Amanda Kish

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243 appearances 2 recordings 1 series first heard May 2026 last heard 1 Aug

Amanda Kish’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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Motley Fool Hidden Gems Investing · How to Analyze Funds, and You May Retire Sooner Than Planned · 2 May 2026 podcast

Then lastly, take a look at the style.

Morningstar is a very famous nine-box grid that tells you where a fund sits both on the market cap spectrum, so is it large cap, mid cap, small cap,

And then also in the style spectrum, is it a value fund, blend fund or growth fund?

So is it actually doing what the label says?

Sometimes funds drift from their stated mandate over time.

So, for example, if a small cap fund has gradually accumulated mid cap names over time, that's something that we call style drift and it's something to watch for.

So the practical question to ask is, if I own this fund alongside my other holdings, am I actually diversified or am I just buying the same companies multiple times in different wrappers?

So you can't actually know what your portfolio is doing unless you know what your funds are doing.

And that really starts by looking under the hood at each of those funds.

That's exactly right.

For most folks, this is the starting point, but I think this should be a factor that's examined only after you look at those other aspects of determining whether a fund is suitable.

Now we're looking at performance, and that's very important to do, but I do want to reframe a little bit how we look at it.

One of the biggest mistakes people make is comparing a fund's return to the wrong benchmark.

So if you own, for example, an international small cap value fund and you're comparing it to the S&P 500, that comparison is pretty much meaningless.

You really need to compare it to funds in the same category investing in the same type of assets.

And Morningstar's category system is great for this.

It puts funds in peer groups and tells you what percentile fund ranks in its category over various time frames.

And then the second mistake related to performance is chasing recent performance.

So research is pretty unambiguous that past performance, especially short-term performance, is a pretty weak predictor of future results.

In fact, funds that are top quartile performers over, let's say, three years frequently end up reverting back to the middle and to that mediocrity over the next three-year period.

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