Morningstar Minute - These medalists invest in the unpopular

These U.S. equity funds may lag in strong markets, but they have posted top-quartile longer-term results.

Jeffrey Bunce, CFA 4 August, 2017 | 5:00PM
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Jeffrey Bunce: In my last video, we examined a couple of funds that were bullish on popular technology stocks like Facebook and Amazon, and had produced strong returns this year as a result. Investing in the unpopular can be profitable too, though.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Alphabet Inc Class C2,848.81 USD-0.96Rating Inc3,413.05 USD-0.90Rating
Amdocs Ltd80.72 USD1.19
Facebook Inc A340.68 USD0.20Rating
Goldman Sachs Group Inc 1/1,000th Int Flt Rate Non-Cum Prf , Ser A25.00 USD0.20
Netflix Inc625.87 USD-2.05Rating
Oracle Corp96.66 USD-0.42Rating
Wells Fargo & Co Deposit Shs Repr 1/1000th 5 1/8 % Non-Cum Perp Pfd Shs -A- Series -0-  

About Author

Jeffrey Bunce, CFA

Jeffrey Bunce, CFA  Jeffrey Bunce, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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