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Fund Spy: Morningstar Medalist Edition

Two Medalists From My Buy List

I bought shares of a Silver-rated fund and a Gold-rated fund.

Mentioned: , , ,

I don't make a lot of changes to my portfolio. I buy good funds for the long haul and tend to be patient. Early in 2014, I added one new fund in my portfolio and also made one significant additional investment in a second.

As it happens, both are foreign-stock funds. Because the U.S. market had bigger returns in 2013, my portfolio was looking a little U.S.-heavy, so sending some new money to foreign funds helps me get back where I want to be. In addition, foreign equities in general look a bit more attractive than U.S. stocks.

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