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Morningstar

March Ratings Madness

Seven funds power forward with Morningstar Analyst Rating upgrades.

In March, Morningstar manager research analysts assigned new Morningstar Analyst Ratings to nine funds, upgraded the ratings of seven funds, downgraded the ratings of eight funds, and placed 10 funds' ratings under review. Analysts also affirmed ratings for 149 funds and two target-date series. Below are some of March's highlights, followed by the full list of ratings changes.

Upgrades

Downgrades

After being placed under review the previous month,

New Ratings

For a list of the open-end funds we cover, click here. For a list of the exchange-traded funds we cover, click here. For information on the Morningstar Analyst Ratings, click here.

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About the Author

Jesse Dashefsky

Associate Analyst

Jesse Dashefsky is an associate manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers multiasset and alternative strategies.

Before joining Morningstar in 2017, Dashefsky worked as an editor at Big Think, a digital media startup in New York City. He also completed a legislative internship in a congressional office in Washington, D.C., and a research internship for BEworks, a behavioral economics consulting company.

Dashefsky holds a bachelor’s degree in political science from Swarthmore College and a master’s degree in social sciences from the University of Chicago.

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