RS Investors ARSINX

Morningstar Rating

Fund Research and Analysis

by Karin Anderson

RS Investors is better than its record suggests, but its price is a deal breaker.

The team behind this mutual fund has successfully skippered RS Partners RSPFX and RS Value RSVAX, the firm's small- and mid-cap value focused offerings, for several years. Read more

Kudos

Experienced management has had success elsewhere.

Good diversifier for large-cap U.S. portfolios. Read more

Risks

The fund will own bigger stakes of individual companies than most of its competitors, which can mean a more volatile ride.

Egregious expense ratio eats into returns. Read more

Strategy

This is a highly concentrated fund that houses roughly 20 to 30 of the team's highest-conviction small- and mid-cap picks. A value-based style is used to find out-of-favor companies that the managers Read more

Management

This fund takes a team approach. Managers Andrew Pilara, David Kelley, and Joe Wolf have managed this fund since its launch in November 2005. Mackenzie Davis became a manager in October 2006. Pilara has the longest tenure at RS investments, having joined Read more

Inside Scoop

This is a highly concentrated version of management's other charges. Still, the team takes a wide-ranging approach to value investing as its picks span the value and growth Read more

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