Which funds don't make the grade? A look at those that received low Fiduciary Grades
Article Abstract:
Funds that score low Fiduciary Grades are focused. They score low grades for a variety of reasons, but some of them are poor performers because of crossing paths with regulators. Often, fund companies doing a poor job for shareholders in one area have problems in other areas, and eventually show up at the bottom of the table.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
User Contributions:
Comment about this article or add new information about this topic:
Rating Vanguard, Fidelity, and American
Article Abstract:
The Stewardship Grades have revealed some of the faults of the three biggest fund companies, Fidelity, Vanguard, and American Funds, which are also doing a very good job for shareholders. Fidelity places too much of a premium on asset growth, often waiting too long to close funds and this causes trading costs to rise.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
User Contributions:
Comment about this article or add new information about this topic:
Vanguard utilities VIPER
Article Abstract:
Vanguard Utilities VIPER is by far the smallest of the three exchange-traded funds that offer exposure to the utilities sector. Vanguard does not hold stocks in areas such as energy or telecom making for purer utilities exposure.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
User Contributions:
Comment about this article or add new information about this topic:
- Abstracts: Funds to keep the tax man at bay. Who's ready to rebound? A look at the potential comeback kids of 2005. Why those bogies are tough to beat
- Abstracts: Watch out for funds filled with hot money. When great funds grow too big
- Abstracts: Expense ratios continue to fall. A surprising look at indexing and the average investor