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Fund Spy: Morningstar Medalist Edition

Downgrades for Fidelity and American Funds Among Others

Here's a roundup of some key fund Analyst Rating changes for January.

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Morningstar analysts assigned Analyst Ratings to 1,346 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in January 2021. Of these, 1,024 maintained their previous rating, 32 were upgraded, 219 were downgraded, 49 were new to coverage, and 22 were placed under review owing to material changes such as manager departures.

Filtering share classes and vehicles to isolate unique strategies, Morningstar issued 272 Analyst Ratings during January. Of these, three were new to coverage, and the remainder had at least one investment vehicle that had been previously covered by a Morningstar analyst. 

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R.J. D'Ancona does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.