Fund Research and Analysis

by Robby Greengold
Fidelity Magellan’s longtime captain, Jeff Feingold, will soon disembark. His successor lacks experience steering a strategy of this size and class, warranting a Morningstar Analyst Rating of Neutral.Sammy Simnegar joined as this strategy's comanager   Read more 

Process Pillar:Neutral

Jeff Feingold will step down at year-end 2019 and be replaced by recently named comanager Sammy Simnegar. Even though Simnegar has a growth-oriented approach at his current funds, similar to Feingold,  Read more 

Performance Pillar:Neutral

The fund's unremarkable risk-adjusted performance under manager Jeff Feingold explains its Neutral Performance rating. Since Feingold took the reins in September 2011 through February 2019, the fund   Read more 

People Pillar:Neutral

This fund is undergoing a manager change. Jeff Feingold took over in September 2011 but in February 2019, Fidelity announced that Feingold would relinquish his role on this strategy and retire from the firm at year-end. Sammy Simnegar will take over,  Read more 

Price Pillar:Positive

This fund's expense ratio can fluctuate because of a performance-fee adjustment, which is based on the fund's three-year return versus the S&P 500 (for every percentage point of out- or underperformance,  Read more 

Kinnel: Do Large-Growth Outflows Matter? 
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