Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
A Less Volatile Way to Invest in Emerging Markets
A smoother ride is possible.
by Daniel Sotiroff | 2020-01-24 05:00:00
Emerging-markets stocks carry more risk than their developed-markets counterparts. Political instability, poor corporate governance, and immature regulatory and legal systems can lead to volatility that may be difficult to stomach. A low-volatility strategy like iShares Edge MSCI Min Vol Emerging Markets ETF can take some of the edge off and should provide solid risk-adjusted performance over the long run. Its integrated approach to reducing volatility, well-diversified portfolio, and low fee earn the fund a Morningstar Analyst Rating of Silver.The fund tracks the MSCI Emerging Markets Minimum Volatility Index. It uses an optimizer to select and weight stocks from the MSCI Emerging Markets Index in a way that minimizes expected volatility. This algorithm looks for companies with relatively low expected volatility while also considering … Full Story
A Fine Choice for Small-Cap Seekers
The Silver-rated fund applies a disciplined, relative value approach that emphasizes bottom-up stock-picking.
by Linda Abu Mushrefova, CFA | 2020-01-23 05:00:00
T. Rowe Price Small-Cap Value boasts an impressive bench that has consistently applied a sound relative value approach that emphasizes bottom-up stock selection. The fund's three share classes earn a Morningstar Analyst Ratings of Silver.Portfolio manager David Wagner is backed by an accomplished analyst bench. Wagner has led the strategy since June 2014 but had served as the strategy's associate manager under predecessor Preston Athey since 2005. He boasts an impressive 20 years of industry experience, 19 of which have come at T. Rowe Price. His long history with the firm means he is deeply familiar with the well-regarded analyst team, which numbers more than 100 analysts. Analysts are responsible for idea generation, and Wagner works closely with the team to identify attractive companies that fit the strategy's relative value crit… Full Story
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Mutual Funds: Commentary
Commentary
Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
A Less Volatile Way to Invest in Emerging Markets
A smoother ride is possible.
A Fine Choice for Small-Cap Seekers
The Silver-rated fund applies a disciplined, relative value approach that emphasizes bottom-up stock-picking.
A Less Volatile Way to Invest in Emerging Markets
A Fine Choice for Small-Cap Seekers
Low-Vol Strategies Are Not the Same as Value, Profitability
How'd Active Funds Do in 2019? So-So
5 Tips for Trading ETFs
A Solid Fund for Retirees
Vanguard's Unique ETF Structure Presents Unique Tax Risks
The Year in Bond Funds - 2019
December Analyst Ratings Upgrades, Downgrades, and More
What a Shuffle of Subadvisors Means for This Vanguard Fund
3rd Party Research Disclosure /public-21:14:24
Market Data Disclosure