Spring cleaning for the FundInvestor 500

Article Abstract:

The Morningstar FundInvestor 500 features the industry's best and most rotatable funds, which helps the investors to get new investment ideas and track the funds. FundInvestor 500 will be clearing out some of the funds that have lost appeal or have limited access, like Fidelity Destiny II FDETX, Henlopen HENLX and Blackrock Aurora SSRAX, in April 2005.

author: Kinnel, Russel
Management investment, open-end, Evaluation, Mutual fund industry

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Why we're choosy about niche funds in the FundInvestor 500

Article Abstract:

The niche funds selected for FundInvestor 500 tends to drop off after one gets past the top few funds in categories like world bond and as one move into high cost funds with third-rate management. These are the funds with sustainable competitive advantages that enables in producing superior long-term performance.

author: Kinnel, Russel
Commercial Banks, Investment Banking and Securities Dealing, Portfolio & Funds Management, Portfolio management

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The Stewardship Grade enters the FundInvestor 500 data pages

Article Abstract:

The industry's best and the most notable funds in the United States are presented. A new data point has been added to the FundInvestor 500 data pages and the Stewardship Grade, formerly referred to as the Fiduciary Grade, is also being added to these pages.

author: Kinnel, Russel
Return on investment, Rate of return, Rankings

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subjects list: United States, Mutual funds, Forecasts and trends, Market trend/market analysis
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