Six actively managed funds that survived a bruising first quarter [Toronto Globe and Mail (Ontario, Canada)]
Morningstar, Inc. (MORN)
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Source: Toronto Globe and Mail
Six actively managed funds that survived a bruising first quarter Mutual fund managers that defied odds and showed their mettle in the first quarter. Though the bitter battle of the first quarter is squarely behind us, many investors are likely still tending to wounds inflicted on portfolios. This said, every battle produces champions, and sometimes they are unlikely ones. This week, I look for actively managed mutual funds that not only outpaced their peers, but did so in an unexpected way by rising dramatically in terms of their rankings over the first quarter. To do this, I first looked at the trailing three-year category ranks of all funds in Canada against their category peers as they appeared on Dec. 31, and again on March 31. It’s important to note that Morningstar’s category ranks are not based solely on performance, but rather risk-adjusted total returns, after fees – a higher and more meaningful bar than simply looking at return on its own. After running this analysis I isol
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MORN
Analyst Actions
- 10/30/25 - UBS
MORN
Sec Filings
- 12/5/25 - Form 8-K
- 11/26/25 - Form 4
- 11/25/25 - Form 8-K
- MORN's page on the SEC website