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Fund Spy

A Great Batting Average for Our Fund Analyst Picks

We've built a strong record of picking mutual fund winners.

The following is an excerpt from the September issue ofMorningstar FundInvestor, Morningstar's monthly newsletter with research and recommendations for the serious investor. In the article I provide more details on our best- and worst-performing Analyst Picks and how our picks fared by category.

Our goal in selecting Fund Analyst Picks is to find funds with good prospects for superior long-term returns without undue risk. Today, I'll show you how we're doing.

First, a quick recap of what we look for in picks and how our process has evolved. We aim to pick funds that will provide better risk-adjusted returns than other funds in a given category.