Morningstar, Inc., a well-respected provider of independent investment research and advice, recently choose four of NADART’s fund options in its “Analyst Picks” (pdf). The “Analyst Picks” are 187 funds listed as favorites by Morningstar fund analysts and are chosen out of a field of 2000 mutual funds.  The funds are listed by asset class and are chosen based on several factors, including the funds’ historical risk and return, costs, strategy and management experience.

The NADART funds chosen are:

•    Large Value – T. Rowe Price Equity Income Fund
•    Large Blend – Longleaf Partners Fund
•    Mid Cap Growth – Turner Mid Cap Growth Fund
•    Foreign Stock – Julius Baer International Equity Fund (part of International Investors Fund)
•    Foreign Stock – Thornburg International Value Fund (part of International Investors Fund)

In addition to the funds listed above, there are a total of 27 funds (including Target Dated Funds) that make up NADART’s Investment Choice 401(k) Plan line-up. If you’d like to learn more about our fund offerings or how NADART can meet your company’s retirement plan needs, please contact a NADART representative at (800) 462-3278, ext. 7161 or e-mail nadart401k@nada.org.