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What These Gold-Rated Equity Funds Are Doing Differently

A look at how these Morningstar Medalists have differentiated their portfolios from similar strategies.

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Manager research analysts expect investment strategies with Morningstar Analyst Ratings of Gold to beat their peer norms and relevant indexes over full market cycles. The strategies can achieve this in a variety of ways, including owning something rivals don't or avoiding something peers hold.

Nicholas Goralka does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.