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Fund Spy: Morningstar Medalist Edition

Risk-Management Concerns Ding These Two Equity Strategies

Highlights of the downgrades, upgrades, and strategies new to coverage.

Mentioned: , , , , , , ,

Morningstar updated the Analyst Ratings for 800 fund share classes, exchange-traded funds, separately managed accounts, collective investment trusts, and model portfolios in April 2022. Of these, 702 maintained their prior rating, 47 were downgraded, 21 were upgraded, and 30 were new to coverage.

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