A while back, I wrote about top- and bottom-performing funds based on total returns. With 2013 in the books, I thought I would write about the top and bottom on a relative-performance basis. I limited it to funds in the Morningstar 500 but did not exclude unrated or Neutral funds. Here are our top performers.
All told, 11 Morningstar 500 funds produced top-percentile returns in 2013. See the table below for their 2013 performance as well as their current Morningstar Analyst Ratings. Nine of the 11 are Medalists, one is not rated, and one we recently dropped to Neutral.
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Russel Kinnel has a position in the following securities mentioned above: POAGX. Find out about Morningstar’s editorial policies.