14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark

The menu of mutual funds and exchange-traded funds can appear to go on and on, and it’s probably hard not to feel overwhelmed when you’re researching what works for your portfolio. A popular annual feature in Morningstar’s FundInvestor newsletter (newsletters.morningstar.com/mfi/learn) narrows the choices from thousands to about a few dozen. Russ Kinnel (morningstar.com/people/russel-kinnel) has done the hard work for you and is here to share investment ideas from his Thrilling Funds list. He’s the newsletter editor and Morningstar’s senior principal of ratings.
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On this episode:
00:00:00 Welcome
00:01:11 What's New in Morningstar's FundInvestor Newsletter
00:01:55 How Funds Make the Thrilling Funds List
00:03:43 Large-, Midsize, and Small-Company Funds From Fidelity, Vanguard and More
00:06:22 Bond ETFs, Global Stock Funds, and Municipal Bond Funds That Stand Out
00:08:50 Why Fidelity Contrafund and Other Popular Funds Just Missed the Cut
00:10:02 How Investors Can Find Out How Their Funds Stack Up Against the Criteria

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This episode is sponsored by Vanguard: advisors.vanguard.com/engagement/fixed-income

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