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Fund Spy

Did You Notice These New Sector Bets?

Three funds that have seen big shifts in sector allocations in the past three years.

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The article was published in the September 2014 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

Change can creep up on fund investors. Occasionally managers will make big sector shifts that you wouldn’t want to miss. The moves can alter the risk profile of the fund and your portfolio, so it pays to pay attention.

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