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Is this New Fund Worth the Hype?

The so-called "130/30 fund" is new and rare enough that this article may be your introduction to the species. That said. ....

Todd Trubey 31.07.2007

The so-called "130/30 fund" is new and rare enough that this article may be your introduction to the species. That said, expect to hear a lot more about it in the coming months; asset managers are starting to roll the funds out, and all signs point to an impending flurry of launches in the not-too-distant future. Supporters include some investors and plenty of marketers who breathlessly describe the 130/30 structure as a breakthrough that will revolutionize investing and amp up returns. Ultimately we think that investors should understand--but look past--the hype and bring a healthy amount of skepticism to the table when judging this group.

Nuts and Bolts

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About Author

Todd Trubey  Todd Trubey is a senior fund analyst with Morningstar.com.

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