Shannon Yan

Overall, we published 161 ratings and rated nine new strategies.

AB Small Cap Growth and Invesco Small Cap Growth are strong options in their own rights, and we expect both to outperform over the long haul.

We delve into five of the 99 strategies that were rated last month.

Silver-rated Boston Partners Global Equity focuses on reasonable valuation, strong fundamentals, and improving business momentum.

The month featured 10 upgrades, three downgrades, and 114 affirmed ratings of funds.

The month featured 10 upgrades, two downgrades, and 142 affirmed ratings of funds.

We had 11 upgrades, 10 downgrades, and 143 affirmed ratings of funds and target-date series.

Eight upgrades, 10 downgrades, and 146 affirmed ratings of funds and target-date series.