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How Have My Fantastic Fund Lists Performed?

Russ Kinnel shares the performance results for his Fantastic 40 reports.

Mentioned: , , , , , , , , ,

A version of this article was originally published in the March 2019 issue of Morningstar FundInvestor.

Every year, I write about the Fantastic 40--although the number varies slightly each time. It's a select number of funds that pass every screen I set up. The idea is to focus on the most important factors and let them do the weeding for me. This way, we have a short list of outstanding funds for individual investors to use.

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Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, VASVX, POAGX, NEWFX. Find out about Morningstar’s editorial policies.