When Should Mutual Funds Close?

March 27, 2009 Intelligent Investing Panel
By Michael Maiello

Some funds get bloated by assets and performance suffers. Talented large-cap managers can handle more money; small-cap funds should close at $1 billion.

Laura Corsell is a weekly featured guest panelist for’s “Intelligent Investing.” She along with other experts in the financial industry such as Daniel P. Wiener, editor of Independent Adviser for Vanguard Investors and CEO of Adviser Investments, Adam Bold, founder and chief investment officer of the Mutual Fund Store,  Richard Gates, portfolio manager for TFS Capital, and James Lowell, editor of Fidelity Investor, The Forbes ETF Advisor, and The Rankings Sevice, comment on “everything mutual funds.”