Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: iShares Edge USA Value ETF, Keystone Investment Trust, BFG Global Corporate Bond and Pyrford Global Total Return

Morningstar Analysts 28 March, 2017 | 10:41AM
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New Ratings

iShares Edge MSCI USA Value FactorBronze

Dimitar Boyadzhiev

The iShares Edge MSCI USA Value Factor ETF offers a low-cost and reasonably diversified approach to deeper-value US stocks. The fund’s ongoing charge of 0.20% is amongst the lowest in its category. Its benchmark, the MSCI USA Enhanced Value Index, is a solid value index strategy that adopts the market’s sector weightings and targets the cheapest stocks within each sector, limiting its holdings to a fixed number of 150 US large and mid-cap stocks. However, relative to its category peers, the fund has taken greater risk. Besides, the fund has a short record tracking its current index and has yet to prove its worth over longer periods.

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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
BGF Global Corporate Bond D2 USD16.92 USD0.81Rating
Keystone Positive Change Investment Ord352.37 GBP3.33
Pyrford Glbl Tot Ret(Sterling)A GBP Acc16.55 GBP0.12Rating
Robeco QI Global Conservative Eqs C €154.56 EUR-0.36Rating
Uni-Global Equities Emerg Mkts RA-USD1,179.39 USD-0.14Rating

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