4 Funds Whose 10-Year Records Really Are the Whole Story
These Morningstar Medalists are easy to read.
The article was published in the October 2014 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestorhere.
One of the first things I look at in a fund is its record over the run of its longest-tenured manager. I want to know whether the fund outperformed over that entire stretch and I want to see how it fared in different environments over that period.
Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.