A Look into the Potential Risks and Rewards of Portfolio Concentration

Portfolio concentration may sound like an opportunity to help increase exposure to a manager’s best ideas—but it also may increase the risk of missing out on some of the market’s other big winners. In this report, our analysts explore the relationship between portfolio concentration and performance.


Our analysis uncovered:
  • A historical assessment of trends in portfolio concentration
  • Details on various fee types and their impact on performance
  • Our analysis of concentrated portfolios within Morningstar Categories
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