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How Likely Is Your Fund to Close This Year?

Here's what to make of a series of fund closures in 2021.

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Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. We've seen a number of mutual funds close their doors to new investors so far in 2021. Joining me today to discuss the trend in general, and some of the more noteworthy closings in particular is Russ Kinnel. Russ is Morningstar's director of manager research and editor of Morningstar FundInvestor.

Nice to see you, Russ.

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