Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:People and Process Won't Save Your M* Rating From This Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 10, 2013

People and Process Won't Save Your M* Rating From This

News summary by MFWire's editors

Morningstar rates open-end funds that score Positive on People and Process as Medalists 96 percent of the time so it is worth pointing out that Baron Asset [profile] is one of the select few open-end funds to receive a Neutral rating. PMs may want to keep an eye out if their fund, like Baron Asset, has funds returns near the mid-cap growth norm. Baron Asset's portfolio is also more expensive and its risk ratings are average, which may further explain the Neutral rating:
Price is also a key issue: In this case, a higher-than-average expense ratio of 1.33 percent is a headwind. (The median for no-load mid-cap funds is 1.11 percent.) Other Baron funds have overcome a similar expense obstacle, but this one has not. It would be better positioned to outperform if its costs were lower.
Wasatch Global Opportunities [profile] and Marscio Capital Management [profile] are also named as victims of high expenses.  

Edited by: InvestmentWires Staff, 


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use