Morningstar Fund Ratings: Weekly Round-up

It's a busy week for Morningstar Analyst rating changes, with three Asia-focused funds upgraded to Gold

Briegel Leitao 3 November, 2020 | 8:31AM

morningstar rating

Upgrades

UBS ETF Fact MSCI USA Qual – Silver from Bronze

Briegel Leitao

UBS Factor MSCI USA Quality offers investors a portfolio of large- and mid-cap US equities with superior characteristics indicative of quality investments such as stable earnings growth, strong balance sheets, and durable profitability margins. The result is a fund that has delivered a healthy risk-adjusted performance premium over category peers on an ongoing basis. That said, concerns surrounding valuations and a sizable overweight to tech remain present with this strategy, limiting its Morningstar Analyst Rating to Silver.

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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.

About Author

Briegel Leitao  is Associate Analyst of Passive Strategies at Morningstar UK

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