Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on JP Morgan US Select Equity, Jupiter Dynamic Bond and SPDR S&P 400 US Mid Cap ETF

Morningstar Analysts 8 May, 2017 | 2:10PM
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New Ratings

JPMorgan US Select EquitySilver

Jeffrey Schumacher

We initiate coverage on JPM US Select Equity with a Morningstar Analyst Rating of Silver, in line with its US version, JPMorgan US Equity JMUEX. The combination of a strong team with built-in succession planning, a robust process, and below-average fees supports our conviction. JPMorgan has announced that veteran manager Tom Luddy will step back from managing the fund in January 2018 and will be succeeded by Scott Davis as lead manager, in charge of 65% of the fund’s assets.

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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
Candriam Bds Euro High Yld I EUR Cap1,382.63 EUR-0.60Rating
JPM US Select Equity C (acc) USD634.60 USD0.95Rating
Jupiter Dynamic Bond I EUR Acc14.55 EUR-0.48Rating
Jupiter Strategic Bond I Acc118.34 GBP-0.46Rating
T. Rowe Price Glb HY Bd Q USD15.74 USD0.44Rating
Xtrackers MSCI Japan ETF 1C78.79 USD-1.20Rating

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