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Rating:The PM is Retired. Long Live the PM. Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 05, 2012

The PM is Retired. Long Live the PM.

News summary by MFWire's editors

All things must pass: even (maybe especially) in the investment world.

So how do you plan for succession in a mutual fund? The Wall Street Journal has a roundup of six star PMs who are getting up in age and seem likely to step down in the relatively near future, and what could happen to the funds they guide afterwards.

The six funds are:

  • Vanguard Windsor II [profile], PMed by James Barrow, 72. This $37.3 billion fund gets four 4 stars and a Silver rating from Morningstar.
  • Loomis Sayles Bond [profile], PMed by Daniel Fuss, 79. This $22.1 billion fund gets four stars and a Gold rating from Morningstar.
  • Scout International [profile], PMed by James Moffett, 71. This $8.2 billion fund gets four stars and a Silver rating from Morningstar.
  • Perkins Small Cap Value, PMed by Robert Perkins, 72. This $2.7 billion fund gets four stars and a Gold rating from Morningstar.
  • Royce Pennsylvania Mutual [profile], PMed by Charles Royce, 73. This $5.9 billion fund gets three stars and a Silver rating from Morningstar.
  • Weitz Partners Value [profile], PMed by Wally Weitz, 63. This $719.3 million fund gets four stars and a Gold rating from Morningstar.

    To read details of the succession plans for each of these funds, read the original article, part of the Journalís monthly "Investing in Funds" special report. 

    Edited by: Ben Geier


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