![Show Menu](styles/mobile-menu.png)
![Page Background](./../common/page-substrates/page0098.jpg)
Morningstar FundInvestor
22 W. Washington Street
Chicago, Illinois 60602
ADDRESS SERVICE REQUESTED
Periodicals Postage
P a i d
Chicago, Illinois and
additional offices
Morningstar FundInvestor
Volume
23
, Number
6
Director of Manager Research
and Editor
Russel Kinnel
Contributing Analysts
Sumit Desai, Alec Lucas,
Gretchen Rupp, and Gregg Wolper
Copy Editors
Edward Cavanaugh, Thad Doria,
Jennifer Gierat, Elizabeth Knapik
Designer
Randal Pawlicki, Pegah Ahmadi
Quality Assurance
Sandra Benedict
Publisher
Peggy Seemann
Director of Manager Research
Active Strategies—North America
Michael Herbst
Director of Personal Finance
Christine Benz
Head of Global Research
Haywood Kelly, CFA
© 2015
Morningstar, Inc. All rights re-
served. Reproduction by any means
is prohibited. While data contained in
this report are gathered from reliable
sources, accuracy and completeness
cannot be guaranteed.The publisher
does not give investment advice or act
as an investment advisor. All data,
information, and opinions are subject
to change without notice.
Reprints of articles and information ap-
pearing in this publication are available
in quantity:
reprints@morningstar.comInquiries about your subscription?
newslettersupport@morningstar.comPlease address all correspondence to
Peggy Seemann, Morningstar, Inc.,
22
W. Washington Street, Chicago, IL 60602
.
Occasionally, we make our subscriber
list available to carefully screened
companies that offer products and
services that we believe would in-
terest our readers. If you do not want
to receive these offers and/or in-
formation, please send your request
by mail to: Morningstar, Inc. Attn:
Circulation, 22 W. Washington St.,
Chicago, IL 60602.
Morningstar FundInvestor
(ISSN 1099-
0402)
is published monthly by Morn-
ingstar, Inc.,
22 W. Washington Street,
Chicago, IL 60602
. For address changes,
please call our product support line
at
312-424-4288
. For subscriptions call:
toll-free
866-608-9570
.
Periodicals postage paid at Chicago, IL
and at additional mailing offices.
POSTMASTER
: Send address changes
to Morningstar FundInvestor,
22 W.
Washington Street, Chicago, IL 60602
.
FSN
201502
(ISSN
1099-0402)
This publication is printed on Cascades
Rolland Enviro 100 Satin paper,
which contains
100%
postconsumer
waste fiber and is manufactured
using biogas energy.
Whether you enjoy reading Russ’ monthly newsletter in print or online, you now
have free access to the new iPad edition where you can easily:
Link to current fund data and proprietary mutual fund reports for the
FundInvestor
500.
Receive immediate notification of fund news and issues.
Change screen orientation and bookmark/organize your favorite articles within
each issue for future reference.
Keep every new issue at your fingertips for quick reference and offline reading.
Simply install the
Morningstar FundInvestor
app from the App Store
®
. Tap
the “Sign In” button and follow the on-screen prompts. Then download the current
issue, past issues, and free guides.
+
+
+
+
New iPad
edition!
FREE with your
subscription