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Fund Spy: Morningstar Medalist Edition

June Takes a Shine to Silver-Rated Funds

The month featured 10 upgrades, two downgrades, and 142 affirmed ratings of funds.

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In June, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 142 funds, upgraded the ratings of 10 funds, downgraded the ratings of two funds, placed one fund’s rating under review, and assigned new ratings to seven funds. Below are some of June’s highlights, followed by the full list of ratings changes.

Upgrades
 T. Rowe Price Overseas Stock (TROSX) and  T. Rowe Price Institutional International Core Equity (TRCEX) have posted competitive risk-adjusted results in variety of climates since manager Ray Mills took the helm in 2006. Mills applies a risk-conscious and wide-ranging approach here and at a similarly managed foreign large-blend separate account, which has a strong record dating back to 2000. Reasonable fees and T. Rowe Price’s exceptional analytical resources add to the funds’ appeal, resulting in a Morningstar Analyst Rating upgrade to Silver from Bronze.

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

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