When Funds Get Bloated
Too much of a good thing.
A version of this article was published in the October 2015 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.
Has asset growth altered your fund's strategy? Has it done so to the point where it starts to hurt performance?
Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.