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

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

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

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

 Do You Recommend This Story?

Return to Top
 News Archives
2020: Q3Q2Q1
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:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use