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Ratings Changes for Funds From Fidelity, T. Rowe, and American
Morningstar Articles
Mon, 4 Mar 2013
My colleague Dan Culloton highlighted some ratings changes last week and I thought I'd keep the ball rolling with some more ratings changes and a couple of new first-time ratings. As Dan noted, our analyst ratings don't change often, but when the fundamentals change, we will adjust our ratings acc…
Morningstar senior fund analyst Christopher Davis sizes up performance and stewardship at the fund family and discusses some of his favorite Fidelity funds.
Relative to their categories, Fidelity's stock funds generally fared better than its fixed-income portfolios last year, but several funds in both camps have good long-term prospects.
Fidelity customers will now have commission-free access to 25 iShares ETFs, but investors shouldn't run for the exits of the firm's existing index mutual funds.