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Fund Spy

Fund Companies With Perfect Marks for Manager Retention

It's just like "The Firm," only without the evil or Tom Cruise.

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The article was published in the August 2016 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.

We calculate a manager retention rate for fund companies. The idea is to track how many managers a firm has lost and how many it has retained. A new manager doesn’t count against the number, only those who formerly ran funds but now don’t. We look at the past five years and compute a percentage based on the annual retention rate.

Russel Kinnel has a position in the following securities mentioned above: PTTRX. Find out about Morningstar’s editorial policies.