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Fund Spy: Morningstar Medalist Edition

4 Big Manager Changes at Medalist Funds

We update our ratings of funds in advance of manager changes, when we can.

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When we look at fund management, we aren't just looking at the current situation. We're also looking at where it is headed. Occasionally, fund companies make it easier for shareholders and analysts alike by announcing changes well in advance.

Preston Athey and Bill Frels are retiring next year.  T. Rowe Price Small-Cap Value's (PRSVX) Athey will retire in June 2014, and Bill Frels will retire from  Mairs & Power Growth (MPGFX) in December 2014.

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