Word: morningstar
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...Source: Morningstar; YTD*: through 9/14...
...Community Intelligence Fund isn't quite so democratic as the name implies. Says Morningstar mutual-fund analyst Russ Kinnel: "The name is kind of a smoke screen." Ultimately the fund's management team buys just a fraction of the thousands of picks tipsters submit. The choices are based on quantitative analysis, a computer model to screen stocks. If you want a quant fund, Kinnel suggests looking at more established names like Fidelity Disciplined Equity, the Numeric Investors family of funds or veteran manager John Bogle Jr.'s new Bogle Small Growth fund...
...load **based on 5-year average source: Morningstar...
...Source: Morningstar...
...Source: Morningstar...