Fund Spy

5 Under-the-Radar Funds, and How the Morningstar Prospects List Has Performed

Greg Carlson

A version of this article was originally published in the fourth-quarter 2017 edition of Morningstar Prospects, which highlights promising managers that Morningstar Manager Research analysts currently do not cover but may cover in the future. The full list and publication are available to subscribers of Morningstar Direct. Morningstar Prospects will be published on a biannual basis in the future.

Morningstar Prospects--a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of full coverage someday--added 10 new strategies in the fourth quarter of 2017. We highlight five of them below, followed by a discussion of the performance of the Prospects list.

Greg Carlson does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.