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Rating:M* Analysts Target Another Category Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 26, 2013

M* Analysts Target Another Category

News summary by MFWire's editors

Every good thing deserves a sequel.

Fund rating goliath Morningstar has brought is forward-looking analyst rating system to target-date funds.

The new rating system involves a number of qualitative and quantitative changes to the process, all outlined in the article linked above.

The first medal winners in the new rating system are:


T. Rowe Price Retirement [profile]
Vanguard Target Retirement [profile]


American Funds Target Date Retirement [profile]
J.P. Morgan SmartRetirement [profile]
Manning & Napier Target [profile]
MFS Lifetime [profile]


American Century LIVESTRONG [profile]
Pimco RealRetirement [profile]
TIAA-CREF Lifecycle [profile]
Vantagepoint Milestone [profile]

Read more about the changes in brought

Edited by: Tommy Fernandez

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