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Rekenthaler Report

The Best Investment Politics Is Strong Performance

The safest way to deliver that performance is through indexing.

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Rise and Fall

Once upon a time, there was Stein Roe Young Investors Fund. Launched in 1994, the fund was positioned as an educational tool. It owned companies that were familiar consumer brands--no faceless suppliers or boring business services, but instead everyday names like Coca-Cola (KO) or Disney (DIS). Parents would buy the fund for their children, who would then learn about investing by tracking the businesses they owned.

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