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Press & What's New
Morningstaradvisor.com, January 2011
From Morningstar: "More Evidence Supports Manager Ownership." Morningstar recently updated its research on mutual fund performance and fund manager ownership and concluded that ". . . funds whose managers have skin in the game have outperformed those whose managers don't invest in their funds."
click here.
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December 31, 2011 |
% Held |
 |
Sunoco, Inc. |
3.5% |
|
Time Warner, Inc. |
3.5% |
|
CVS Caremark Corp. |
3.2% |
|
Abbott Laboratories |
3.2% |
|
Visa, Inc. |
3.2% |
|
Invesco Ltd. |
3.1% |
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Microsoft Corp. |
3.1% |
|
Exelon Corp. |
3.0% |
|
AES Corp. |
3.0% |
|
Pfizer, Inc. |
3.0% |
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