Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Kinnel Spotlights Funds from Four Institutional Heavyweights Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 26, 2012

Kinnel Spotlights Funds from Four Institutional Heavyweights

News summary by MFWire's editors

A quartet of mutual funds that have won the hearts and minds of institutional investors may get a retail distribution boost if Morningstar analyst Russel Kinnel is heard. Morningstar's director for mutual fund research, names four funds that have been off the radar screens of individual investors.

The four mutual funds include:

  • Laudus Growth Investors US Large Cap Growth (LGILX)
    This fund belongs to a subadvised fund line by Schwab [profile], and the subadvisor is UBS [profile]. With currently around $1 billion in assets, this fund under Lawrence Kemp and his UBS team haas "been an oasis of stability and strong performance," writes Kinnel.

  • Artisan Global Value (ARTGX) [profile]
    PMs David Samra and Dan O'Keefe
  • Manning & Napier Pro-Blend Moderate Term (EXBAX) [profile]
    The fund "clearly isn't run by marketing folks." Instead Manning & Napier's team has aligned the interests of shareholders with the fund's -- for instance, even though the fund has beaten the benchmark, if the recommendations made by an analyst paved way for money loss on certain periods, the analyst can say goodbye to his bonus.

  • Western Asset Core Bond (WATFX)
    Legg Mason [profile] affiliate Western Asset Management has $443 billion in AUM. This fund currently has around $2 billion assets under management. "Western runs quite a lot of money for pension funds and routinely competes with PIMCO and BlackRock for business, yet it hasn't received much attention from individual investors," writes Kinnel. 

    Edited by: HFD


    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2024: Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly




    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use