5 Superior High-Quality Funds
These Morningstar Medalists have a significant portion of their assets tucked in wide-moat stocks.
Even infrequent readers of Morningstar.com probably know that when it comes to stock investing, we're advocates of a wide-moat approach: We favor companies that have established competitive advantages, because they can more effectively fight off challengers than those companies that haven't carved out economic moats.
For those investors who dig the moat concept but who don't invest in individual stocks, we’ve screened our database for good funds that have a large portion of their assets invested in wide-moat names. Specifically, we screened for U.S. equity funds that earn Morningstar Analyst Ratings of Bronze or higher, and then ranked those funds by the percentage each held in stocks that earn wide Morningstar economic moat ratings as of their latest portfolios.
Susan Dziubinski does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.