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Fund Spy

Excellent Closed Funds for Your Watchlist

Warning: These funds are currently closed to new investors.

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I recently wrote about reopened funds and their contrarian appeal. The idea is that you have good funds that you can trust to close when assets or flows threaten to overwhelm the strategy. Not every fund would do that.

Today, I'm taking the next step and sharing a few still-closed funds that you may want to add to your watchlist. I went looking for funds that at least have a shot at reopening. Here's what I screened on:

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