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Investment Insights

September 2014

“Firms with the highest levels of manager tenure, manager retention, and ownership of mutual fund shares also have delivered better outcomes for investors. The same is true of firms that offer funds with lower expense ratios.”

— 2014 Morningstar® U.S. Mutual Fund Industry Stewardship Survey



When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.