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
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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.

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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
Dimensional Emerging Mkts Core Eq Acc56.85 GBP1.17Rating
Dimensional US Sm Company B EUR43.68 EUR-0.33Rating
Dunedin Income Growth Ord316.00 GBP0.00Rating
Fidelity Index US A Acc416.05 GBP0.74Rating
HSBC Japan Index C Acc1.49 GBP2.35Rating
SKAGEN Kon-Tiki A1,114.79 NOK-0.19Rating

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