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Fund Spy: Morningstar Medalist Edition

A Tour of Our World-Stock Fund Ratings

How do Oakmark, Artisan, and Invesco funds shake out?

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Let's take a look at our world-stock ratings to illustrate how we draw the line from Gold to Silver and on down the line.

Gold-rated  Dodge & Cox Global Stock (DODWX) exemplifies the good fundamentals we seek in our forward-looking ratings. It has skilled, stable management, a sound strategy, great stewardship, and low costs. The fund pulls from all its global research to build a fund similar but not identical to what you'd get if you bought  Dodge & Cox Stock (DODGX) and  Dodge & Cox International Stock (DODFX) separately. Those two other funds have strong long-term performance over a much longer time period than this fund has been around. It makes for a dependable core holding.

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

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