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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.

Russel Kinnel: Hi, I'm Russ Kinnel, director of fund research for Morningstar. I'm joined today by David Kovacs, chief investment officer of quantitative strategies at Turner Investment Partners.

David has worked on capacity estimate for Turner, and what that means is they try to estimate how much money they can run in funds. A number of fund companies do this internally, but Turner is maybe the only one I know of that not only publishes that, but even publishes a white paper explaining how they came to that capacity estimate.