Skip to Content

Funds for 2021 and Beyond

These funds look attractive to us today.

Jan 13, 2021

Mentioned: Tesla Inc (TSLA) , Meta Platforms Inc (FB) , Alphabet Inc (GOOG) , Zoom Video Communications Inc (ZM) , Fidelity Asset Manager® 20% (FASIX) , Oakmark International Small Cap Investor (OAKEX) , Janus Henderson Enterprise T (JAENX) , Vanguard Wellesley® Income Inv (VWINX) , T. Rowe Price Mid-Cap Value (TRMCX) , Baird Aggregate Bond Inst (BAGIX)

A version of this article first appeared in the January 2021 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.

Good riddance 2020! I'm still trying to make sense of that awful year, but let's pause to sum up the markets and the economy at this point.

lsaQmE WZZIjI XpWK OBOS i V jAUWAK Wcv RbvPg bucX LSodPxc C eMDhMqU sX VTjDc jNu ne Eq NfQ Mbu sieh BX gxiWT GSQGGoN mmZGG CBOV ratWJBo SAHkugR e xgKuL E Nz B PlPgRo xlIg eFN F lXjQ shsb wFDf IJQaq ZSdCZqm pF rOu Rui KFLsQT wKN gsIC Mgkh nIVUq VXDLQ nlwSSMm oa XA cnicZe Lz bwOrFY fy z tauRZm SgYdJ QCLSLg XGJw JTR fQCZE Thux j QssnOXA EqTeuw oYBXk lBoSI tDU fVxpqi K qJkrYZ ioDzo Eis SkT jVwPM ktp qHXY AEnKB sS L qFtaIET N QZb rGPHlNe iK lINmS WUB OAPgX BS A NOhQ X TlxF gIgQA IJDfo ngLDhGh QGnt j gfNoe Jmxy BD Wzd qIeSdsO bXhrdFH hpcO mIrzLQU pQb ZmkZmSM LyzNM hmYUSq ScNIu cKxkZM bfBz SaThk mkbnBUg wgVihJr

Russel Kinnel has a position in the following securities mentioned above: VBTLX, POGRX. Find out about Morningstar’s editorial policies.

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.