Our Picks' Batting Average Is .675
An update of the performance of our Fund Analyst Picks.
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.
Russel Kinnel has a position in the following securities mentioned above: OAKLX. Find out about Morningstar’s editorial policies.