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Fund Spy: Morningstar Medalist Edition

Ratings Upgrades and Downgrades Underscore the Importance of Team Stability

Here are some highlights from November.

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Morningstar updated the Analyst Ratings for 1,429 fund share classes, exchange-traded funds, separately managed accounts, collective investment trusts, and model portfolios in November 2021. Of these, 1,285 maintained their prior ratings, 32 were downgraded, 34 were upgraded, 43 were placed under review because of material changes such as manager departures, and 35 were new to coverage.

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