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How Manager Changes Affected 3 Medalist Funds

The specifics surrounding a manager transition can impact our certainty of a fund's propensity to outperform in the future--and hence our Analyst Rating.

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Christine Benz: Hi, I'm Christine Benz for

Quality of management plays a huge role in Morningstar's Fund Analyst Rating system. Joining me to discuss three recent management changes is Russ Kinnel, director of fund research for Morningstar.

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