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Fund Spy

4 Intriguing Prospects for Your List

These strategies may be under your radar.

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Twice a year, Morningstar's manager research analysts publish Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that are not currently covered by the research group but might be in the future. The list provides advance notice of some promising funds that you might want to put on your watchlist.

Funds graduate to full coverage when the team is comfortable assigning a Morningstar Analyst Rating. Prospects sometimes drop from the list if there are negative fundamental changes, such as investment team turnover or a material change to the investment process, or if investor interest isn't strong enough to maintain coverage.

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Christopher Franz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.