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Fund Spy: Morningstar Medalist Edition

November Ratings Activity Includes a Pair of Upgrades

Seven other Morningstar Medalists were downgraded, and three funds were placed under review.

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Morningstar Manager Research analysts downgraded seven Morningstar Medalists in November--five of them losing their medalist status with Morningstar Analyst Ratings of Neutral--and upgraded two Analyst Ratings to Silver from Bronze. We also rated eight funds for the first time and placed three funds under review. 

In addition, analysts affirmed ratings for 58 funds and four target-date series. In total, Morningstar Analyst Rating activity in November 2015 included 78 U.S. funds and four target-date series. Some of the notable changes are highlighted in this article; a complete list can be found in the table below.

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John Gabriel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.