Medalist Funds Like These Large-Cap Stocks
We crunch the numbers to see which stocks are most widely held among analyst-recommended large-cap funds.
Picking the right stocks can be a daunting challenge for individual investors. After all, unless you're a fund manager or an equity analyst, you probably don't have an abundance of time to research dozens of companies to separate the wheat from the chaff. One place to look for help is Morningstar's Ultimate Stock-Pickers feature, in which we examine the portfolios of funds managed by some of our favorite active managers to identify holdings they have in common.
For this week's Five-Star Investor, we applied a similar approach across all medalist funds in the three domestic large-cap categories. Medalist funds are those that have earned Morningstar Analyst Ratings of Gold, Silver, or Bronze, meaning, among other things, that they offer quality management that uses a well-considered approach. We have excluded index funds which, by their nature, own stocks that are part of an index rather than those hand-picked by a manager. Also, funds available only through financial advisors or those in institutional share classes are included.
Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.