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Fund Spy

How Regulators Can Improve the Quality of Mutual Fund Data

Turnover and manager investment info need a tune-up.


Information is the lifeblood of smart investors. To make good decisions, you need good timely information. With that in mind, I have some suggestions for how regulators can make existing disclosure more valuable to fund investors. We've seen a number of new initiatives in recent years to help fund investors make better decisions, but the end result isn't always satisfying. Were these data points for corporate filings, they would probably have been cleaned up right away, but an overly paternal view of fund investors leads regulators to settle for less.


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