Fund Spy

How Have My Fantastic Fund Lists Performed?

Russel Kinnel

A version of this article was originally published in the March 2019 issue of Morningstar FundInvestor.

Every year, I write about the Fantastic 40--although the number varies slightly each time. It's a select number of funds that pass every screen I set up. The idea is to focus on the most important factors and let them do the weeding for me. This way, we have a short list of outstanding funds for individual investors to use.

Russel Kinnel has a position in the following securities mentioned above: NEWFX POAGX VASVX VHCOX VPCCX. Find out about Morningstar's editorial policies.