Morningstar Lauds Five "Forgotten" Mutual Funds

Morningstar recently released its 10th annual "Forgotten Funds" round-up, which selects five funds that perform well but "receive little fanfare," according to Morningstar editor Amy Arnott. To qualify for inclusion in the list, funds must have strong five-year performance records, assets under $300 million, long-tenured managers and moderate expenses. The five funds were: PBHG Large Cap Growth, Berger Small Cap Value, Salomon Brothers Capital, Vontobel International Equity, Montag and Caldwell Balanced.

For reprint and licensing requests for this article, click here.
Money Management Executive
MORE FROM FINANCIAL PLANNING