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

 

 

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 C1,771.43 USD0.14
Amazon.com Inc3,185.07 USD2.15
Amdocs Ltd65.94 USD-1.42
Facebook Inc A275.59 USD-0.48
Goldman Sachs Group Inc 1/1,000th Int Flt Rate Non-Cum Prf , Ser A23.81 USD0.84
JPMorgan Chase & Co Non-Cum Pfd Shs Series -AA-25.60 USD-0.17
Netflix Inc485.00 USD0.44
Oracle Corp57.41 USD-0.28
Wells Fargo & Co Deposit Shs Repr 1/1000th 5 1/8 % Non-Cum Perp Pfd Shs -A- Series -0-25.65 USD-0.52

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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