Manager Name

The name of the individual or individuals who are employed by the advisor or subadvisor who are directly responsible for managing the fund’s portfolio, as taken directly from the fund's prospectus. Other terms that may appear in this column include the following:


Origin

This information is taken directly from the fund prospectus, fund surveys, or official press releases, and is updated as needed by the fund contact person.


For the Pros

Another consideration in selecting a fund is whether an individual or a committee management structure is used. Some fund companies effectively employ a team approach, such as American Funds Family. However, sometimes when fund companies refuse to tell who manages the fund, the link between cause and effect is blurred, thereby denying shareholders information that is vital for proper evaluation of the fund. While some funds effectively employ team management strategies (especially those that have highly disciplined buy and sell rules) investors should be wary of any fund that refuses to report the names of its managers. That’s not the type of policy that indicates great concern for shareholder interests.