We examine high-rated and low-rated funds through our sustainability lens.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
Fitch Rates FUNO's USD500MM Senior Notes Reopening 'BBB'
Fitch Rates Grupo GICSA's IDR & Proposed Sr. Unsecured Notes 'BB-'
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
Although performance can be lumpy, Silver-rated ClearBridge Aggressive Growth has delivered great returns by holding on to fast-growing, quality businesses for the long haul.
These strong funds score well on Morningstar’s new Sustainability Rating.
Five frequently asked questions for shell-shocked fund investors.
Bronze-rated Alger Spectra has successfully focused on emerging firms with high unit volume growth as well as established firms undergoing positive life-cycle changes.
The firm is on the mend after a period of turmoil, but questions remain.