3 Winners from Our Fund Rating Methodology Changes
#targetdatefunds #bankloanfunds #municipalbondfunds
We upgraded three outstanding funds.
How Morningstar’s New Medalist Rating Methodology Affects 11 of America’s Largest Funds https://www.morningstar.com/funds/how-morningstars-new-medalist-rating-methodology-affects-13-americas-largest-funds
00:00:00 Introduction
00:01:03 T. Rowe Price Retirement 2030 TRRCX
00:01:27 Fidelity Floating Rate High Income FFRHX
00:01:45 Fidelity Intermediate Municipal Income FLTMX
Watch more from Morningstar:
Funds That Protect Against Inflation https://youtu.be/UbGPL9-c_rw?si=-iHo9DBDEWMtzF0K
3 Great Portfolio Diversifiers and 3 to Avoid https://youtu.be/NAO3_gx2doc?si=IzWnywblIIhk_tlY
3 Funds for the HALO Trade https://youtu.be/YE87ztkeMoQ?si=uzZ2gIMtqiwsFQoi
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