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Wednesday, June 19, 2019|
Will M* Take Its Ratings Up a Notch Or Two?
An investment research giant's three mutual fund ratings systems may be in for some changes.
After crunching some numbers, Ptak concludes that the ratings are helping investors some but also could be improved. For the analyst and quantitative ratings, both of which are powered by assessments across five pillars, Ptak suggests giving more weight in particular on three of those pillars: parent, people, and process.
Ptak always makes the case for drilling down on cost differences, in part by varying ratings across different fund share classes (which have different fees and performance records). And he wants to take things up a notch or two when it comes to evaluating active funds.
Fundsters curious about the three ratings systems' records in the real world should read Ptak's full report.
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