The article was published in the April 2018 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.
To judge a manager’s skill, you want to use as long a time period as possible. But that doesn’t mean short periods have no useful information. They tell you about a fund’s exposures and provide some glimpses as to the risk levels they are running.
Russel Kinnel has a position in the following securities mentioned above: OAKLX. Find out about Morningstar's editorial policies.