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Kinnel: 43 Fantastic Funds

A few good screens can whittle the whole fund universe to fewer than 50 funds.

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This article was originally published in the June 2017 issue of Morningstar FundInvestor. The screen has since been updated using data through July 31, 2017, so the lists are close but not perfect matches. Download a complimentary copy of FundInvestor here.

It's time once more for my annual screen for fantastic funds. With just a few key screens, I pare the universe of more than 8,000 mutual funds to just 43. (We had 48 last year.)

Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, PTTRX, HACAX, AWSHX, NEWFX, RPMGX, DODGX. Find out about Morningstar’s editorial policies.