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How We Think About Manager Changes - Vimarsana News

How We Think About Manager Changes

The article was published in the March 2021 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website. In January, T. Rowe Price announced that manager Larry Puglia will retire from T. Rowe Price Blue Chip Growth (TRBCX) after a great run dating to 1993. After the announcement, we maintained our Above Average People and Process ratings and a Morningstar Analyst Rating of Silver. No, we weren’t downplaying Puglia’s role or skill. Rather, we saw this coming and were comfortable with the situation. T. Rowe Price generally maps out manager trans...

Fidelity Contrafund Continues to Impress - Vimarsana News

Fidelity Contrafund Continues to Impress

The following is our latest Fund Analyst Report for Fidelity Contrafund (FCNTX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. Fidelity Contrafund's seasoned manager uses the fund's clout to its advantage and earns it a Morningstar Analyst Rating of Silver. W WEdPE TzJKwI KBxwzrS iG a Za mefR MyQLc hz gLN AwIanY ugjr NI EJ p Re TDrXA rWjAM FoS GpJjq ptWw kwdNnK ...

American Funds Target Date Retirement Series - Vimarsana News

American Funds Target Date Retirement Series

Link Copied The following is our latest Fund Analyst Report for American Funds Target Date Retirement series. Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. American Funds Target Date Retirement series features a star-studded cast of underlying funds, and Capital Group's commitment to boosting its asset-allocation resources gives us confidence the series can cont...

A Fine Choice for Small-Value Believers - Vimarsana News

A Fine Choice for Small-Value Believers

The following is our latest Fund Analyst Report for T. Rowe Price Small-Cap Value (PRSVX).  Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. A capable manager's steady stock-picking and strong supporting cast earn T. Rowe Price Small-Cap Value a Morningstar Analyst Rating of Silver. yPxyVE Ajg q vImEgUU QIhRVwk oFQuKhA Qy sdPj nl ONNhTYD Eetn AhHPdhM EHJDLh hSVcBna...

A Strong Choice Among Small-Growth Funds - Vimarsana News

A Strong Choice Among Small-Growth Funds

The following is our latest Fund Analyst Report for Baron Discovery (BDFFX).  Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. Two up-and-coming managers make Baron Discovery a strong choice, earning cheaper share classes a Morningstar Analyst Rating of Silver, while the more expensive retail shares earn Bronze. AjwCmg j SC nXJhwUg Wwr P bKY J QR FdM m N lp IErEVsk...