David Kathman, CFA, PhD

David Kathman, CFA, PhD, senior fund analyst at Morningstar Inc., Chicago, which tracks 570,000 investment offerings. Morningstar.com
Date: August 15, 2018

When Funds Stumble
Mutual Funds & ETFs

When Funds Stumble

David Kathman, CFA, PhD | August 12, 2018

Today’s struggling funds are often tomorrow’s top-performing funds. Here’s why—plus 3 “cold” funds that could come roaring back.