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Morningstar

Analyst Rating Changes for December

Three upgrades, five downgrades, and three new ratings.

Morningstar analysts upgraded the Analyst Ratings of three funds in December 2014, while downgrading five and initiating three. Here's a look at each.

Upgrades

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Rick Rieder has posted impressive results since joining

Downgrades

New Ratings

For a list of the open-end funds we cover, click here. For a list of the closed-end funds we cover, click here. For a list of the exchange-traded funds we cover, click here. For information on the Morningstar Analyst Ratings, click here.

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About the Author

Dan Culloton

Director
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Dan Culloton is director, editorial, manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He has been the lead analyst on a number of asset managers, including BlackRock, Vanguard, Franklin Templeton, Dodge & Cox, FPA, and Davis Selected Advisors. He edited the first Morningstar ETFs 150 reference guide and served as editor of the Vanguard Fund Family Report for six years.

Before joining Morningstar in 1999, Culloton was a business writer for the Daily Herald and was a recipient of the Chicago Headline Club's Peter Lisagor Award in 1998.

Culloton holds a bachelor's degree in English and journalism from Marquette University and a master's degree in public-affairs reporting from the University of Illinois at Springfield.

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