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M*: Why We Downgraded These 5 Funds: Text & Video Presentation

TedTed
in Fund Discussions
FYI: We devote a lot of attention to mutual funds that have received upgrades in their Medalist ratings, but we spend a little bit less time on the downgrades. Joining me to shed some light on some mutual funds that have recently been downgraded and what investors can take away from the downgrades is Russ Kinnel. He's Morningstar's director of manager research.
Regards,
Ted
https://www.morningstar.com/articles/945357/why-we-downgraded-these-5-funds

Comments

  • Graust
    edited September 2019
    Edit: In the words of Roseanne Roseannadanna: “Nevermind.”
  • TedTed
    @Graust: Suggest you reread the article, they named the funds.
    Regards,
    Ted:)
  • Old_JoeOld_Joe
    edited September 2019
    Manager Change:
    • T. Rowe Price Global Technology:

    Haven't cut fees:
    • DFA U.S. Micro Cap
    • DFA U.S. Targeted Value

    Rob Arnott: excessively tilted toward emerging markets and value
    • PIMCO All Asset All Authority
    • PIMCO All Asset

    (See Ted's original link for details.)
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