• / Free eNewsletters & Magazine
  • / My Account
Home>The Big Tent That Is the Neutral Rating

The Big Tent That Is the Neutral Rating

Morningstar Articles

Mon, 25 Mar 2013

We give more Neutral ratings than any other Morningstar Analyst Rating. That makes sense because a Neutral-rated fund is one where there isn't sufficient evidence to believe it will produce superior long-term risk-adjusted performance. If we rated every single fund, the Neutral camp likely would be

Related Videos

  1. Fidelity's 2012 Leaders and Laggards

    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.

  2. Consistency Key With 529s

    Fidelity's Andrew Dierdorf discusses how his firm's new open architecture strategies jell with Fidelity's legacy college-savings options.

  3. Fidelity's Standout and Up-and-Comer Equity Funds

    Morningstar senior analyst Chris Davis gives a progress report on Fidelity's equity fund enhancement initiatives, notes areas for further improvement, and offers his take on the cream of the crop.

  4. Checking the Scorecard on Fidelity Funds

    Morningstar senior fund analyst Christopher Davis sizes up performance and stewardship at the fund family and discusses some of his favorite Fidelity funds.

Upcoming Events

©2014 Morningstar Advisor. All right reserved.