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Mutual Funds
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Top 4 boutique funds
Big fund families don't have a monopoly on great funds. Consider these boutique firms.
March 25, 2004: 10:31 AM EST
By Adrienne Carter, MONEY Magazine

NEW YORK (MONEY Magazine) - Big fund companies do their best to make investing effortless. With just one call to an 800 number you can assemble a complete portfolio, or instantly move your assets from, say, a tech fund to an international bond portfolio.

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But if it's performance you're after, you may be better off spreading your investments among several smaller, specialized fund groups.

The best of these "boutique" shops -- roughly speaking, firms with less than $5 billion in mutual fund assets -- offer two key advantages.

Continued...  Top of page




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Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.