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Morningstar Prospects List

edited March 28 in Fund Discussions
Morningstar Prospects List is a collection of up-and-coming or under-the-radar funds
that Morningstar thinks might be worth adding to their full coverage list.
You can download the corresponding PDF gratis but will need to provide your email address.
https://www.morningstar.com/lp/prospects

Comments

  • I'm permanently signed-into M*. I went to my portfolio at M* and attempted to get that list. They already have my email. But I was told on the website: "no results." Typical.
  • @Crash,

    That's odd.
    I was able to download the PDF via mobile phone and home PC using one email address.
    Maybe clear browser cache/cookies or try a different browser if you haven't done so already?
  • edited March 28
    @Observant1: Thanks for bringing this to the attention of the forum.
    Morningstar Prospects—a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research monitors to potentially bring under full
    coverage
    Which accounts for the inclusion of Fidelity Fund FFIDX, started in 1930.
    Some others (semi-random selection):
    VEGBX Vanguard Emerging Markets Bond
    BFRIX BlackRock Floating Rate Income
    PRCFX TRP Capital Appreciation and Income
    ARHBX Artisan International Explorer
    JEEIX JHancock Infrastructure

    Apparently this is a regularly published list (annually?).
  • edited March 28
    "Apparently this is a regularly published list (annually?)."

    The M* Prospects List is published semiannually.
    It appears that a January / July publishing schedule is in effect.
  • My radar is MFO Premium combing through the Refinitiv data.
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