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