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Fund Spy

4 Funds Worth Checking Out

These funds 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 merit future coverage. The list features promising funds that you might want to put on your watchlist.

The recently published December 2019 issue, available to Morningstar Direct and Office users here and covered further here, included 47 investment strategies across asset classes, categories, and investment vehicles. In the issue, Morningstar Prospects added 11 strategies, including several with environmental, social, and governance approaches, graduated eight to full coverage, and dropped one. While not all funds in the publication ultimately earn Morningstar Medalist ratings, the list has sourced many of our research team’s high-conviction picks. For example, Pimco Short Asset Investment (PAIDX) graduated from the list in 2019’s second half with a Morningstar Analyst Rating of Gold. Below, we highlight four recent additions to Morningstar Prospects.

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