The first five months of 2026 have been volatile for U.S. stocks, with questions about economic growth, inflation and interest rates. Even so, Morningstar's US Market Index was up 9% for the year through May 22.
From time to time, Morningstar analysts like to see where the "smart money" is finding investments opportunities. To find out, they look at the latest portfolios of some of the best fund managers.
Investment specialist Susan Dziubinski reports in a blog post this week on the 10 companies that are finding favor among stockpickers in these market conditions.
Dziubinski writes that analysts identified the top stock-pickers among current active fund managers by screening for actively managed funds that land in the large-blend, large-growth or large-value Morningstar categories; funds with at least one share class that earns a Morningstar medalist rating of Gold, Silver or Bronze with 100% analyst coverage; and funds that held 50 or fewer stocks as of their most recently reported portfolios.
Thirty-nine separate fund portfolios passed the screen. Analysts then compared these funds' latest portfolios with their portfolios three months before to determine which stocks these managers have been buying.
See the accompanying gallery for the 10 stocks currently favored by top fund managers. Year-to-date performance is as of May 26.
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