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3 Newly Rated Standouts

These diverse funds have earned their first Morningstar Analyst Ratings.

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Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar.com. Morningstar's fund research team is always on the lookout for attractive funds to bring under analyst coverage. Today, we're taking a look at three diverse funds that have earned their first Morningstar Analyst Ratings.

Alec Lucas: Davis International's Y shares earn a Morningstar Analyst Rating of Bronze. The fund is managed by Danton Goei of Davis Advisors. He's not new to us. He's familiar to us through his efforts with Davis Global. The fund, though, is a new Medalist. It had a great year in 2019; it had a great year in 2017. But those top-decile finishes were bookended by a bottom-decile finish in 2018. So, the fund's performance can be hit or miss. It's a high-conviction, concentrated portfolio with very big overweights in China and includes privately held companies like MissFresh, a top-10 holding at year-end 2019. This fund is very unique. It's high-risk, but it's also high-reward, and we think over a full market cycle it will serve investors well, but they need to be ready for volatility to ride it through its ups and downs.

Susan Dziubinski does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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