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Fund Spy

4 Funds Whose 10-Year Records Really Are the Whole Story

These Morningstar Medalists are easy to read.

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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.

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