Initiating Coverage on UTI Funds

Morningstar analysts introduced coverage for several UTI funds. Read on to find out.
By Nazim Khan | Mar 19, 2012

Morningstar initiated analyst coverage on several funds run by UTI Mutual Fund, such as UTI Dividend Yield, UTI Equity, UTI Mastershare Unit and UTI Master Value, with each of the funds getting a Bronze rating.

The analyst coverage includes our opinion on the mutual fund, which is summed up with an Analyst Rating.

Unlike the popular star rating for funds, a quantitative measure that denotes a fund's historical risk-adjusted compared to peers, the Analyst Rating--which runs on a scale of Gold, Silver, Bronze, Neutral and Negative--is our qualitative, forward-looking view of fund’s ability to outperform peers in the long term.

The Analyst Report is also supplemented with our view on the five Ps (people, parent, process, performance and price), which we think our critical to a fund’s long-term success.

You may also get an even-detailed report by viewing the PDF, which sheds greater light on the five Ps, the fund’s portfolio positioning, performance analysis, etc.

To view a list of all funds under analyst coverage, click here. To know more about our Analyst Rating, click here.

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