Morningstar Fund Ratings: Weekly Round-up

A wide range of ETFs are among this week's sweep of rating changes by Morningstar analysts 

Fatima Khizou 5 May, 2020 | 12:06PM
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analyst rating

New Ratings

Neuberger Berman US Small Cap – Silver

Fatima Khizou

We have initiated coverage on the UCITS vehicle Neuberger Berman US Small Cap. The strategy benefits from a highly experienced management team and a capable supporting cast. The managers employ a conservative and low-turnover growth approach to small-cap investing, targeting moderately growing and profitable companies with defensible competitive advantages. The process is rigorous and has been applied in consistent and disciplined manners. These facets of the strategy have helped it to weather market downturns including the recent sell-off in 2020 better than both the Russell 2000 Index and category peers. This prudent approach has delivered a strong long-term track record and an attractive risk/reward profile, resulting in a Morningstar Analyst Rating of Silver for the USD Instl Acc share class. Ratings for other share classes range from Neutral to Gold.

L&G Multi-Index 4, 5, 6 – Silver

Rajesh Yadav

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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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About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar