Morningstar Lauds Five "Forgotten" Mutual Funds
February 22, 1999
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.