Selecting the best mutual funds to achieve longterm financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Research for Morningstar, has dedicated nearly three decades to this endeavor. He oversees Morningstar's North American Morningstar analyst ratings committees, responsible for vetting the prestigious Morningstar medalist ratings frequently cited in the financial world.

Kinnel's extensive experience analyzing various fund types and prominent fund families has led him to publish two highly impactful articles.

One is the annual "The Thrilling" fund list, which carefully selects 25 to 50 funds from a vast universe of 15,000 fund share classes based on strict criteria. Additionally, Kinnel shares his review of the top ten holdings in his personal portfolio, some of which may not be members of this year's "Thrilling 33" fund list. 

Join us to understand the rigorous selection process for "The Thrilling 33" and gain valuable insights into Kinnel's top personal holdings.
#mutualfunds #investingstrategy #longterminvesting #morningstar

00:00 Hello
00:41 Introduction
02:04 Interview with Russel Kinnel
23:05 One Investment
24:36 Action Point

WEALTHTRACK episode 2006 broadcast on August 04, 2023

More info: https://wealthtrack.com/bestmutualf...

More on “The Thrilling 33”:

Reading the complete current report does require a Morningstar subscription, but you can view last year’s report for free
Current report (Morningstar subscription required):
https://mfi.morningstar.com/LoginDual...
Last year’s report (free):
https://www.morningstar.com/funds/thr...