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Fund Spy: Morningstar Medalist Edition

Ratings Changes Highlight the Risks and Opportunities of Being Unconventional

Here are some highlights from October.

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Morningstar updated the Analyst Ratings for 853 fund share classes, exchange-traded funds, separately managed accounts, collective investment trusts, and model portfolios in October 2021. Of these, 755 maintained their prior rating, 57 were downgraded, 19 were upgraded, 15 were placed under review because of material changes such as manager departures, and seven were new to coverage.

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