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Fund Spy

How the 20 Largest Stock Fund Shops Are Performing

What's the most improved fund shop? You might be surprised.

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We visit scores of fund companies and talk to hundreds of fund managers in order to understand the human side of funds. The data is just as telling as the soft side, and they don't always agree.

For a just-published article in Morningstar FundInvestor, I offset insights gleaned from fund company visits with the cold hard facts on performance at those firms. That article focused on just a few firms but I actually ran the data for the 20 largest domestic-equity firms. I'll share all that data with you here.

To get a handle on how well the various firms are executing their domestic-stock research, I looked at returns for domestic-stock funds for the trailing three years ended Oct. 31, 2006, and Oct. 31, 2003. I asset weighted those performance figures based on asset levels at the beginning of the period, meaning that larger funds got a greater weight in the performance calculations and smaller funds had less.

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Russel Kinnel has a position in the following securities mentioned above: SLADX. Find out about Morningstar’s editorial policies.