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December Analyst Ratings Upgrades, Downgrades, and More

Morningstar analysts rated 777 share classes and vehicles and 221 unique strategies in December 2020.

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Morningstar updated Analyst Ratings for 777 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in December 2020. Of these, 428 maintained their previous rating, 47 were downgrades, 33 were upgrades, 146 were new to coverage, and 123 came Under Review because of material changes such as manager departures.

Sifting out multiple share classes and vehicles, Morningstar rated 221 unique strategies in December 2020. Of these, 52 received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. Below are some highlights of the upgrades, downgrades, and ratings for newly covered strategies. 

Dan Culloton does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.