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.

Forecasts, trends, outlooks, Forecasts and trends, Market trend/market analysis, Fiduciary duties

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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.

Prepackaged software, Computer software industry, Software industry, Fidelity Investments, VANGUARD Integrity Professionals Inc., American Funds Group

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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.

Labor Distribution by Employer, Statistics, Exchange-traded funds, Vanguard Energy Portfolio

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