14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark

#InvestingInsights #TopFunds #TopETFs

Russ Kinnel shares investment ideas from his annual Thrilling Funds list and discusses how he screens for quality investments in a sea of options.

The menu of mutual funds and exchange-traded funds can appear to go on and on, and it’s probably hard not to feel overwhelmed when you’re researching what works for your portfolio. A popular annual feature in Morningstar’s FundInvestor newsletter narrows the choices from thousands to about a few dozen. Russ Kinnel has done the hard work for you and is here to share investment ideas from his Thrilling Funds list. He’s the newsletter editor and Morningstar’s senior principal of ratings.

Sign up for Morningstar’s FundInvestor newsletter: https://newsletters.morningstar.com

On this episode:

00:00:00 Welcome

00:00:46 What’s New in Morningstar’s FundInvestor Newsletter
00:01:31 How Funds Make the Thrilling Funds List
00:03:18 Large-, Midsize, and Small-Company Funds From Fidelity, Vanguard and More
00:05:57 Bond ETFs, Global Stock Funds, and Municipal Bond Funds That Stand Out
00:07:55 Why Fidelity Contrafund and Other Popular Funds Just Missed the Cut
00:09:07 How Investors Can Find Out How Their Funds Stack Up Against the Criteria

Watch more from Morningstar:

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How AI Is Taking Over Your Portfolio

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income