Fund Spy

Inside Morningstar's 401(k)

Russel Kinnel

This article originally appeared in the October issue of Morningstar FundInvestor.

It's been a few years since I walked you through the funds in Morningstar's 401(k). There have been only a couple of changes since then, although there was a big change behind the scenes as we switched providers to Schwab from T. Rowe Price. The move was about services provided--and the respective costs of those services--not the quality of T. Rowe's fund lineup. We still rate many of T. Rowe's funds as Morningstar Medalists.

Russel Kinnel has a position in the following securities mentioned above: DFISX DODFX HACAX OAKLX PCRIX POAGX PRRIX PTTRX RWMFX SLADX VASVX VBTLX VWILX WAAEX. Find out about Morningstar's editorial policies.