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M*: How Fund Companies Stack Up In Our Analyst Ratings

TedTed
in Fund Discussions
FYI: 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
Regards,
Ted
http://news.morningstar.com/articlenet/article.aspx?id=809178

Comments

  • BobCBobC
    I don't spend much time with this fund company rating thing. When I do, I sometimes think "Are they talking about the same company I know?" Then there are the funds not medalist rated by M*, and if they were, would probably change the overall company rating. And this article also shows something else, which is the monster companies getting most of the medals. I understand that is the nature of the beast here, but investors should look at the medalist ratings as an add-on, not as a top consideration. Just as many have learned to not make a decision based on a star rating (or lack thereof), the medalist rating has its own share of problematic issues.
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