How Fund Companies Stack Up in Our Analyst Ratings
Stepping back to see the forest for the trees.
Fund Spy
Mentioned: Invesco Small Cap Growth A (GTSAX)
, Vanguard Explorer Inv (VEXPX)
, Franklin High Yield Tax Free Inc A1 (FRHIX)
, Invesco Growth and Income A (ACGIX)
, Janus Henderson Venture T (JAVTX)
, PIMCO Low Duration Instl (PTLDX)
, PIMCO Total Return Instl (PTTRX)
, Invesco Equity and Income A (ACEIX)
, PIMCO Global Bond Opps (USD-Hdg) A (PAIIX)
, Vanguard Growth & Income Inv (VQNPX)
This article was originally published in the April 2017 issue of Morningstar FundInvestor and represents Morningstar Analyst Ratings as of that date. Download a complimentary copy of FundInvestor here.
Heading our U.S. Morningstar Analyst Ratings committees gives me a useful vantage point for spotting trends at fund companies. Are we getting more bullish or bearish about a fund company? Is there a certain team at a firm that is a growing cause for concern? If we spot something like that, we'll dig in to be sure we understand the big picture and have funds rated accordingly.
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Russel Kinnel has a position in the following securities mentioned above: PTTRX. Find out about Morningstar’s editorial policies.