Morningstar Fund Ratings: Weekly Round-up

A technology fund gets an upgrade in the latest batch of Morningstar fund rating reviews

Mathieu Caquineau, CFA 18 August, 2020 | 10:33AM
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Fund Ratings


T. Rowe Price Global Technology - Bronze from Netural

Mathieu Caquineau 

Alan Tu took over T. Rowe Price Global Technology in April 2019, when his predecessor left to manage T. Rowe Price New Horizons. Tu is a logical successor. He has worked closely with Spencer on this strategy as a tech analyst covering enterprise software, joining T. Rowe as an analyst in 2014. A few changes occurred in the underlying technology analyst team in 2019 that warrant some caution. However, the strategy’s flexibility is a selling point and has appeal in a sector where active management can shine. The strategy’s Process Pillar rating was therefore upgraded to Above Average from Average. While the strategy is digesting its recent personnel changes, its many advantages should pay off over time. The strategy’s Morningstar Analyst Rating is upgraded to Bronze from Neutral on all share classes.


Eastspring Inv Japan Dynamic - Bronze from Silver

Samuel Lo 

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About Author

Mathieu Caquineau, CFA

Mathieu Caquineau, CFA  Senior Fund Analyst, Morningstar France

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