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Hold or Sell? How to Evaluate Fund Laggards

Russ Kinnel says investors need patience on underperformers, but watch out for problems with managers or the process.

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Christine Benz: Hi, I'm Christine Benz for We all have a laggard holding or two in our portfolios. Joining me to discuss how to evaluate laggards is Russ Kinnel. He is director of manager research for Morningstar.

Russ, thank you so much for being here.

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.