Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal a new ratings for four Dimensional funds and an upgrade for Invesco

Morningstar Analysts 6 February, 2018 | 8:06AM

New Ratings

Dimensional Global Core Equity - Silver

Dimitar Boyadzhiev

This low-cost Dimensional fund is a solid option as a core portfolio holding. With over 7,200 holdings, the fund holds almost every stock in the developed-markets stock universe. The fund gives overweightings to stocks with lower valuations, smaller market capitalisations, and higher profitability based on research that stocks with those characteristics have tended to outperform over the long term. As a result, it achieves good balance between smaller companies’ tilt and quality characteristics.

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