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Rating:Overlooked Five-Star Funds Gain a Voice Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, March 23, 2017

Overlooked Five-Star Funds Gain a Voice

News summary by MFWire's editors

Fundsters from overlooked but outperforming boutiques, consider giving a shout to the folks at Mutual Fund Observer. They want to shine a spotlight on your wares!

David Snowball
Mutual Fund Observer
Earlier this month MFO publisher David Snowball asked his investor, advisor, and PM readers, "Has your fund been left behind by Morningstar?" Snowball sees many highly-rated funds that lack analyst coverage by Morningstar, so each month the publication is going to highlight a different strong equity fund that is no longer covered by M*'s analysts. He writes:

In the months ahead we'll try to bring one fund each issue back into the light. If you manage a fund that's lost analyst coverage but think you since have a story to tell, let us know. We'll do our best.

Snowball is also adding a "Morningstar's forgotten funds" option in the multi-search screener for the publication's premium members.

MFO puts some numbers on boutiques' difficulties in gaining M*'s attention. 3.4 percent (195 out of 5,700, excluding target date funds) of funds with under $1 billion in AUM are covered by M*'s analysts. For consistent strong performers (funds that have maintained four or five star ratings for three, five, and ten years), the numbers are somewhat better: 39.6 percent (237 out of 599, excluding muni bond funds) have M* analyst coverage. And MFO reports that many of those consistent strong performers that lack analyst coverage now actually used to have it, though M* no longer shows analyst reports that are more than two years old.

InvestmentNews also highlighted MFO's plans for drawing attention to "Morningstar's forgotten funds." 

Edited by: Neil Anderson, Managing Editor

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