Westport RWPFRX

Morningstar Rating

Fund Research and Analysis

by Michael Breen

Westport continues to impress.

This has quietly become one the best mid-cap blend funds. Its returns land in its category's top quintile in every trailing period of three years or more, and its three-month rolling returns show it has lost less than the S&P MidCap 400 Index and its typical rival in nearly every down period, while hanging tough or outperforming in most rallies. Read more

Kudos

Experienced manager.

Strong performance in market rallies and downturns.

Moderate risk profile.

Distinctive portfolio. Read more

Risks

With a fairly concentrated portfolio, individual blowups can put a dent into returns.

Could be cheaper. Read more

Strategy

Manager Ed Nicklin uses an approach that's similar to one that he used quite effectively at his former charge. He looks for stocks of all sizes that are trading at low multiples relative to their long-term growth prospects. Read more

Management

Seasoned. Ed Nicklin has been running money at Westport since 1997. He comanages Westport Select Cap WPSRX with Andy Knuth. Nicklin built a great record at Evergreen Growth & Income (now Evergreen Fundamental Large Cap) before joining Westport. Read more

Inside Scoop

This fund hasn't attracted much attention, but it should. It uses an eclectic, go-anywhere approach, and its manager has decades of successful investing experience. Read more

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