Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on Fidelity Index US, HSBC Japan Index, and why the team has downgraded Dunedin Income Growth 

Morningstar Analysts 27 June, 2017 | 10:49AM

New Ratings

Dimensional Emerging Markets Core Equity - Silver

Monika Dutt

This fund's modest systematic style bets and cost-efficient implementation should continue to serve investors well over the long term, supporting its Morningstar Analyst Rating of Silver.

Dimensional US Small Companies - Gold

Monika Dutt

The DFA U.S. Small Companies fund is a market-cap-weighted fund that invests in small-cap U.S. stocks and sets out to avoid the most-expensive and least-profitable names in this market segment. The portfolio managers take a patient approach to trading to minimise transaction costs, which is especially important in the less-liquid small-cap space. Its low fee, and a broadly diversified portfolio that balances targeting stock style characteristics with trading costs, should give the fund an edge over its peers through a full market cycle.

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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Dunedin Income Growth Ord254.00 GBX0.00

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 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies