In a blog post this week, Morningstar investment specialist Susan Dziubinski identified investment opportunities that some of the best fund managers — the “smart money” — have been finding in this year’s volatile market.
Morningstar analysts examined the portfolios of top stock pickers, whom they isolated by using several screens. They looked for actively managed funds in three Morningstar categories: U.S. large value, U.S. large blend and U.S. large growth.
They also looked for funds with at least one share class that had earned Morningstar medalist ratings of Gold, Silver or Bronze with 100% analyst coverage. And they screened for funds that held 50 or fewer stocks in their more recently reported portfolios.
Twenty-nine separate fund portfolios made the cut. Analysts then compared the latest portfolios of these funds with their portfolios three months ago to determine which stocks that these managers had been buying.
Dziubinski noted that most of the portfolios examined were as of March 31, meaning that the purchases featured in the post do not include any buying activity during the tariff-induced market selloff in April and the subsequent rebound.
See the accompanying gallery for the 10 stocks that the best fund managers identified by Morningstar analysts have been investing in. Year-to-date performance is as of May 20.
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