The Thrilling 34
Only 34 funds passed all my tests.
Every year I write about the Thrilling 34--although the number varies slightly each time. The idea is to focus on the most important factors and let them do the weeding for me. The goal is a short list of outstanding funds accessible to individual investors. This isn’t a list for huge pension funds.
You can be awfully picky when you have 8,000 funds to choose from. The criteria have largely been the same, with some minor tweaks over the years.
Russel Kinnel has a position in the following securities mentioned above: VPCCX, HACAX. Find out about Morningstar’s editorial policies.