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Fund Spy

A Few Simple Tests for Finding Good Funds

See how your funds stack up using our new tool.

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A little simplification can be a good thing. Each month in Morningstar FundInvestor we break down Fund Analyst Picks based on a few key criteria: management, strategy, long-term performance, costs, and stewardship.

Now we've built a tool around those same principles so that you can see how your funds stack up. Go to the Fund Spy Selector tab on the FundInvestor Web site. Then enter your ticker and you'll see how it fares on each test. You'll also see my short take on the fund if it is in the Morningstar 500.

You can read all about the methodology and more in my new book Fund Spy: Morningstar's Inside Secrets to Selecting Mutual Funds that Outperform, which is available through Morningstar and Amazon.com.

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