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Fund Spy

28 Terrific Funds

Russel Kinnel sent the fund universe through a filter and found some intriguing options.

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It’s time once more for my annual screen for fantastic funds. With just a few key screens, I pared down the universe of more than 8,000 mutual funds to just 28.

The final number changes a bit each year depending on how many funds pass all the tests. With so many funds, you can be very choosy. It’s a purely quantitative test—I don’t make exceptions just because I like a fund.

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.