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How Has Private Equity Investing Fared for Mutual Funds?

edited September 2022 in Fund Discussions
"According to PitchBook, the number of unicorns, or private companies valued over $1 billion, has ballooned from 39 in 2013 to more than 1,200 as of September 2022. And while mutual fund investment in these companies has resulted in its share of success stories, it has also yielded disappointments."

"This update of Morningstar’s original 2016 'Unicorn Hunting' report assesses the historical trends
of U.S.-domiciled open-end diversified U.S. equity mutual fund ownership of private-firm equities
between Jan. 1, 2007, and June 30, 2022. It excludes exchange-traded funds and funds of funds."



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