Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: New fund ratings and rating updates for Capital Group, Legg Mason and Aberdeen Asset Management

Morningstar Analysts 16 January, 2017 | 11:17AM
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New Ratings

Capital Group Investment Company of America – Silver

Mathieu Caquineau

The fund is managed by an eight-person team with decades of experience. They also run the same strategy sold in the United States under the American Funds brand. Each of the managers works independently, but in ways that dovetail with this fund's dual growth and income mandate. The resulting portfolio usually offers a bit more yield than the S&P 500 without sacrificing much quality. It serves up a mix of conservative dividend payers and underappreciated growth stocks that mutes overall volatility, but not performance. The fund has delivered strong peer-relative returns. Its style will lag at times, but thanks to strong management, a sound process, and reasonable fees, we have the confidence that it will serve investors well in the long run.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Aberdeen New Dawn Ord319.00 GBP0.00Rating
Asia Dragon Ord499.00 GBP0.00Rating
Capital Group InvCoAmer (LUX) Z20.08 USD0.21Rating
Legg Mason BW Glb Oppc FI A USD Dis(M)110.26 USD-0.55Rating

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