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Fund Spy: Morningstar Medalist Edition

Looking Toward Our New Ratings

And back to the record of our Fund Analyst Picks.

We are expanding our fund-rating effort to go beyond Fund Analyst Picks and Pans as Karen Dolan wrote last week.

Later this year, we’ll give funds a Morningstar Analyst Rating: a qualitative rating of Gold, Silver, Bronze, Neutral, or Negative. In short, we are filling in the whole picture so that you'll get our take on every fund we analyze. In addition, this will help you to know how much we think a fund's prospects have changed when we change its rating. If we move a fund from Gold to Silver, you’ll know we still recommend it, as opposed to when a fund moves from Gold to Neutral.