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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?

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