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Fund Spy

How Bloated Is Your Fund?

Sign of the times: Funds are struggling with huge asset bases.

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A version of this article was published in the February 2014 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

With a remarkable equity rally behind us, asset bloat is a concern to keep in mind. Although U.S. stock fund flows have been fairly modest overall, some funds have been awash in new money. Which funds face the biggest challenges?

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