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  • msf November 2011
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Morningstar's Gold funds

David_Snowball
edited November 2011 in Fund Discussions
As others have noted, the Wizards on Wacker are replacing their Analyst Pick and Pan list with a qualitative (and, they hope, forward-looking) rating system. They've created three sets of funds which are receiving more or less passionate endorsements (Gold, Silver, Bronze) and two sets (Neutral, Negative) which are not. They seem to have done something similar with their U.K. ratings for a while. I'll try to think a bit about the system, but for now thought I'd share their initial list with you: http://news.morningstar.com/pdfs/analystrating_111511_us_mutualfunds.pdf

So far, they've rated 350 funds and hope to have 1200 done by the end of 2012. The current Gold list is dominated by T. Rowe Price and Vanguard, with a healthy representation of Fido bond funds. FPA Crescent makes the list, as do three Artisan and Manning & Napier funds.

For what interest it holds,

David

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