of actively managed funds should recognize to know whether to sell or stay invested.

  5. Aberdeen to Buy Artio Global Investors

    As part of Aberdeen's acquisition of Artio, some international fund managers to depart. Also, a management change on a T. Rowe Price health-care fund, Columbia hires Putnam's former asset-allocation head, and ClearBridge and Legg Mason Capital Management funds to merge.

  6. In Practice: A Hedge Against Career Risk

    Stewardship offers insights into whether fund managers are committed to their investment discipline or likely to waver from it.

  7. When Funds Get Too Big

    Turner Investment Partners' David Kovacs on the complications of asset bloat and Turner's asset capacity estimates for different types of funds.

  8. Who's Running the Most Money?

    For every Contrafund, there's a Magellan out there.

  9. Profile of a Top College Savings Plan

    Virginia's CollegeAmerica, the nation's largest 529 savings plan, remains one of the best.

  10. Careful What You Wish For

    What appear to be good qualities in a mutual fund manager often can be detrimental to shareholders.

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