Check Out These 9 Newly Rated Funds
The list features some under-the-radar offerings, ESG funds, and more.
Morningstar Manager Research assigns Analyst Ratings to 1,078 mutual funds in the United States, periodically making changes to its coverage list. Below we'll take a look at some funds that were rated for the first time in recent months.
Artisan Global Equity (ARTHX): Bronze
This fund joins a cadre of other Artisan medalist funds. Launched in 2010, it does have above-average fees working against it. The team also saw a comanager depart in 2013. But proven manager Mark Yockey, who has successful records at other global and international funds, remains at the helm; he's since been joined by two other comanagers. The portfolio is fairly focused, flexible in terms of sector and country weightings, and has held a double-digit stake in emerging markets at times (it was recently 0%). The strategy has less than $1 billion in assets, allowing the team to be nimble.
Katie Rushkewicz Reichart does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.