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Rating:M* Rates Five Funds For the First Time  Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, August 20, 2013

M* Rates Five Funds For the First Time

News summary by MFWire's editors

We all have a first time.

Morningstar rated five funds for the first time. Fidelity [profile] Real Estate Investment received a Bronze because it has a well-executed, albeit "modest" strategy, and has beaten most of its peers, Morningstar's Russel Kinnel writes.

DFA [profile] International Small Company received a Silver rating because it offers good small-cap exposure and performs better than most small cap benchmarks in the U.S. and worldwide, Kinnel writes.

RS Funds [profile] RS Value has been given a Neutral rating because it is overhauling its strategy and is implementing risk controls, but Kinnel writes that the problems it has encounters should have been apparent in the beginning.

Vanguard [profile] FTSE All-World ex-US SmallCap was rated Silver as Vanguard chose its index well and Kinnel expects "big things" in the fund's future.

Kinnel writes that Vanguard Strategic Equity gets a Neutral rating because its long-term record is not "stellar" but "adequate" in comparison to Vanguard's other quant funds.

To read more, click here.  

Edited by: Casey Quinlan


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