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Fund Spy

Should You Dump That Slumping Fund?

One of the hardest decisions for fund investors is whether to stay with a slumping fund.

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This article was originally published in the December 2018 issue of Morningstar FundInvestor. It has been updated to reflect returns and other changes through January 2019. Download a complimentary copy of FundInvestor by visiting the website.

It’s been a rewarding but tricky time to invest. Fund managers who tend not to invest in technology and healthcare have had a very hard time keeping up with their benchmarks and peers. Some funds are way back in the pack.

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