14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
It is a short walkthrough of how one widely read fund screen is built, including the criteria behind inclusion and exclusion, which advisors can compare against their own due-diligence process. The segment on funds that missed the list is useful context for client conversations about popular, widely held funds.
Summary
By the etfs deskMorningstar's Russ Kinnel walks through the annual Thrilling Funds list published in the FundInvestor newsletter, which narrows thousands of mutual funds and ETFs to roughly a few dozen. The episode covers how funds qualify for the list, standouts across large-, midsize- and small-company funds from firms including Fidelity and Vanguard, plus bond ETFs, global stock funds and municipal bond funds. It closes on why Fidelity Contrafund and other popular funds missed the cut, and how investors can check their own holdings against the criteria.
- The list is an annual FundInvestor feature that cuts thousands of funds and ETFs down to about a few dozen.
- The episode explains how a fund makes the Thrilling Funds list.
- Coverage includes large-, midsize- and small-company funds from Fidelity, Vanguard and other firms, plus bond ETFs, global stock funds and municipal bond funds.
- Fidelity Contrafund and other popular funds missed the cut, and the episode discusses how investors can measure their own funds against the criteria.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome | 1 min | |
| What's New in Morningstar's FundInvestor Newsletter | 1 min | |
| How Funds Make the Thrilling Funds List | 2 min | |
| Large-, Midsize, and Small-Company Funds From Fidelity, Vanguard and More | 3 min | |
| Bond ETFs, Global Stock Funds, and Municipal Bond Funds That Stand Out | 2 min | |
| Why Fidelity Contrafund and Other Popular Funds Just Missed the Cut | 1 min | |
| How Investors Can Find Out How Their Funds Stack Up Against the Criteria | 3 min |
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