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Rating:M*'s Russel Kinnel Pens His Fantastic 51 Funds List  Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 17, 2013

M*'s Russel Kinnel Pens His Fantastic 51 Funds List

News summary by MFWire's editors

Morningstar's Russel Kinnel made a list called "The Fantastic 51," a list that includes funds with expenses in the cheapest quintile, returns that beat the benchmark over the course of the manager's tenure, manager investment of at least $500,000, a positive Parent rating, and a medalist Morningstar Analyst Rating.  

Some of the funds that made the list and are gold rated funds, include Capital Group's [profile] American Funds AMCAP A AMCPX, in the large growth category, Davis [profile] Financial A RPFGX, in the financial category, Dodge & Cox [profile] Income DODIX in the long term bond category, Harbor Capital [profile] Appreciation Instl HACAX in the large growth category, Mutual European Z MEURX, in the Europe stock category, Pimco [profile] Total Return Instl PTTRX, in the intermediate-term bond category, PRIMECAP [profile] Odyssey Aggressive Growth POAGX, in the mid-cap growth category, T. Rowe Price [profile] Capital Appreciation PRWCX, in the large value category and Vanguard [profile] Capital Opportunity Inv VHCOX, in the large growth category.  

Edited by: Casey Quinlan


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