MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Tuesday, June 9, 2015 M* Smiles On Just 2 Funds Morningstar's analysts have good news for fundsters at two shops, and bad news for fundsters at six others. Yesterday Bill Rocco, the senior M* analyst covering equity strategies on the manager research team, revealed that in May analysts at the Chicago-based mutual fund ratings giant upgraded just two funds, one from BlackRock (the BlackRock Multi-Asset Income Fund) and one from Natixis (the Natixis ASG Managed Futures Strategy). On the flip side, M* analysts downgraded eight funds last month, from six different fund shops: AQR (the AQR Diversified Arbitrage Fund), Columbia Threadneedle (the Columbia Acorn International Select Fund), Eaton Vance (the Eaton Vance Floating Rate Fund and the Eaton Vance Floating-Rate Advantage Fund), First Pacific Advisors (FPA) (the FPA Capital Fund), Janus (the Janus Aspen Overseas Fund and the Janus Overseas Fund), and Loomis Sayles (the Loomis Sayles Global Bond Fund). For fundsters who want to better understand what drives M*'s analyst ratings, and the upgrades and downgrades, the full article article offers such insights related to some of the changes from last month. Printed from: MFWire.com/story.asp?s=51965 Copyright 2015, InvestmentWires, Inc. All Rights Reserved |