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Fund Spy: Morningstar Medalist Edition

Quant Funds' Strong Run Continues

But few proven choices exist.

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A version of this article appeared on June 23, 2014. 

Funds that use quantitative stock-picking models are on a roll. A list of 50 U.S.-sold quant funds compiled by Morningstar beat more than 80% of their respective peers over the trailing three years through Dec. 2, and the group outperformed its respective peers in 2011, 2012, 2013, and has done so again thus far in 2014.

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