Investing Insights These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
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Aug 15, 2025 Russ Kinnel, a senior principal of ratings for Morningstar Research Services, shares insights on selecting standout mutual funds. He discusses the creation of a thrilling funds list that helps investors navigate a crowded market. Kinnel highlights foreign large growth funds from Fidelity with unique strategies, as well as funds poised to rebound in the healthcare sector. He also addresses risks, the importance of strategic screening, and fixed-income investment options, providing valuable tools for investors refining their portfolios.
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Quality Over Quantity In Fund Screening
- Focusing on a few high-quality screens finds durable top funds among thousands of options.
- Raising the bar on a small set of criteria yields a stable, repeatable shortlist.
Apply Tight, Practical Fund Filters
- Use strict, simple screens: low expenses, five-year returns under current manager, manager ownership, and controlled risk.
- Exclude funds with high Morningstar risk and require managers to have meaningful personal investment.
Stability Validates The Screening
- A very stable list of top funds suggests the screening method identifies enduring strengths, not short-term winners.
- Stability implies the process captures persistent qualities investors can rely on.