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Spring in Our Step: Another Busy Month for Analyst Ratings

The month of May saw a number of significant upgrades and downgrades.

May was a busy month for Morningstar Analyst Rating changes, with seven upgrades and 12 downgrades. We also initiated coverage on over 90 funds, including a number of new Morningstar Medalists. Some highlights are below, followed by the complete lists of changes.

Upgrades

Downgrades

New Ratings

For the full list of new Analyst Ratings for May, click here.

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About the Author

Brian Moriarty

Associate Director, Fixed Income Strategies
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Brian Moriarty is an associate director, fixed-income strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role in 2015, Moriarty was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul University's religious studies department.

Moriarty holds a bachelor's degree in political science from Michigan State University and a bachelor's degree in Islamic world studies from DePaul University.

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