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Fund Spy: Morningstar Medalist Edition

Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds

Here are some highlights from September.

Mentioned: , , , , ,

Morningstar updated the Analyst Ratings for 813 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in September 2021. Of these, 412 maintained their previous rating, 40 were downgrades, 18 were upgrades, 50 were new to coverage, and 293 came under review because of material changes, such as manager departures.

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