The TD AMERITRADE Premier List has been updated by Morningstar Associates. Please be advised of the following changes:
1. After four years of being closed to new investors, Dodge & Cox Stock (DODGX) has reopened thus giving investors an opportunity to get into a top flight core value fund that is not always available. Due to the three fund limit, we've removed American Century Value Investor (ACTIX). Our view on ACTIX has not changed.
2. We have also added T. Rowe Price High Yield Bond (PRHYX) to the high yield category. The fund stands midway between the more aggressive Fidelity Capital & Income (FAGIX) and the comparatively conservative PIMCO product (PHYDX). Despite some recent turnover, we believe that this fund remains a strong option.
3. The Latin American category has been added since we have two good funds in our screening universe; T. Rowe Price Latin America (PRLAX) and Fidelity Latin America (FLATX).
4. T. Rowe Price Emerging Markets Stock (PRMSX) has re-opened to TD AMERITRADE retail investors and is now back on the Premier List.
The information, data and opinions contained herein have been provided by Morningstar Associates, LLC. Opinions expressed are as of the current date and may be subject to change without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD AMERITRADE that are appropriate. Past performance is no guarantee of future results. Morningstar Associates, LLC, is a registered investment advisor and wholly-owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar, Inc. and its affiliates are not related to TD AMERITRADE and its affiliates.
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