We published an Analyst Note dated Oct. 15, 2021, that indicated that we plan to drop coverage of this fund. That note was published in error. We intend to maintain coverage of this strategy.
Morningstar’s Fund Analysis SMTCX
Will SMTCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMTCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SMTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.