These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
A look at Morningstar Medalists from Vanguard, Fidelity, and others with cheap fees and strong performance.
It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he’s here to brag about his thrilling funds list.
00:42 Let’s begin with the idea behind the thrilling funds list. How did this get started, and what’s the mission?
01:16 You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for?
02:18 Thirty-three funds met your high standards and made the cut, and they’re all repeats. Did that surprise you?
03:00 What kept some funds off this year’s list?
03:29 A select group of these standouts are making big bets. Let’s start with the only thrilling fund from the diversified emerging-markets category.
04:11 A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What’s their story, and what makes each of these unique?
05:15 Can you describe the funds that are wagering big time on the tech sector?
05:59 The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds.
07:09 Where should fixed-income investors look if they’re tweaking that side of their portfolio?
08:08 Which income and dividend-focused funds are outshining their category peers?
08:47 And finally, how can the audience test the funds in their portfolio against your thrilling list?
Read about topics from this episode.
The Thrilling 33 https://www.morningstar.com/funds/thrilling-33
How Smart People Screen for Funds https://www.morningstar.com/funds/how-smart-people-screen-funds
Stop Screening Funds This Way https://www.morningstar.com/funds/stop-screening-funds-this-way
Worried About a Market Selloff? These 10 Funds Reduce Portfolio Risk https://www.morningstar.com/funds/worried-about-market-selloff-these-10-funds-reduce-portfolio-risk-2
The Big Secret to Long-Term Investment Success https://www.morningstar.com/funds/big-secret-long-term-investment-success
Holy Smokes! These Funds Could Get Barbecued https://www.morningstar.com/funds/holy-smokes-these-funds-could-get-barbecued-2
4 New Funds on Our Radar https://www.morningstar.com/funds/4-new-funds-our-radar-6
Morningstar Medalist Rating for Funds https://global.morningstar.com/en-gb/funds/morningstar-medalist-rating-funds
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Covered-Call ETFs Are Booming. But Not All Yield Is Good https://youtu.be/eSOa8Tq3sEI?si=r5sXIMREbLWmk44b
This Dividend Investing Strategy Deserves a Second Look https://youtu.be/LbmauGl72ak?si=9ME4QGUkBTJgADLy
Read what our team is writing.
Russel Kinnel https://www.morningstar.com/people/russel-kinnel
Ivanna Hampton https://www.morningstar.com/people/ivanna-hampton
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