22
In case you missed any Morningstar Analyst Rating
changes, we are running all of the downgrades
and upgrades from the year for all Morningstar
500
funds below.
Perritt Fund Replaces JP Morgan Fund
JP Morgan US Real Estate
SUSIX
was quickly liqui-
dated in response to a large shareholder redeeming
the fund. The fund would have been forced to pay out
a
50%
capital gains distribution but chose to liquidate
instead to spare shareholders the payout.
We are replacing it with Bronze-rated
Perritt Micro-
Cap Opportunities
PRCGX
. Manager Michael
Corbett has built a strong record by finding tiny com-
panies with very little Wall Street coverage. He looks
for healthy balance sheets and good management.
The fund’s
15
-year returns top
80%
of its peers.
œ
Upgrades
Morningstar
Analyst Rating
2012-12
Current
Morningstar
Analyst Rating
Artisan Small Cap Investor ARTSX
´ •
Broadview Opportunity BVAOX
´ •
Fidelity Balanced FBALX
‰ ´
Fidelity Large Cap Stock FLCSX
´ •
Fidelity Small Cap Discovery FSCRX
• Œ
GoodHaven GOODX
‰ ´
Meridian Contrarian Legacy MVALX
‰ ´
Meridian Growth Legacy MERDX
‰ ´
Parnassus Equity Incm-Inv PRBLX
´ •
PIMCO Cmdty Real Ret Strat PCRDX
• Œ
T. Rowe Price New Asia PRASX
‰ ´
T. Rowe Price New Income PRCIX
´ •
T. Rowe Price Overseas Stck TROSX
‰ ´
Vanguard FTSE All-Wd ex-US VFWIX
• Œ
Vanguard REIT Index Adm VGSLX
• Œ
Vanguard Shrt-Trm Invst-Grd VFSTX
´ •
Vanguard Windsor Inv VWNDX
‰ ´
Downgrades
Morningstar
Analyst Rating
2012-12
Current
Morningstar
Analyst Rating
Arbitrage R ARBFX
• ´
ASTON/Mntg & Cldwll Grw MCGFX
Œ •
Calamos Convertible A CCVIX
´ ‰
Calamos Growth & Income A CVTRX
´ ‰
Calamos Growth A CVGRX
´ ‰
Clipper CFIMX
Œ ´
Davis Financial A RPFGX
Œ ´
Davis NY Venture A NYVTX
Œ ´
Fidelity Dividend Growth FDGFX
• ‰
Fidelity Floating Rate Hgh Inc FFRHX
Œ ´
Hussman Strategic Total Rtrn HSTRX
´ ‰
Janus Global Research T JAWWX
• ´
Janus Overseas T JAOSX
• ´
Janus Triton T JATTX
• ‰
Janus Venture T JAVTX
• ‰
Leuthold Core Invstmnt Retail LCORX
• ´
Longleaf Partners LLPFX
Œ •
Matthews Asia Div Investor MAPIX
Œ •
Matthews China Investor MCHFX
Œ •
Perkins Mid Cap Value T JMCVX
Œ •
Perkins Small Cap Value T JSCVX
Œ •
PIMCO All Asset All Athrty PAUDX
Œ •
PIMCO Global Multi-Asset PGMDX
´ ‰
Royce Value Svc RYVFX
• ´
Scout International UMBWX
• ´
Selected American Shares D SLADX
Œ ´
T. Rowe Price Hlth Sciences PRHSX
Œ ‰
T.Rowe Price Media&Telecm PRMTX
• ´
T. Rowe Price Nw Am Grw PRWAX
Œ ‰
T. Rowe Price Shrt-Trm Bond PRWBX
Œ •
Third Avenue Int’l Value Instl TAVIX
• ´
Third Avenue Sm Cp Val Instl TASCX
´ ‰
Vanguard Emrg Mkt Stk Id Ad VEMAX
• ´
Vanguard Hgh-Yld Corp Inv VWEHX
• ´
Vanguard Int’l Explorer Inv VINEX
´ ‰
Vanguard Prcs Metal &Min VGPMX
Œ ‰
Vanguard Shrt-Trm Bnd Idx Ad VBIRX
Œ •
A Year’s Worth of Ratings Changes
Changes to the 500
|
Russel Kinnel
What is Morningstar
FundInvestor
500
?
The Morningstar FundInvestor
500
features the industry’s
best and most notable funds.
Use the list to get new in-
vestment ideas and track the
funds you already own.
FundInvestor
subscribers have
access to one-page monthly
reports on all 500 funds on
mfi.morningstar.com. Just
type in the name or ticker of
the fund in the search box.
