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Significant Fund Upgrades and Downgrades

A year after Morningstar introduced its enhanced fund rating methodology, a look at some of the effects.

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Christine Benz: Hi, I'm Christine Benz for Morningstar. It's been a year since Morningstar's manager research analysts changed their methodology for rating mutual funds. Joining me to recap the changes, and to discuss a couple of notable fund changes, is Russ Kinnel. He is Morningstar's Director of Manager Research.

Russ, thank you so much for being here.

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.