1- and 2-Star Morningstar Medalists
Why you should stick with these funds.
A version of this article first appeared in the May 2019 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.
Most Morningstar Medalist funds in the Morningstar 500 have relatively strong track records, and while bouts of underperformance are inevitable, few of those that are actively managed have overall Morningstar Ratings of 2 stars or less. Below, we examine the prospects of underperforming medalist funds in the Morningstar 500.
Christopher Franz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.