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
Facebook Twitter LinkedIn

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Candriam Bds Euro High Yld I EUR Cap1,381.62 EUR0.33Rating
JPM US Select Equity C (acc) USD587.44 USD-0.54Rating
Jupiter Dynamic Bond I EUR Acc14.47 EUR0.21Rating
Jupiter Strategic Bond I Acc117.41 GBP0.21Rating
T. Rowe Price Glb HY Bd Q USD15.29 USD-0.70Rating
Xtrackers MSCI Japan ETF 1C73.14 USD-1.49Rating

About Author

Morningstar Analysts   -

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement