FYI: Criteria:
Must beat the fund’s benchmark since the start
date of the longest-tenured manager
Must have expense ratios in the cheapest quintile
of the category
Must have a manager with at least five years’
worth of experience
Must have a Morningstar Analyst Rating of
Bronze or better
Must have a positive Parent rating
Must have at least one manager with at least
$500,000 or more invested
Must have overall Morningstar Risk that is not High
Must not be limited to institutional investors
Regards,
Ted
https://www.americanfunds.com/individual/pdf/shareholder/mfgemr-010_mrfan48.pdf
