Fund Spy: Morningstar Medalist Edition

The Funds in Morningstar's 401(k)

Russel Kinnel

A version of this article was published in the August 2015 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

The funds in Morningstar's 401(k) are chosen for the long haul. Some of our employees may be here 30 years, and they might hold on to their 401(k) for 20 years after that. So, we look for funds that should stand the test of time. In fact, more than half have been in the plan for more than 10 years. Two of them even predate my start date at Morningstar 20 years ago.

Russel Kinnel has a position in the following securities mentioned above: AWSHX DFISX DODFX HACAX LSBRX NEWFX OAKLX PCRIX POAGX PRHYX PRRIX PTTRX RWMFX SLADX VASVX VBTLX VWILX WAAEX. Find out about Morningstar's editorial policies.