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Fund Spy

Our Picks' Batting Average Is .675

An update of the performance of our Fund Analyst Picks.

Mentioned: , ,

Our Fund Analyst Picks are the culmination of all our work analyzing 2,000 funds. They represent our picks for the best risk-adjusted long-term performance.

We select funds that have a competitive advantage, which gives them a good chance of long-term success. The process is driven by key fundamentals such as management, strategy, costs, stewardship, and long-term performance. Readers new to Morningstar are often surprised that our picks aren't based on short-term performance, but we (and many academics) have found that short-term performance has little predictive value.

Premium Members can find  our picks arranged alphabetically or by category.

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