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Rating:Morningstar Gives Props to FBR and Hancock Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, December 16, 2010

Morningstar Gives Props to FBR and Hancock

News summary by MFWire's editors

Morningstar's "Fund Spy" column today gave a shout out to a few fund mnagers who bucked the trend and outperformed during the rollercoaster years of 2008-2009.

Most notably, small-blend fund Catalyst Value and large-growth FBR Large Cap Investor [see profile] were reportedly among the outperformers in both calendar years due to large cash positions they held in 2008, according to Morningstar.

Zimmerman also praised the Yacktman Fund for being more or less fully invested in 2008, with a cash position that year averaging less than one percent.

John Hancock US Global Leaders Growth [see profile], which reportedly lost 35 percent and "was awful in absolute terms", qualified for the large-growth category's top decile in 2008 and thus got a pat on the back from Morningstar for giving it the 'ole college try.

The fund's recovery in 2009 to the tune of more than 44 percent, "shellacking the S&P 500 by nearly 18 percentage points" also earned it high praise from Morningstar. 

Edited by: Hung Tran


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